I also think hype cycles and actual progress can have a variety of relationships. After Bubble 1.0 burst, there were years of exciting progress without a lot of hype. Maybe we'll get something similar here, as reasonable observers are already seeing the hype cycle falter. E.g.: https://www.economist.com/business/2025/05/21/welcome-to-the...
And of course, it all hinges on you being right. Which I get you are convinced of, but if you want to be thorough, you have to look at the other side of it.