Popular crypto analyst and DYOR godfather Hitesh Malviya (@hmalviya9) just dropped the "sharing this again" bomb on his timeline, and if you missed it the first few times, now's the moment to pay attention.

The article he's pushing is dense, philosophical, and honestly one of the best pieces written about the current market state in 2025. It's built on Ken Wilber's Integral Theory – basically a way to understand any complex system by looking at it from four different angles instead of just one.

Hitesh applies the four quadrants to crypto, and suddenly everything clicks: why the bull run feels endless, why meme coins keep pumping even when "fundamentals" people scream "overvalued," and why getting emotional will still wreck most portfolios.

The Four Quadrants, Crypto Edition

Upper Left – Individual Mindset (Your Inner Game)​
This is your greed, fear, desperation, patience, discipline. The people who are most aggressive right now are the ones who will get rekt hardest. The next few years will reward the calm ones. If you're refreshing charts every five minutes and apeing every new launch, you're trading your emotional state, not price.

Upper Right – Individual Action (What Actually Works)​
Build conviction on real adoption, not hype. Buy things that can survive ten years, not things that promise 100x in a month. Track on-chain data, user growth, revenue – the boring stuff that turns into permanent value.

Lower Left – Collective Narratives (The Meme Magic Layer)​
Tokens are literally are tokenized beliefs. Meme coins are the purest expression of this quadrant. The crowd doesn't care about TVL or roadmap – they care about the vibe, the story, the cult. Algorithms amplify whichever voice is loudest that week. This is where most meme coin pumps are born and where they die when the narrative shifts.

Lower Right – Systems & Infrastructure (The Machine Underneath)​
DeFi is still scoring like 3/10 in real usability. Capital velocity is low. Extraction is still primitive. We're early as hell. This quadrant is where the boring but unstoppable stuff lives: better stablecoins, RWA platforms, real cash-flow generating protocols, institutional-grade infrastructure.

The Two Poles Driving Everything Right Now

Hitesh splits the market into Authoritarian (order, regulation, cash flow, slow compounding – think proper DeFi, infrastructure, RWAs) and Anarchic (chaos, permissionless, emotional – think meme coins, pred markets, perps, privacy tools, agent tokens).

The genius part: you don't pick one side. You integrate both.

You park most of your bag in the order side for survival, but you play in the chaos side for alpha, learning, and pure upside. Meme coins are the anarchic training grounds – spiritually pure, as he calls them.

Why This Cycle Keeps Going and Going

Because we're still spiraling up through speculation → adoption → integration.

Every sector gets its speculation phase first (remember 2021 DeFi summer? 2023 AI coins? 2024 memes?), then moves into actual adoption, then integrates both.

We're nowhere near done. Privacy coins, AI agents, prediction markets – all these are still in early speculation mode waiting for their adoption wave.

Retail still has dry powder. Institutions are barely here. Macro is turning friendly again. The divide between the authoritarian and anarchic sides hasn't fully played out yet.

That final separation is what will mark the real top.

What This Means for Meme Coin Degens Specifically

Meme coins live almost entirely in the Lower Left (collective belief) and the anarchic pole.

That means as long as the supercycle continues, we'll keep getting new narrative waves, new animal coins, new political coins, new AI agent memes, new whatever-the-hell-the-timeline-is-autistic-about-this-week coins.

But the ones that survive the full spiral will be the ones that accidentally or deliberately start building real adoption (community apps, actual utility, payments, whatever Dogecoin and maybe Bonk are slowly doing).

The rest will pump gloriously and die beautifully – which is perfectly fine if you're positioned correctly.

The Allocation Framework Hitesh Suggests

60-70% in long-term conviction (infrastructure, DeFi, AI, privacy)
20-30% in asymmetric anarchic bets (early memes, narrative seeds, chaotic experiments
10% cash for when the timeline goes completely insane

Then practice detachment – exit when the data says so, not when your hands get weak.

Final Thought

The market is literally a mirror of collective consciousness right now.

The people who keep their heads while everyone else is losing theirs (and blaming it on the Fed or Trump or whatever) are the ones who are going to make life-changing money this cycle.

Read the full article here – yes, it's long. Yes, you'll probably need to read it twice. That's literally the point.

Read the full piece on Bitget →

Or the original on Foresight News → https://foresightnews.pro/article/detail/92270

Save it, bookmark it, come back to it every time you feel FOMO.

Because this cycle really is going to last longer than anyone expects – and the people who understand the four layers will be the ones still standing when it's over.