I understand the BCBS lines much more clearly. It was a forerunner of the trend, is still one of the best examples of its style, and trades comparatively highly.
Someone posted the picture on BA too, and I think one of them nailed it. It's not trading, and it's not even so much personal consumption. It's just a fear of missing out.
I feel like a lot of people new to craft go through it (I did several years back). Most eventually settle in. But the influx is just so high right now, and probably will be for some time, that this is what we have.
Actually agreed with your other point that the increase in demand has had several positive aspects as well, e.g. Backwoods Bastard sitting on shelves, able to be purchased by the case this year.