“…supply must catch up with demand (we must raise the blocksize)”
You have made an assumption here.
Fundamentally, what you want is not “bigger blocks”, but more Tx per block, right? To help supply catch up with demand.
You are not unaware that Segwit will almost double the number of Tx possible in each block.
As well as fixing Tx malleability…
And paving the way for LN….
Cognitive dissonance or just being disingenuous??