This essay contains spoilers for The Winds of Winter
Storm’s End had fallen to Aegon, and with that “impregnable” coastal fortress, the young dragon now held the most strategically and symbolically important foothold in the south of Westeros. However great this victory was though, Aegon’s situation was tenuous. The Golden Company was scattered across the Stormlands, Narrow Sea and Stepstones, and a Tyrell army was descending on Storm’s End. Though secure for the moment behind the massive curtain walls of Storm’s End, Aegon, Jon Connington and the Golden Company’s hope for long-term success did not reside at Storm’s End. Their only shot at victory lay in defeating the Tyrells marching for them and developing alliances and local support in Westeros. The bitter history of the Blackfyre Rebellions had proved as much.
The Blackfyre pretenders’ inability to garner widespread support after the First Blackfyre Rebellion had led to their repeated failures. In that first rebellion, Daemon I Blackfyre and Aegor “Bittersteel” Rivers leveraged the grievances and ambitions of secondary noble houses into a broad political and military coalition. In particular, Daemon and Bittersteel brought disaffected nobles from the Reach, Dorne and Westerlands under the black dragon banner against their regional and royal overlords. Though the First Blackfyre Rebellion was ultimately unsuccessful, the coalition that the first Blackfyre pretenders assembled was instrumental to their near-success. Failed subsequent Blackfyre rebellions, like the Fourth (which had barely stumbled past its landing at Massey’s Hook) and the Fifth (which had never even reached mainland Westeros) had proved to the Golden Company that without widespread organic support, Westeros could – and would – cast them off.
The Westeros upon which Aegon and his company landed, though, was much more favorably inclined to the young dragon’s particular foreign invasion than that of his Blackfyre forebears. The mood in Westeros had turned hostile towards the ruling class long before Aegon and his band of sellsword adventurers arrived; the Lannister-Tyrell alliance, which had been Westeros’ dominant political and military power since the Battle of the Blackwater, was crumbling. Better still for the would-be king, internal dissent against Lord Mace Tyrell was growing among some of his lords bannermen.
The taking of Storm’s End had provided a foundation for Westerosi nobles to take notice of the young dragon, but Aegon desperately needed their homage and swords along with their notice. If it were to press Aegon’s claim to the Iron Throne, the Golden Company would have to do more than win the allegiance of its surviving Blackfyre allies. The Reach had proved fertile ground for Daemon I Blackfyre and Bittersteel when they rose against the Iron Throne. The Blackfyres’ ideological (and biological) successors would now turn to the Reach once again.