Both parts are with misinformative conclusions but that is just their way to see their own false reality. On the first part he is saying about "army of botnets and gaming PCs mining" and "The egalitarian difference is clear here" but conviniently forgetting about the army of Bitcoin BitAxes and how every Bitcoiner Pleb can buy a BitAxe miner that is cheaper than a gaming pc and mine with DATUM and their own templates. This is egalitarian. On the second part, every time criminals are arrested after Monero leaks, they say that the criminals have been stupid and used Monero in the wrong way or wrong setup ... which is his conclusion about LN privacy that it depends on setup ... Anyway.

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I completely agree with this. Bitcoin mining is also defensible according to the Monero scheme with homemade ASICs, but even so, it has a competitive advantage, since the point is that Monero hardware is quick to acquire and abundant, whereas ASIC hardware cannot be acquired in quantities sufficient to attack Bitcoin.