I think he sees clearer than most
He thinks only in fiat terms but that is a conscious decision & I think he has plenty of sats in cold storage as a hedge.
He's trying to decentralise his plan by encouraging local companies to replicate his model. Each company will have its own regulation, 6102 & currency risk.
OG bitcoiners will sell their bitcoin in disgust as he slowly pumps the corn to the moon. All liquidity will be absorbed.
I think straight Bitcoin out performs all but the first category. There's a 4th category he didn't mention & that's the ones that get wrecked on leverage using the wrong instruments.
Fixed income has a $300T total addressable market. Bitcoin has a $2T market cap with a realised market cap of about $1T.
