This entire thread between Shinobi and Lyn is very worth reading. And, it's one of the exceedingly occasions where I find myself disagreeing with Lyn somewhat.
As much as I am in the "slow and steady" camp when it comes to making changes to Bitcoin, I am also in the "go big or go home" camp. My sense is that Shinobi is as well.
When you look at the ripple effects of the Samourai arrests alone (Wasabi shutting down globally, Phoenix shuttering in the US, Mash shutting down, Madeira Fedimint closing...), the idea of bitcoin scaling solely through custodial lightning banks seems far more tenuous than it did just a month ago. And to pursue this vision is to put a lot of stock in Bitcoiners being able to win at the ballot box and in the govt courts.
It also relies heavily on a jurisdictional arbitrage thesis, which has yet to play out. We would need countries being openly willing to defy the US to protect Bitcoiners. And, in doing so, risk getting sanctioned, kicked off SWIFT, having their treasury reserves frozen, and possibly even having their ruler assassinated and regime- changed.
IDK. That just seems increasingly dubious.
Bitcoin is our one shot at separating money and state. It is this ridiculously brazen, Promethean endeavor to steal fire from those who imagine themselves to be gods. And yet, somewhat paradoxically, it seems to me that we risk the Bitcoin story winding more like that of Icarus - flying perpetually close to the sun and having our wings blowtorched by the State - if we aren't more bold in making changes to bitcoin that allow for greater self-sovereignty.