Good write up, this is how I was feeling after hearing him rant about how a lock on your front door is "power projection" for 2+ hours on wbd. I mostly listen to stuff in the car/doing my rounds so this saves me from spending any more of that time on lowrey. I feel like we need a more pointed criticism of his work thus far though, something like

-his argument is based on asymmetric costs imposed in the real world

-existing technologies like encryption and airgapping provide a cohesive method for this

-lowrey fails to connect how bitcoin could replace these technologies to secure data that isn't the bitcoin ledger itself

I like the free speech vs weapon bit and totally agree with it, but I think this and other points you make should be addressed separately