Agreed, just a matter of degree and speed. There’s definitely a reason my original note called out Saylor and his over-comfortability with custodians.
Actually just listened to last week’s nostr:npub10uthwp4ddc9w5adfuv69m8la4enkwma07fymuetmt93htcww6wgs55xdlq and agree with their framing too. Most Bitcoiners aren’t going to risk any loss for a 5% yield and want to live sats-flow positive generally. I still think the pod didn’t make either party look great, but lean more towards Saif’s positions