I'm going to answer my own question, but I'm still very interested in others' point of view. After initial consideration, I think Pal is mostly regurgitating ideas Michael Saylor has been saying for years. Pal is more charismatic, and fun to listen to. His talks are more motivating than Saylor. Pal turns a few dials and knobs to make his thesis less plagiarized. Nevertheless, I think the core of his thesis has already been articulated by Saylor for the last 3+ years, ie - the growth of the M2 money supply is the leading indicator for inflation. He compares the risk-free rate with rising inflation to demonstrate the relative low performance of all other assets compared to #BTC. Ergo investors can wait for inflation to eat into returns on all other assets or buy an asset, BTC, whose price can (and has) superceded inflation sufficiently to compensate investors for the added volatility of the BTC price.