This is neither a replacement for Lightning, nor for cashu/fedi schemes. It's a 3rd "thing".
Discussion
I read it. Why's this a third thing? It feels to me Burak doesn't want to antagonize anyone. I like the idea though!
The question is do we continue to develop Lightning? How much adoption will it see. Is it easier to self custody? If so, why have lightning? Do we expect merchants to adopt all the layer 2s? This feels like it could be a bigger mess than ordinals.