Yeah, I agree on both. Really found his content thought-provoking and liked that he took the risk to come to Miami.
Discussion
all that said, he clearly needs to put more thought into bitcoin and the security model that makes it truly censorship resistant - it's pretty cool watching him go down the rabbit hole
It’s always interesting to watch people basically write the whole use case and value prop, but then miss the solution. Dalio all but says it also.