Parts of the keynote are based on Bitcoin is Time, which gathered a lot of attention back in the day.
Some parts are from follow-up pieces and threads, which relatively few people have read, I believe:

dergigi.com
PoW is essential - A failure to understand proof of work is a failure to understand Bitcoin. | dergigi.com
Thoughts about Bitcoin and other things.
dergigi.com
Memes vs The World - This is our meme world, everyone else is just living in it. | dergigi.com
Thoughts about Bitcoin and other things.
dergigi.com
Time Requires Heat - Why proof-of-work is not optional. | dergigi.com
Thoughts about Bitcoin and other things.
dergigi.com
Physical Limits - On the physical limits of consensus. | dergigi.com
Thoughts about Bitcoin and other things.
