Paul is 100% right…in 2021. He’s wrong in 2025, albeit with some legitimate, albeit rudely and misleadingly put, criticisms. A cautionary tale for us all: BTC moves so fast and changes so much that if you aren’t constantly trying new stuff and updating your mental models, then even if you have many years of experience in BTC you can be grossly inaccurate in your assessment of where it is today and how people are using it.

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Can you expand on this? Have the fundamentals (in terms of scaling) of lightning changed since 2021? His argument is that we should be building something that can scale to the whole world, rather than accumulating a "sunk cost" in something that can't ever reach that scale. I think that's a reasonable argument (although he has a knack for rubbing people the wrong way, for sure)