#4 and 5 are the big ones, but I'm surprised at #1. Lightning is a complicated solution to a purely political problem (legit scaling issues haven't been seen yet), and his oversimplification (zero fees, really?) of the issue doesn't build confidence.
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The moment someone is bullish on the LN I tend to regard him as uninformed... I may be wrong, but even if LN becomes functional in 18 months the market will have moved on.
End of conversation
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