So, model predicts that we'll see Tesla diversify their crypto holdings to reduce their BTC position at some point. Probably they have a guy on this full time. Probably around the time when common remission apps, BTC's main legitimate users, ubiquitize support for coins with lower fees. He would be exactly the right person with the means (tech clout) and the motive (environmentalism) to mildly but significantly accelerate the transition to more efficient coins.
It bugs the hell out of me to see Ark Invest guy telling the "bitcoin isn't wasteful" story, he clearly sincerely believes it. I dunno. It's really hard to imagine musk being wiley enough to like that thread ironically, maybe my model of him is wrong and he started going senile like 6 years ago. But it seems just as likely I'm underestimating how often he lies.
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