honest question: is there anyone on here who has a concrete, positive vision for Bitcoin?

i far as i can tell they are in a tremendous pickle.

Real World Ethereum 🌎 
building /daimo ✳️ 

Cope dealer 🙏 🔲

Building interchain. Web3 UX flippening

Price needs to double each halving or security budget declines over time

Security budget as a fraction of value secured decreases regardless

True, unless fees pick up the slack 

Lack of use cases and fees introduces existential risk

same for eth -  use case is settlement layer security. 

PoS and PoW are resilient against different tail shocks. Market is in the process of valuing that resilience. The fee issue is no secret - it’s probs priced in

My bet is FIs will value energy scarcity as a diversification against relative-market-cap scarcity