And yet. It’s too early to tell whether either or both of them are right - nor are they mutually exclusive. It’s possible that both are right about the eventual of outcome but merely disagree about the order of operations. There are a lot of people in Tech Crypto who are sympathetic to the Money Crypto narrative: They believe that working to swing the pendulum back towards decentralization is vital, and that tokenization is a powerful mechanism to do so, but also that it’s entirely possible that we haven’t figured out token design yet and that it could be a money token like BTC that we all eventually use (or that there is some much more invisible token swapping thing or that it will be securitized equity style tokens that do it or something else.)