I am with you on LN, I think it the network is what is going to hold the entire scaling process together, how I think of it now is the BTC to LN works now but we don't know how things work if we have a billion people wanting to use a bearer asset and not promises with 3rd parties

If we have that kind of volume the chain is toast and even if LN onboards most of the daily transactions its still going to be hard to keep liquidity routing back and fourth when needed if on-chain settlement is slow, maybe channel factories help a little but I still see things like drivechains and even Liquid taking on some of that strain to create LN channels

People will naturally flow to where they can open and close the cheapest channels

Then when I look at things like Fedi and eCash, LN is the glue that makes that custodial model works.

To me, LN is bigger than routing between nodes but routing between different consensus mechanisms and makes the whole scaling thing viable

Maybe my idea changes as we learn more but for now, hella bullish on what I see coming out of LN