Exactly. But some maxis have lost the plot and are acting as if this is just a question of "consensus" and make-believe and having a functional network doesn't matter at all. They sound almost like keynesian clowns at this point.

I believe they are simultaneous. To be a MoE it must have value. And to be SoV it must be able to be used as MoE. One cannot happen without the other. Trying to argue which one happens before sounds like a chicken-egg problem to me.

It has taken a long time between the blocks becoming full and having a functional lightning network. That caused many merchants to stop accepting bitcoin. Now that lightning is functional it should regain the lost ground and hopefully much more.