I'm mid-way through the linked podcast w/ Patrick McKenzie, formerly of Stripe, who also writes a dynamite newsletter on stuff pertaining to the financial rails.

I recommend his newsletter unreservedly if you want the intersection of clear writing and deep expertise into something central to issues bitcoiners care about. I'm always on the lookout for actual expertise on these matters, since the opinions of people who don't actually know wtf they're talking about is a DOS attack on my capacity to understand the world [1] and I'm being increasingly guarded about allocating my attention.

Anyway, if you don't know his work, this discussion w/ the Bankless bros, who are Thought Criminals par excellence, is a nice introduction. I feel smarter having listened to it.

[1] IMO, the most interesting treatment of this idea in fiction is Neal Stephenson's criminally under-valued best book.