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I guess the tempting, although perhaps crude, comparison for me lay in them both being 'social layers' of Bitcoin, putting aside the nuances you've articulated.
Fair. Actually, I think that's the way most people see it and why some people feel like they have to pick one.
It might be confirmation bias, but I find twitter-like social experiences poorly suited to achieving social consensus on any matter (let alone bitcoin). Social consensus on twitter-like sites seems to mostly be top-down - great for mantras, platitudes, promotions, and commands from high status or status seeking people.
I'd rather bitcoiners go back to the talk forum or delving than another twitter-like platform as the social layer.
To be clear, I like twitter-ish sites but I mostly use them for entertainment, worshiping very specific people, and leads on breaking news.
My basic understanding is, as a permission-less global unit of exchange, Bitcoin can and will coordinate all economic activity happening over the internet.
I'd agree. The main point I'm making is that bitcoin will allow us to coordinate in ways that weren't possible before. I think bitcoin will allow us to solve coordination problems on the internet that we've only solved IRL and solve coordination problems that only exist at the internet's scale.