I watched this episode last night. Peter interviewed John Carvalho. Though I know his name for some reason he has been off my radar. I'm going to watch more of him now. He is OG, having been around in the early days. He was one of those Mircea Popescu group guys, so you know he was hard core. His take on the ETFs align almost exactly with mine, so maybe I'm suffering from confirmation bias. He also has an interesting opinion on ordinals, soft forks, and what he sees as new bitcoin dev's "drive towards complexity." Definitely worth a listen.