i think ppl are overly down on lightning when really it works pretty well in the custodial (enterprise?) use case. lightning imo is what will be the interoperability layer that bridges liquidity between hubs of different kinds. ecash (both cashu and fedmimints) are super super interesting and promising as the last mile payment solution for scale and privacy for the end user. it's much better than just custodial lightning alone since it's private, free, and instant.

not much impact on our business yet and definitely no questions from clients yet. i think we're still driving the sound money / digital gold narrative in terms of what wall street is trying to wrap its head around