He's thinking a loud about all of these monetary features of Bitcoin, but none of the communicative network effect features of Bitcoin, specifically the things that Jason Lowry talks about.

which, whether or not the government wants to make use of them for power projections, it seems like the rest of the network will end up making use of them innately... see also:

login with Lightning zap SATs Timelock your transactions PSBTs coin-join for privacy

.... what else belongs in the list?