I love Balaji and honestly, he is very eloquent and charismatic, but being honest here...I still think that Coinbase buying earn.com was a pretty clear and obvious bail out by his SV friends in high places (A16Z etc). That company was going nowhere after raising $120m 4 years ago and the best they came out with was email spamming crypto payments that coincidentally got bought for $100m by his other friends' company that was doing well. I mean let's call a spade a spade. With that said though, he is right on a decent amount of his blockchain ideas and predictions (just not predictions when they involve his own company apparently).