Great tweet storm. If there's one thing I could tweet on that thread (can't, I don't do Twitter) is that :

*Before* a crypto can succeed as a worldwide payment system, it FIRST has to become a successful SoV.

Why?

Because you can't have a successful worldwide payment system without high liquidity. Period. And you can't have high liquidity without a high enough stable value, brought about by solid SoV as a core attribute first. On chain scalability is secondary to this (although LN completely solves that problem).