I am not sure how he managed to integrate himself into the Bitcoin community, or why so many people have started to look up to him. The guy is stuck in a traditional finance mindset, and there were signs of this from the very beginning when he first started talking about Bitcoin.
He has a broad and versatile lens. His mindset isn’t pro either Bitcoin only, or defi or tradfi, his posture appears predictive on how this assets asserts itself into the financial landscape that exists and will conform to fit it, and what we and humans will want to structure around it as the integration matures.