People are still in the mindset of thinking of these assets as currencies only, but they display the characteristics of commodities, equities, and currencies, at least base-layer POS assets - mainly because they are programmable, making them very dynamic. Its a brand new asset class. We need to completely rethink the way we view these things.

Also, I was using HIS numbers as a basis to project future value, so those are not necessarily my own projections, although I do think those numbers are reasonable.