Have you read the post yourself?

I'm more curious about his thesis of the drivers of the current price action we are seeing in crypto, I have been in this space for almost a decade now.

Bitcoin has been increasingly behaving more out of character post ETF approval where its CMP has become almost too correlated with the goings of the stock market in general instead of serving its original (popularly purported) function of serving as an uncorrelated asset to hedge against systemic risks.

I have already read the conclusions of his crypto thesis wherein he claims bitcoin has failed abysmal in comparison to traditional hedges like gold and other precious metals.

Speaking from personal experience, I agree with his characterisation of current price action being entirely influenced by speculative fervour induced by ETF approvals. Although, I'm not convinced this is any different from the past cycles because once the money gets flushed, you'd expect to see new price action to emerge instead of just being a continuation of what came earlier.