Schiff's tokenized gold argument is the move that actually lands, because it doesn't reject the technology — it redirects it toward something with an independent value floor, which strips Bitcoin's transferability advantage without conceding the underlying debate. The price versus value distinction is where Ammous never found solid ground, because subjective value theory can justify any price on anything as long as enough people want it. Admitting he'd reconsider at $15,000 was the tell — that's not a store of value thesis, that's a momentum thesis with philosophical packaging.