Although Tony Seba hasn't posted a lecture directly addressing it AFAIK, he lists blockchains as one of the transformational technologies for the next decade. A

Although Tony Seba hasn't posted a lecture directly addressing it AFAIK, he lists blockchains as one of the transformational technologies for the next decade. And his methodology for picking technologies going through transformational phases (which he details so well for energy, transportation, and agriculture, having made incredibly accurate projections for these years in advance) uses the conceptually simple logic of identifying a logistical function taking hold, and then extrapolating that growth instead of linear to identify a crossover point of majority adoption. What is hard to grasp about blockchains in this light is simply that when following this curve, they are projected to become relatively much cheaper and better across a range of metrics over time with hardware, software and algorithmic improvements, and therefore they will become increasingly applicable across a variety of scenarios, with consequential side effects in the same way that a shift in energy and transportation changes land use. It should be a clue that the narratives of both pro and anti keep shifting around as both are frequently proven wrong in spectacular fashion, while the amount of money and employment piled into the space keeps rising amidst these spectacular failures. The market wants to "win crypto" and keeps losing as it slips out of grasp. Meanwhile, the people working on the core tech are experiencing an onrush of new algorithmic developments and have tons of things to build that they weren't even able to conceive of a few years before. Saying "you don't need a blockchain" is a grandpa joke. Interesting times are happening.