take your time to watch his vids, he talks in range of years and it has value. It takes kind of patience to filter what you are looking for, because he is interested in everything including aliens. For now Steem is still an asset of Steemit and not currency at all. Anyway I see that as big value, when pro advertisers starts to invest in it. For currency and store of value - it's not about rationality so much, rather about crowd move and technology of particular blockchain adapts later.