Didn't read the links completely, but isn't this just a case of survivorship bias?
In 2011 maybe what he spotted was how human greed was going to make the whole thing skyrocket, but over-analyzing it made him think BTC is a solution for the future, etc, etc.
In 2011 maybe what he spotted was how human greed was going to make the whole thing skyrocket, but over-analyzing it made him think BTC is a solution for the future, etc, etc.