According to @stonecoldpat0, objective system analysis yields three trading-relevant takeaways: rollups compete with Web2-scale services for throughput and UX, the Lightning Network is best viewed as a routing network rather than a retail payments rail, and EVM smart contracts offer broader programmability than Bitcoin Script; source: @stonecoldpat0 on X, Dec 5, 2025. This framing directs traders to prioritize EVM and rollup narratives linked to ETH versus BTC payment narratives tied to Lightning when evaluating market momentum and narrative rotation; source: @stonecoldpat0.