Nice analysis and I agree with most things.
Thanks for that.

I'm still 100% sure that Justin has no idea what he bought. And that makes me somehow nervous. My idea is that he bought steemit inc. after being told it has 1 million+ registered users (but not that there are perhaps 60k active users) and that sounds perfect.
Buying a platform with 1 million+ users makes it look cheap if you divide the price by the number of users.

Does he know about Steem, SBD, Steempower, Resouce Credits, etc., etc.?
I really don't think so.