It doesn't directly figure in their analysis, but if we're talking about "replacing" one thing for another, the comments by @dan that EOS will replace STEEM would seem to be more damaging to STEEM than anyone else, something that Weiss seems to be overlooking. Meanwhile, there is a complete absence of that kind of thing BTS vis-à-vis EOS, in fact it's just the opposite as there seems to be strong synergies between the two. Could it be that Weiss somehow thinks a "merger" of the two could somehow mean that BTS shareholders would be left out in the rain? Not a very reasonable assessment if so.