Hi, yes that's me. Too deep into business to be anon. Sorry to hear for your poker losses.
I am re-adjusting my ratings on the site. I am actually not that bullish on ETH icos right now, and re-reading the post thinking, I am adjusting. I don't know about long on Ethereum, I think there's definitely some actual projects coming out soon, so one would assume. However, everything is open sourced, so we might see an augur and augur classic. Up until now Ethereum has been a play token for the hopes of the future, so maybe if there are running projects that would make sense for a long term strategy.