I was thinking the same thing while reading through this essay. I know the firm he works for (A16Z) is investing in the cryptocurrency area and even just did a podcast[0] on it.
Regardless of his opinion, he probably should have added a one-liner as to why it he didn't think it relevant.
Otherwise he leaves the reader wondering did he forget? or not think it will have impact? or feel it's outside the scope of what he''s discussing?
Regardless, it was an interesting read.