I'm out of the loop, why should he not be listened to? I know who he is. Going to take a guess: he's overpromised and undelivered on ETH?
As someone closer to that second group, I think he's been the most consistently interesting person in that whole space. He essentially never writes or talks much about the speculative asset side of the industry (which unfortunately comprises like 99.99% of what it is), but rather focuses on the computer science of it, which (IMO) continues to be interesting, even as (IMO) the fruits of that technology have continued to not be very interesting.