It was weird. There was nothing substantive at all. It was like they woke up on the wrong side of the bed that day and decided to badmouth bitshares. I really like LTB but that episode was super sketchy. Kind of disappointing.
1 - Sovryn Tech is not Let's Talk Bitcoin, or on the LTB network.
2 - At Toronto the whisper was "Mastercoin is preparing to pay a big fine for taking less than a million USD in fundraising, and if they had taken more than 1 million it would be not possible to pay the fine and instead has harsher repercussions" - Nobody wants to cause a panic, I suspect Brian was hedging his bets so if something happens to invictus he can say "Well I warned you" but not lock himself into saying the sky is falling if nothing winds up happening. This message is definitely being stoked by the Ethereum people who feel it is a competitive advantage to have set up in Switzerland with whom they have good government contacts.
The problem with Bitshares is they started selling a product before they had one, and have had no problem taking money all along the way promoting whatever is currently being worked on. As such, there are many people who feel they were sold a false bill of goods. Those people can upturn the apple cart pretty badly if they sue Invictus, which will make the project very difficult to complete.
The problem of course with Invictus is there is no escape valve for the funds invested in the venture, so they don't care about investors. They already have the funds. They just want to be left alone to work, which would be fine except they're still taking time to promote and network and pivot the vision based on what they think is right, but it's very seat-of-the-pants and makes me nervous.
Mostly though, I think a lot of us feel like we are trapped. Whether in PTS or AGS, selling now is to your detriment and Invictus can keep this up for as long as they want, individual supporters have no option but to wait.