Jason, good discussion. I disagree with internet adoption metaphor. I remember the first time I got online around 1994 and instanly knew the internet was cool, even before there was much there. Bitcoin still just doesn't make a lot of sense to me outside of wanting to be "off the grid", which of course you aren't as evidenced by the FBI getting back most of the BTC from the recent pipline attack.

I agree that crypto can be useful for people that live in countries with massive inflation, but as far as I can tell, they don't own it. It is speculators in the developed world that own it, so that is not very useful to hungry people in Venezuela or Zimbabwe. In fact that makes it more difficult and expensive for them to own it, so the more speculators that own it in the US, the less use it is to people in poor countries.

Also, blockchain and crypto in general will likely gain further adoption, but how do you know Bitcoin will be the winner? It could easily be replaced by a different crypto that is more useful for day to day transactions. BTC could be like Amazon, or it could be like Pets.com. The internet lives on, but Pets.com is long gone.

I don't pretend to know the future (unlike many fanatics who have told me Bitcoin is guaranteed to be successful), but I certainly have my doubts.