Great analysis.
Bancor (the original DeFi ICO) introduced me to the concept of the long tail of cryptocurrencies and I've always been a believer in the idea that there would be a huge number. Every little niche will have its own valuable cryptocurrency.
But BTC is the big daddy, the huge stable anchor of the whole system.
I agree that BTC will be mostly for huge transactions between corporates and whatever is left of central banks. But many of the early adopters and HODLers will still have it when 1 BTC = $100 million.
I wonder which central bank will be the first to buy BTC to secure its fiat currency.
Israel is buying huge amounts of US$ at the moment to try to stop the Shekel skyrocketing more. As one of the few advanced countries legally unable to print money will nilly, the Shekel is at 12 year highs against the US half dollar.