Bitcoin has all the properties of a super money that gold can only aspire to be. That has to be on your radar.
Bitcoin is literally at a fork. One path leads to super-gold, the other leads to yet another forgettable/replaceable retail token.
In the most likely scenario, competing camps take both forks and mutual hostility/drama/lulz ensure (as usual).
Have you weighed in on the blocksize debate? I'd rather have sidechains than 20MB++ gigablocks, and am curious where you stand ATM.