...Besides money that you can only spend by converting it to fiat, isn't really an alternative asset. The appeal of gold was you could hope on a plane with it, and someone could convert it in the blackmarket and spend it for real goods. But this isn't going to be possible any more.
I agree with most of what you said, except that quote above.
bitcoin isnt perfect, isnt accepted in many places but its growing... for example:
http://cointelegraph.com/news/uber-switches-to-bitcoin-in-argentina-after-govt-blocks-uber-credit-cardsWhen China's mining oligarchy can implement MIT's ChainAnchor which turns off your ability to spend unless you comply with your local government's taxation and capital controls, then where Bitcoin is accepted is less relevant than whether it is no longer a permissionless system.
In order for Bitcoin to scale, the mining must become (already is!) centralized. Blockstream's SegWit makes that even more so.
A centralized control over which transactions are allowed, is not an alternative to fiat. It is just fiat by another name or metaphor.
They said Anonymint was crazy in 2013 when he predicted all these things, and yet you all still won't believe that is coming.