(Sorry Mike. Loved your videos. The theory's perfect, you just identified the wrong asset.
Sorry guys but you don't get it. Bitcoin will not be used the way you imagine. Bitcoin will not be used directly as money between merchants and consumers. Different tokens based on bitcoin and backed by bitcoin will be used in competing payment systems where moving bitcoin on the blockchain will be the settlement layer. Gold will always be the ultimate money. The only but very important advantage of bitcoin compared to gold is that bitcoin is cheaper to audit and provide proof of reserves.
I think the most likely scenario, at least in the short term, is that most companies will move more toward their own payment system (gift cards) for payment at their stores. More people will use it and more tools will become available so you can pay at any store with any payment system you like. Taking the onus off of the retailer for payment processing and moving it to a new third party layer.