I think you are almost there.

The real value in Bitcoin is not the value of the bitcoins. It is the value of the industry and business built up around it. Sure you can buy some bitcoins and sit on them and hope for the price to rise and make you a millionaire, but the real profit is in building a business that grows into something that makes you a million dollars every year.

Bitcoin is wide open. The bitcoin businesses that have sprung up weren't started by rich people with lots of money to burn. They were started by people like you and me. These people had an idea and they built something, and they are being rewarded even as the price of BTC plummets.

Take casascius, for example. He doesn't do anything special. He makes physical bitcoins and he has done very well. He's a smart guy and I have no doubt that his next project will be just as successful.

Take johnniewalker, for example. I have a lot of respect for him. He isn't the smartest guy here and he hasn't been that successful yet, but he keeps trying. Eventually, he is going to come up with something great and he will be amply rewarded for all his efforts.