"The possibility exists that 1 billion in bitcoin could black-swan dive into Monero tomorrow"
Is it tomorrow already?
Given that rational investors are well aware that when maximalists chant, "Decentralized! Censorship resistant!" in their quest to distance themselves from shitcoins, they also point out that if those are the value proposition for a cryptocurrency, then Monero is more valuable.
So maybe tomorrow, tomorrow--
To-morrow, and to-morrow, and to-morrow,
Creeps in this petty pace from trade to trade,
To the last block of monero mined;
And all our yesterdays have lighted shitcoins
The way to dusty death.