I agree (in "speculating mode") with most of your post, but I fail to understand the 750KBTC LOST COINS theory (you're not the first to come up with it). If they were stolen, what makes you think they are destroyed? I would believe the thieves have secured and/or resold them already, so they are still in circulation, not destroyed.
In the theory I just posted, the 750,000 coins aren't destroyed. It's just that the
market has been behaving as though there were 750,000
more coins than there actually were
since 2011. The "effective" monetary base of bitcoin would have just shrunken by 750,000 BTC.
OK, now I got your point. Yes.