I tried to understand what you mean, but, I still couldn't do it well. So, my answer is probably only part of my own speculation about your question. Little bit confused about these.

speculation on the markets, do you mean here, after trading in the market? because, commonly, there is an investment and also speculation.
If you meant so, there are some probabilities:
- Bitcoin for further trading again
-  Bitcoin for long term investment - most people will move the BTC from the wallet exchange to their personal wallet (hardware is recommended).
- Bitcoin for payment method, it will vary on what products or services you got and make payment with BTC.

Don't work without Bitcoin?
I think that all economics here can still work without using Bitcoin. expect, the companies are really related to BTC such as its exchanges or platform concerning with BTC