Wallet creation means nothing, I've created hundreds of wallets, and I just played with bitcoin for a bit as a small time interest. People can make as many as they want, and routinely do for security principles.
variation over time obviously means *something*
ATMs, circle etc at least are a necessary part of infrastructure should anybody ever decide to use Bitcoin. A reduction in barriers to entry.
The only true fundamental that matters is the fact that bitcoin does not solve any problems for average people.
in the 1990s, the www did nothing for average people either.
I could list problems it solves and opportunities it creates, but it's boring doing that for the hundredth time. You would be correct in saying they do not all exist *yet*. But I'm betting with my wallet that they will within a few years.