You can also see it otherwise. $150 billion is about 2% of the gold market cap.
I think you made a slight mistake in your calculation: 36 million per day means 13 billion per year, not 493. The inflation rate today is somewhat less than 10% per year. That is still problematic as it is still much higher than the monetary inflation of most big fiat currencies: for the moment, it is bitcoin which is by large the most inflated currency.
So if bitcoin becomes a success on the few percent level in the gold market or the money market, $10 000, - is reasonable.
On the other hand, you do not do that overnight. In order for 3% of the US economy to be paid in bitcoin, will take a certain time. And it has to be really in bitcoin, not just "using bitcoin a few hours between buying the coins, spending them, and the merchand trading them back into fiat".
It means: being paid in bitcoin each month, keeping bitcoin as one's salary, and spending it at the groceries.
Not yet. But if bitcoin is to become somewhat of a monetary success, a few percent of the market would be the minimum one would expect, no ?
On the other hand, a surge to $10,000.- cannot be stable if the fundamentals (a few percent of the gold share, a few percent of the US economy) are not there, or are not in sight. So that is not sustainable. If ever there is a pump to $10.000,- it will for sure be followed by a huge crash. But, apart from a massive market manipulation, I wonder who would be the idiots to buy at $10.000,- in the coming years. Or even to buy at a few $1000.- as long as a single percent of the market share is not in sight.
That's the way I like to look at it, few percent of gold, few percent of reserve, few percent of forex, few percent of ecommerce, few percent of bricks and mortar commerce, few percent of the 1%'s stash (Remembering that come 1st Jan Swiss banks have to report holdings!) any ONE of those quickly runs into hundreds of billions.
At the moment, I think we have the fundamentals to sustain 2500ish, of course when the market realises that, it will overshoot quite a lot, people may buy at 10k because they think it's good for 12K looking at the uptrend.... *poof* and it's gone, yoyo back down, pull up around 1000-1500, and level in the 2000s... then we get all antsy for months again saying "when's it gonna go back to 10k where it should be" and meanwhile it's building the fundamentals for the next round of crazy... it's gonna take a few years before we've got "stable" stable. It will take chunks of some markets practically overnight... then meet resistance, and just chip away at them at a small percent a year.