I agree with your conclusions.
The disrupting technology looks like proof-of-work tokens to me.
That is enabling a new phenomenon, money-as-sunlight, which we can see is progressively replacing money-as-debt.
Put that in the solar collection chain, and for the first time ever, we are seeing humanity creating something like trees in nature, an organisation, or community which can start very small with a modest solar farm and mining facility, which can produce the money needed to grow itself, quickly expanding to include green hydrogen production, and solar array manufacturing and waste processing.
With solar powered green hydrogen there is no longer any need for batteries, green hydrogen generators can stand in when solar / wind is under-producing.
The key is simply ensuring always more capacity than needed by the size of the dependent community, to avoid incidents like were seen during Texas shortages earlier this year.
Trees absorb the energy of sunlight, and grow, whilst supplying the energy used by all life.
Currently we share that energy with all of life, and compete for it with them, and one another.
So we can become like trees, supplying all of humanity with the energy it needs in the form of money, with the result that we are rising above the arena of competition with all things for energy, removing our load from the capital energy resources of our planet.
There has always been a disconnect, between the energy of the sun which creates all things, and our economy.
That was until recently with the arrival of Bitcoin and its energy mining algorithm, which seeks out the cheapest possible source of power, which is sunlight, every time, the only truly free source of energy, and it comes from outside what we always considered as, and which was effectively a zero-sum economy.
Bitcoin can be thought of as a kind of hole-punch, each Bitcoin punches a hole in the zero sum economy, through which the energy of the sun shines.
The diameter of those holes is progressively increasing with each Bitcoin, with the result that if we average them out, the ultimate value of solar energy corresponding to each Bitcoin is 1MW of solar power per Bitcoin.
In other words, the existence of the final population of Bitcoin will be proof of implementation of the total amount of solar power capacity which entirely sustains humanity.
So Bitcoin will become an instrument by which we may allocate power to people and organisations, such that they may generate infinite tokens in keeping with it, each token representing Joules of energy, which are offered in markets with Bitcoin, and all other currencies, and company stocks and shares.
By that we get a new kind of finely grained democracy, where anyone can vote for, or support anyone else, or any project, or any organisation, by exchanging some of our own money-as-sunlight tokens, for some of theirs.
Markets change character completely when money goes free, like we saw early in the pandemic, 4Tn dollars was issued, a seemingly impossible sum, oil prices went negatively priced, the only commodity to do so ever, the shares of good yet technically bankrupt companies soared (ie Hertz), and the dollar itself actually went up in value.
The energy consumption of Bitcoin was originally thought to be something very bad, when actually it is something very good.

Fiat currency inflation is currently seen as something bad, when actually it is something very good.
Now we are seeing fiat currencies decoupling from any relationship to capital, they will come to be related to flowing solar energy, expressed in joules per token, whereas the special case of Bitcoin will always Watts per token, the gateway through which the energy of the sun shines.
As for gold, well the future appears not bright for it, unless it somehow becomes a vital element in the solar collection chain.
Check out the long term trend of Bitcoin per Oz gold for avoidance of doubt. It isn’t easily found, but can be produced using the historical price data for each.
Those hanging onto gold believing it is a safe haven look likely to be disappointed.
What all of this means is the technical end of capitalism.
It will no longer be possible to gain advantage by holding capital of any kind.
This is despite the main current capitalist mentality of most Hardened bitcoiners, they HODL believing it is capital, when actually it is much more, much more than they can handle, as they will find out, driven by markets of free money, in a new world completely free of the need to profit.

Anyone wishing to know more can search out the stories around the “Bitcoin Kardashev Hinge”.