Do you know about Mark Goodwin? (https://xcancel.com/markgoodw_in). He has an interesting theory about bitcoin being tied to stablecoins (his book is called the ' bitcoin dollar').. It fits the narrative that the price of bitcoin is under control now due to paperization, but that it will remain a store of value (actually it might be too big to fail). I see quite a lot of similarities to your current vision, except that I don't see him talking about tokenized gold being tied to fiat.