As it stands, bitcoin is much better digital property than it is a currency competing with the dollar for global reserve status. That's right in line with his thesis. Bitcoin devs focusing on scaling and privacy have the goal of making it better currency. A lot of speculation on my part though 🤷 

 I think we're largely in agreement. The question is, does devs making Bitcoin a better medium of exchange increase or decrease the value of Saylor's stash? Given it will increase demand, it must increase the value.