Good thesis but the flaw is to think that bitcoin scales linearly.  A 100T asset has a completely different threat model to a 1T asset.  And bear in mind the security halves every 4 years.  It's a subtle thing.  Attracting capital is one part of the problem.  Protecting it the other part, and often dismissed as easy.  The threat model if an ant is different to the threat model of an elephant.