> I’d estimate the price of BTC would likely increase by two orders of magnitude

I broadly agree that there's no great reason not to allocate 1-5% (I'd go higher on the range, depending on personal context) to crypto.

However there's no scenario where Bitcoin can increase in value by two orders of magnitude. Literally, there is no scenario that can actually occur that will get it there. You're talking about ~$75-$100 trillion in value depending on where Bitcoin is at in a given week or month.

You know what compares well to that? All the public stock holdings on planet Earth, which is just under that line.

Bitcoin is going to be worth more than every publicly traded company in existence, from the US to China and everything inbetween. Not a chance that can ever happen. The odds are zero.