Forget BTC baby, I'm all about that HBD!
You are right on point with this analysis, but it's the major institutions that have fueled the major rallies in 2017 and 2021 while retail FOMOs in and tries to eek out profits. The large IBs made their money on the way up, sold the peak, rinse and repeat once the bottom is in to start accumulating again & create another FOMO bull run. Story as old as time. To win in this game, just copy Blackrock and Goldman with a few account trackers for important US politicians and you have a recipe for success (if generating profits is the goal).
I think the way to win the game is to keep buiding around them. There is enough open source software being developed that can be forked and used for the purpose of freedom.