Part of the logic of "bitcoin has already won" relates to lindy and technology adoption curves, as well as the software development maxim "worse is better". Bitcoin is unquestionably the simplest, and this hugely weighs in its benefit because it's still here and still slowly moving towards small reconfigurations that close previous holes.

The unraveling of the order is also bullish for it because this unravelling isn't a new thing in history, happens basically like clockwork every 400 years. Last time there was the unraveling was the birth of paper money and banking, out of the tail end of the Crusades and the Magna Carta that went along with it.

As the order unraveled last time, we got the USA, also, and the modern liberal democratic state.

These are just trajectories that tend to be repeated and you don't have look far for the patterns in our own last 20 centuries happening over and over again.