There will be a hard fork eventually, to fix the timestamping issue. This will cause a lot of people to see bitcoin less as something that exists in the world and cant be stopped, and more as some temporary social arrangement that could simply die for lack or interest.
We are stuck with 1mB blocks that pose a critical risk to scaling. The whole world cant use bitcoin L1, they couldnt even all use lightning. The maximal decentralizability of L1 verifiability could land us back in centralized custody.
Hey, seriously though. Spread it out a little bit, its easy enough to look at the direction things are headed in and make a good bet. Amd/intel/nvidia/tsmc, own them all, they all are winning in the long term. Turning your ira into a bitcoin etf thermometer wont help you sleep.