Treasury companies, exchanges, and maybe some miners? Historically, exchanges and miners have been bitcoin's economic winners. Treasury companies, I'd guess, survive and will mostly be remembered as a regulatory arb - when institutions that want high volatility bitcoin are/were prohibited from getting the real thing.

At some point a technology company will break out, but IMO it'll require KYC-free tech to become easy to use. KYC'd bitcoin is banking by another name and new cultures aren't going to bloom in that crowded petri dish.