Your point is on point. I studied Finance as an undergrad and the entire construct is based on cash flows (CF). Decisions are made on CF analysis.That and the cost of capital. When there are companies that derive growing CF from BTC, they will sit up and take notice.
Those old enough to remember may recall these guys shitting on the internet and tech companies. Back then Buffett would just say I dont understand it and I don't invest where I dont understand. He then became best pals with Bill Gates.As a result he now owns hella Apple, etc.
If they live, they will come around, late as usual.