Wrt the former, you're right, evidence needed. I was thinking of this in terms of 'real' adoption by e.g., people in developing world, who can't afford a lot of downward volatility. You hear the point asserted but I don't have the data to prove it.
Wrt the latter, I think you're right: I think most speculative interest hooks in once things start moving. Unless you're Michael Saylor.
Would be really good to know how much of this Saylor himself kicks up, actually, as per today's announcement.