Yes and I don’t necessarily disagree with you, but given the situation I wouldn’t have expected Bitcoin to have at all reacted to ordinals yet. At the very least let’s see how it plays out over the next several years.

My view is that birthday message via op return may yet get a little pricey in dollar terms - let alone any kind of ordinals space needs. I think they will just be priced out. When you say financial transactions - that’s surely going to be the most efficient use of the block space data, right ? Billions transferred via the use of a hundred bytes? Hard to compete with those transactions.