There's a true belief in crypto ultimately being how transactions are conducted, and there's a speculation hypothesis that more isolation means more extragovernmental transactions. That may or may not mean a higher price for tokens. So many people are hodling right now that it's more like an asset than a currency, so it's hard to say what its value would be if it were actually used as a currency.

As long as people have an appreciation mindset, it'll never actually be used as a currency since there's a disincentive to spend it. The price might just do what it does, and people use it for international transactions that are quickly converted to local currency.