NGU is “all” that matters because it represents the economic incentive to use Bitcoin. Bitcoin is magical because it aligns economic incentives for all voluntary participants. If you remove the incentive then it is a major blow to the legitimacy of Bitcoin over the short to medium term.
Discussion
If we fail to protect bitcoin, I promise you, the number will quit going up.
NGU may be important, but it is NOT inevitable. Many of the developers working on bitcoin consider the long term probability of success < 50%
Run a bitcoin node, self custody, validate your transactions (hx)
Fail to protect bitcoin, we end up with NGD tech.