Bc of that many will follow Microstrategy playbook and also start stacking btc to keep up. Stocks will be evaluated in how much btc they can stack every year.

It's easy to see that "traditional stocks" will fade away. As more and more companies start moving into the bitcoin standard they will inevitably act cautious with they're aquasitions and mergers as well as what the business focuses on. When you have to spend bitcoin to improve your company, you will be more cautious. Everything will change when the companies see the world in BTC instead of fiat.

Basically my argument is that traditional stocks and bonds die, any bitcoiner worth their salt wouldn't buy the ETF they will hold the underlying.

Bitcoiners will start to hold everything.