As for the cycle-breakers:
1 can happen but will be very risky if it happens without say 2 or some other tangible base.
2 will happen and your comment is on the spot but I give this one a surprise upside potential later on.
3 can partly happen without much effect on Bitcoin itself.
4 will not happen that way.
5 will happen in a sci-fi movie.
6 will happen and depending on its magnitude will have a positive impact. However as it gets in, institutional money can also get out and the anlysis needs to be more complete as to the circumstances enabling this inflow.
If the upside scenario was to happen, I would assume a trickle of 6 culminating in to 1 with dreams of 2 and talk of 4&5.
Alternatively, as I’ve argued in https://medium.com/coinmonks/bitcoin-two-roads-diverged-in-a-wood-ca08282c0443 — Bitcoin prices can return to 2016.