I really like the way you break it down.
We will certainly see more governments jump onto the blockchain to get more control of financial transactions that happen in and outside of their countries. Venezuela is also looking to create its own cryptocurrency.
Once they have their own cryptos, I would imagine that they would try to outlaw the use of other cryptos something that Stellar would be resistant to due to its decentralized nature.
Cryptocurrencies brought us a powerful tool to take control of our own finances without having to rely on banks or other middleman.
That alone is why I think Lumens will shine brighter then ever. Pun intended. 😛