You got the idea. He built it so we could put our own variables in to give us some perspective on who and what moves the market.
There are two big ones I see that are not included. One is as a use as a tax haven. Once those that have their funds in off shore banks decide Bitcoin is a safe place to hide then lots of cash will go in and won't come back out for a long time.
The other is sovereign nations. I researched a little and came up with 87 countries that have other than their own currency commonly used within their borders (this includes the European union too though). So as those start treating Bitcoin like the foreign currencies already within their borders (highly likely as they have nothing to lose) then that is a huge number too.