People invest into assets which create “an incredible shift of wealth towards the early adopters…
John Light
1

First that is a completely different scale. The early investors don’t “own” 10% of the world wide economy after an successful IPO and second: Stocks are less self referring. To some degree they have value because people think they have value but there are still underlying measurable key-numbers. This means it is not a pure coordination game.

Currencies are a pure coordination game. With a few clicks you can create a new currency nowadays that is despite from adoption as good as the others. So that will make the late adopters use a new one.