That 10% of bitcoin's value thing.
I'm not sure if it is Fantasyland or a real possibility.
Think about it.
Battles and even wars are won or lost by the quality of supply chain support. That's SPR's model - support.
So, if you're invested a world where Bitcoin thrives, then SPR being the support network makes sense and that's the reason people will support SPR.
I think it will entirely depend on how well the incentive structure runs. As you said nodes are like businesses. If those businesses are profitable (and support the BTC network) then we have something that could possibly be quite high in valuation I think.
Supporting the bitcoin network will certainly garner a lot of attention. You get 3000-4000 nodes up and running and people will take notice in a big way.
Edit: Curious to hear what others think.