I'm possibly jumping way outside the current vision, but here's what's playing in my head.
Currently BTS only derives yield from the facilitation of movements (transactions) in its own ownership ledger (of which bitAssets are a useful derivative). Though this provides a critical transaction facilitation platform for BitShares, I can't help but think this must be a limited income stream because users will always seek to minimise transaction costs. In my view, defining this as the business rather than a tool of the business also does not allow Bitshares to take on the far greater functionality that other businesses engage in, where the real value (and profit) is in the mobilisation of factors of production and the transformation of resources that transactions facilitate. This value-added activity always requires a level of human trust, judgment and intervention.
If such flexibility were designed in however, combined with the employment of advanced technological tools toward superior resource allocation, profit and incentive models, BitShares could become the ecosystem for globally decentralised business, with BTS ultimately developing as its core money (and bit-currencies as a stepping stone).
With this potentiality in mind, certain things would therefore trigger me to substantially increase my current evaluation of BitShares. For example:
1) developing concrete plans for complementary income streams that are less capital intensive than bitAssets
2) developing the toolkit for globally decentralised business, including the integrated use of multiple block-chains, security tools, reputation systems, and capital management systems, thereby facilitating the full functionality of industry
3) employing these tools in the development of business lines to dominate and replace traditional businesses such as banking and insurance
4) making use of a wider group of professionals and strategic partners (beyond coding and marketing, such as financial) to maximise future strategic opportunities