Thanks for the post. I agree that this is an important question. I do, however, have many disagreements.
I strongly agree. Despite appearances, I wouldn't say someone with 10 bitcoin today has "won" at all. Winning means getting more of what you ultimately care about, like goods and services. You only win if you convert your bitcoin into goods or dollars at the right time. I am reminded of "buy low, sell high": an empty phrase that can sound deceptively like good investment advice.
Effective altruism does not imply utilitarianism. Utilitarianism (on most definitions) does not imply hedonism. I would guess less than 10% of EAs (or of animal-focused EAs) would consider themselves thoroughgoing hedonists, of the kind that would endorse e.g. injecting a substance that would numb humans to physical pain or amputating human body parts, if this reduced suffering even a little bit. So on the contrary, I think the objection is relevant.