I do think ETH will be fine, I just struggle with the case for owning it vs BTC/SOL, and haven’t heard a good case for why it’s bullish *against* those assets. 

We saw like a week post-election where it outperformed, and then ETHBTC got sent back down to new lows. Would be keen to hear a material case for ETHBTC or ETHSOL being green over the next 1y

BTC at ATHs
SOL <10% off ATHs
ETH at the same price it’s been all year, still 60+% off ATHs

I still hold ETH but it’s for spiritual reasons not financial ones

Hot take: ETH is maybe the highest risk/reward bet right now.

If the scaling roadmap pans out and we get billions of TPS interoperable and secured by ETH with arbitrary VMs, then that basically obsoletes everything else.

If it doesn't, then we continue down the path of varieties of competing chains.

A doodler and computerer. I like permissive/permissionless open source, smart contracts, p2p systems, room-scale VR, and NixOS.

shazow.net

Currently: WhatsABI

Though I don't think The Market is sophisticated enough to see that as the current bet. It's probably still stuck on "wait, so are rollups parasitic or not??"