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

this post was basically the bottom for ETH against BTC and SOL

lesson in there.

ETH has the boldest culture. 

It is the potentially the “one ring to rule them all”. It has a credible threat to BTC money and SOL smart contracts platform. It is also the least captured by traditional institutions. (There are offshoots, but not at its base layer).