Ethereum will win, it’s inevitable
(Sorry, watched the matrix on my way to Dubai)
But ETH the token needs more attention and better growth drivers
2017: ICOs
2020: Staking
2021: defi
Since then we are missing that driver, value capturing should be it!
#basedapps
ETH will win against alt L1s and BTC
With Gensler and Warren out and a pro-crypto administration in, the onchain gold rush is upon us.
As this gold rush progresses, it'll become clearer that ETH is winning against both alt L1s and BTC.
Alt L1s will lose to eth because the serious people arriving onchain will prefer the security, control, customization, scalability, and integrated economy offered by eth's L1 L2 model, supported by eth's new real-world growth programs, best-in-class infra, deepest onchain markets, and most mature app layer.
Just ask Coinbase, Kraken, Sony, BlackRock, many other corps - and maybe within a week or so, OpenAI - why they prefer eth.
BTC will lose to ETH because it'll turn out that being a pure digital asset with no apps is not actually that valuable compared to onchain growing 1000x larger and the vast majority of it being on ethereum.
And also because by 2032, it'll cost 0.0017% of BTC's market cap to 51% attack it for a full day, leading to a series of crises and collapse of confidence in Bitcoin.
ETH wins. The world just can't see it yet. You're buying a multi-trillion-dollar asset at $200B.