Nice analysis. I think it's important to keep in mind how young this industry is. Ten years from now there will be thousands of new tokens used to incentivize participation in myriad social networks. My own sense is that Ethereum will remain an important utility platform and Bitcoin will be the primary store of value for the crypto ecosystem so both are safe bets.

Hash power security, decentralization and adoption are important first mover advantages that will keep both Bitcoin and Ethereum at the center of the ecosystem. Incredible to be part of this transformative industry.