I'm very bullish on @ethereum. As I've been saying for a year, the market doesn't understand yet what's going on mostly because it doesn't have all the information, and because crypto is structurally short sighted.
Ethereum just needs to keep getting cheaper, safer with post-quantum, faster, and better at quoting prices.
Right now the 12s block time is the main bottleneck. With the work we're doing with @gattacahq, @titanbuilderxyz and @class_lambda on the PropAMM world, we'll be able to compete with any centralized player and any fast L1. The work we are doing with @leanEthereum and @eth_proofs is gonna become crucial too long term. ZK will let us increase the gas limit without losing verifiability.
Ethereum will win. We just need to double down on a winning, product first mentality without losing our core values.