I'm long $BTC and $SOL. $ETH is in too much of a middle ground BTC locked down SoV and has convinced Wall Street and Nation states Solana locked down being the fastest chain while being censorship resistant (anyone in any country can build/join) while solving insane engineering challenges (Firedancer, DoubleZero, Alpenglow). Ethereum is in this middle ground attempting both where direct vampire like competitors are abundant (Paradigm focusing on Tempo, Monad being 100% EVM compatible, many others), L2s not sending much value back and just feels forced. Im expecting ETH flow to BTC + SOL from ETFs/DATs and/or BTC/SOL ETFs to just do better (see $SOL with 20 straight days of inflows despite market conditions). FYI I love the Ethereum community, just where I'm putting my PA money in majors right now.