In my personal view, ongoing changes at the Ethereum Foundation (EF) are long-term positive for $ETH because
1. More development work will take place at commercial organizations
Fiat analogy => lower government share of GDP may result in higher productivity
2. Narrowly-focused EF may be best way to ensure adherence to CROPS, which is required to build sound digital money
Fiat analogy => independent central banks are best way to ensure price stability