if only ether the asset: > most decentralized coin in a holdings perspective next to BTC, others don’t come close and have major supply centralization (most foundations own 20% of their respective coin, the Ethereum foundation only owns 0.1% of eth) > full stack privacy roadmap is powerful, different. > quantum resistant money is powerful beyond just crypto > actually productive coin, the higher ether goes the more secure the Ethereum network is, and as more value gets tokenized on the Ethereum network, ether becomes kind of an insurance ticket. AKA unlike most coins, ether actually has a use case > has yield, MSTR sells BTC now because it needs to cover its business model, yield generates that excess revenue for eth treasuries in a way that’s not possible for BTC so they are less likely to need to sell their original stack > growing L1 and L2 activity burns more ether .. have to run to a meeting but I can write something longer if interested