https://podcasts.apple.com/us/podcast/money-matters-with-jack-mallers/id1695949365?i=1000683978248
nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle makes some great arguments about Ethereum being wildly overvalued considering the market opportunities (“decentralizing” business sectors) compared to the market opportunities of Bitcoin - resetting money at a nation state level across the globe.
It’s all of trade and finance on one side of the scale and some random defi use cases on the other side.