Ethereum is about to become stupidly cheap and fast.

I agree, I haven't seen almost anybody smart enter the industry in the last years. "Where the smartest young people are going is a leading indicator. He tracked Stanford kids shifting from crypto to AI before the trade was obvious."

ethereum won but most don't know it yet.

I really like Druckenmiller

To me Ethereum was never about the EVM. I highly highly dislike the EVM. Let's just move to RISC-V and keep EVM for backward compatibility. I also like a lot the binary tree with blake3 or poseidon. I'm not knowledgable enough to decide with hash function but the binary part is