Not clear on your "Bitcoin will be the Yahoo" reduction. There's scarcity and commodity qualities to take into account, and making absolute statements about behavioral economics has a far greater chance of being wrong. Not arguing to a binary reduction; just suggesting signal to noise is way to low to make this kind of prognostication.

So a good qualifier for this space is to explicitly say "My gut tells me that..." While I don't know what my gut tells me about BTC yet, it does tell me that the compromise elemental to all non-BTC coins, including ETH will eventually damage or even destroy them. The one exception might be ZeroStableCoin.