ETH plays a role in transaction fees, staking and network security. But there's a catch here too. More activity on Ethereum doesn't necessarily translate into proportional value accruing to ETH, especially as Layer 2 networks make transactions cheaper. For the next decade, I'm more interested in two questions: $BTC: How much global wealth will eventually find its way into Bitcoin? $ETH: How much economic value generated across the Ethereum ecosystem will actually accrue to ETH?