Ethereum is the essential platform for tokenizing real-world assets (RWA) and its price must rise significantly to maintain network security; current price is undervalued.
The speaker recommends a core long-term portfolio allocation: 50% Bitcoin, 25% Ethereum, and the remaining 25% in other cryptocurrencies of personal choice. This reflects a conviction that Bitcoin serves as the foundation (digital gold) while Ethereum captures the upside of the new financial system platform.