All you've got are dev teams, technological differentiation, and other things that you can only hold OPINIONS about.
I disagree. Technical differences are quickly large enough that you can't talk solely of "opinions" when comparing them.
For instance, compare the DarkFlarb code base now, and the DarkFlarb code base 1.5 years ago. I woudn't call that an opinion, in fact this is quantifiable enough to be called a technical "fundamental".
Economically, I agree there isn't much fundamentals to talk about. Apart from uᴉoɔʇᴉq, no crypto really has any ecosystem at all.
I'll buy that. I think you're correct when you say that the differences are not just opinions, certainly among the learned (i.e. not me!).
But to be more precise, I'd say technical differences and code bases don't translate to value the same way earnings or user metrics do. That is all opinion/speculation.