Ethereum is planning on moving from PoW to PoS as well as trying to implement a variety of scaling improvements. Those are not "sure things" and if they fail to deliver on them, ETH will likely fall by the wayside. There is undeniable risk here that you should be taking into account. The fact that we are looking at "moon" situations here is premature. If you want to ride the wave, invest modestly and follow the development path to make sure we are on track before betting the farm. If we go through the next couple major development releases with no hiccups, then I think it will be fair to start the hype train up.
If they succeed they are in a unique position. The PoS thing alone means that they won't be at the mercy of Chinese miners. Instead exchanges can stake and supply themselves. It changes who has "control" of the currency, and that affects who wishes to hold it.