“My hunch is BTC is a perfect collateral layer but ETH might be bigger in market cap terms in 10 years for the reasons above. Money and collateral is just the base layer. Everything builds on top. The store of value is collateral, the trust layer and exchange of value is bigger.”
Could be true, I do not see why not. 10 years is a long long time to happen but this assumes Bitcoin also remains the way it is and ETH also continues to be the #1 smart contract and Dapp chain.
Looking at the way things are now, that is probably how the world in crypto will look like,,, but 10 years is huge in tech.