The change of basic technology will bring application innovation. Ethereum's two-tier and three-tier technologies are becoming more and more mature. The opportunity of industry transformation still lies in Ethereum's layered technology. It should be proficient in two-tier and three-tier technologies as familiar with bitcoin technology. Bitcoin is very stable and unchanged. It is the best investment. But I think Ethereum is more fun.
The blockchain for bitcoin can be used to deploy smart-contracts through counterparty and build dapps within it. Ethereum made it easier with Solidity which is much easier that create and deploy smart-contracts in an efficient way. From this perspective, Ethereum is much more dynamic than bitcoin but bitcoin is specialized in electronic payments and has nothing to compete with Ethereum.