I agree with the AVAX thesis only because AVAX still has room for growth compared to Solana. Solana is almost 4x the marketcap of AVAX so that's something to kerp in mind. Now that the biggest players are eyeing AVAX, I might get myself an AVAX bag just incase Larry Fink decides to pursue a AVAX ETF instead of Solana ETF.
I haven't been a fan of Avax but hey, I want to make money. The tech is mostly redundant at this point.