The ETH odds are not high
When it comes to investment, just buy BTC
When it comes to speculation, if a big player is pushing the price, follow along, and during a bull market, it can still rise
But if on-chain activity doesn't heat up and there's no demand, relying solely on RWA and just telling stories won't amount to much
So overall, I think ETH should be allocated a bit, just in case, but to say to allocate a lot or chase highs, I find it uninteresting
If we are purely talking about consensus, then it's better to treat it as a MEME.