I think that most of ETH cap will be sucked to pump IOTA the real concurrent...ETH was 45 billion few days ago, today almost 40...
As soon as people will realize that blockchain maybe can't be used for a daily payment system, they will move towards new ideas and concept. Today the real alternative is IOTA. Who is buying bread with Gold ?
Blockchain will for me be a technology used to store value, BTC will always be the king on that market and cant be replaced by any other. It's too big already. When it will be about transfering, paying and exchanging cheap money then maybe IOTA, or any other system based on tangle will be the solution.
I would hodl BTC , long IOTA and short ETH
Any comment or ideas are very welcome :)