Hm, interesting. It is not hard to believe that ETH will have a hard time scaling. They will probably learn from BTC, but that means they will always be #2 like that. Also, BTC coming out with some very interesting scripting making smart contracts possible. So That leaves ETH either switching to PoS to maintain their wealth and never outgrowing BTC, or risking it all and coming up with a new problem to actually solve.