One of the things that made me less skeptical of Ethereum was that Vitalik has consistently argued based on his view of "Ether as digital oil to power the blockchain", which is to say that the point is not to just hodl, but to create a core technology that can enable different applications.
I still think that we should not forget the "I need a censorship-proof way to send money to someone overseas" story, but mostly as a hedge against the existing institutions, not as an immediate need.
I still think that we should not forget the "I need a censorship-proof way to send money to someone overseas" story, but mostly as a hedge against the existing institutions, not as an immediate need.