Ethereum 1.0 was about apps, tokens, nfts, defi, and speculation.
Ethereum 2.0 is about something bigger:
settlement.
if assets move onchain, if stablecoins keep growing, if institutions tokenize everything, and if AI agents need money rails, Ethereum becomes more than a crypto network.
it becomes financial infrastructure.
most people still price
$ETH like 1.0.
the real question is what happens when the market starts pricing 2.0.