Bitcoin is gold, Ethereum is oil; I believe this statement is untenable.

The consensus is that Bitcoin is the gold of the digital age, but whether ETH is the oil of the digital age is up for discussion. Of course, this does not affect that ETH will continue to rise; my personal holding ratio of these two assets has gradually transitioned from 8:2 to 9:1. This is because there are many excellent applications on ETH that need to be utilized.

Oil is irreplaceable, but currently there are numerous imitators of ETH like Sol and Sui, which also perform well. If ETH, which focuses on application consumption, rises too high in price, people will switch to a cheaper chain, thus preventing ETH from going to the moon like BTC. The previous Layer 1 battle was because during the DeFi summer, the Ethereum chain became too expensive to be usable.

Oil itself is a consumable, and its unit price actually doesn't rise much; the total FDV increase comes from the improvement in proven reserves and extraction volume. If we compare hoarding gold and hoarding oil over the past hundred years, then hoarding gold is a clear winner.

I believe that the oil of the digital age is the stocks or tokens of AI computing companies like NVIDIA or some future company that gathers computing power.

With Bitcoin in one hand and AI computing power in the other, both are worth heavily investing in this era.