I think this article is really solid, as are all of her articles. Part of what I love about Ethereum and altcoins is exactly because of the speculative, fast-money, insanely risky and exotic assets and protocols it creates. Where she sees that as a negative, I see it as a positive. ETH and its tokens have helped my crypto friends amass more wealth than we would have made working at FAANG companies, and without slogging through all of the bullshit and pain of working at huge corporations. Plus we get to work on super interesting tech rather than middleware that powers the middleware that powers the data mining pipeline that extracts money out privacy violations.
If you want the "safe" crypto play, I tell people to do 60/40 BTC/ETH on Coinbase so they can hold it safely and never look at it again. If you want to make the 10x fast money gains speculating like a crypto degen trader, then the only game in town is ETH and the alts running on its ecosystem.