Possible scenario
Niche Migration Outcome
30% Chance
The migration may be technically sound but fail to materially change user behavior. High Ethereum L1 costs, entrenched competitors, and limited event-market demand keep the move from becoming a major industry catalyst.
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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