I enjoyed your analysis, but I have to disagree. Although there may be a space for both to exist simultaneously, Ethereum doesn't offer a platform for enterprise developers. Will this be solved as Ethereum migrates to POS, possibly, but EOS is moving quickly and has a war chest of capital, being deployed by legitimate venture capital firms to develop DAPP's on the EOS blockchain. If market cap is important to you, I think it is also worth exploring the spread between Ethereum and EOS. Currently, EOS is trading at an all-time high to Ether - a telling sign of where people are putting their money.
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Ethereum won't migrate fully to PoS untill 2019 earliest. EOS will be launched in 3 months at 10k tps single threaded, DPoS consensus. Any backing right now doesn't mean much, its all a bubble, its really anyone's game. The tech, the innovation, and most importantly the END USER EXPERIENCE will win in the end.