If BTC is "digital gold", what's the actual equivalent of silver or oil?

People love the "digital gold" narrative for BTC, it’s simple and it works for store-of-value. But I’ve been thinking about the rest of the ecosystem lately.

If we extend that macro analogy, what actually fits the role of digital silver or digital oil?

* l Is [ETH](https://coinmarketcap.com/currencies/ethereum/) the obvious "oil" because it literally fuels the largest utility layer?
* l Or are we looking at DePIN/AI compute tokens as the new industrial backbone?

I’ve noticed these traditional market mappings usually break down pretty fast when you look under the hood. Curious to hear how you guys categorize utility vs. store-of-value in your portfolios.