That analogy is spot on. It's not just a difference in business model; it’s a difference in function. Bitcoin (the 'digital gold/payment rail') is like a foundation utility stock. An Ethereum, or other smart contract platform, is a completely different project—it’s the operating system for decentralized apps, more like a high-growth tech platform. And a memecoin is literally just pure speculation. They are all bundled under the 'crypto' term, but their code, community, and economic utility are totally unique, just like a logistics company, a commodity producer, and a cutting-edge EV manufacturer.