If you look at the tech, then there is one thing clear:
bitcoin ordinals on the brc20 (taproot) protocol offer two most important things in Web3 -
1) max. decentralization
2) biggest liquidity pool in existence
As for 1), btc is the most decentralized chain out there.
There is nothing that comes even close to it.
For 2), at the moment the biggest NFT/ layer 2 market cap is still the erc20 one.
But for the market cap in crypto itself, bitcoin claims the biggest.
Buying NFTs, ordinals... requires you to hold the native crypto in your wallet.
And as it is a fact, that much more btc is being held than ethereum,
which makes it much more easier for the broad publich to purchase btc ordinals.
That NFT/ layer2 market cap is going to
swap into direction of brc20 / bitcoin in the coming months,
espec. regarding the hype around it at the moment,
and in regards to the btc halving, that will occur in 2024.
And before / after the halving we have always seen a bullrun, with no exemption to this point.
That way we have a fairly high chance that ordinals market cap will grow as big as the ethereum one,
which would be a 150x growth.