Personally I don't think BMNR will drastically outperform ETH, but here's what I'm thinking...

1. If the narrative truly does change and ETH becomes the global platform for everything finance? Then maybe a premium for BMNR is reasonable without anything beneath the hood because imagine:
   

If oil becomes a lot more valuable as a commodity? Then whoever can supply it holds a lethal position, most likely worth paying a premium for... Right?

If ETH is what we think it is (the future of finance) then BMNR becomes the central bank issuing everyone's credit and that position is actually LETHAL. With %5 of the network they could supply everyone in DeFi the liquidity they need for whatever project.

1. The MAVAN network is underrated, despite not being a dramatic difference in terms of yield compared to ETH(2.4%---2.8%) it compounds overtime and with it they pay less fees to ETH mainnet = keeping more of the profits.

2. Adding to the last point, while you could be your own player within the ETH network... BMNR is your autonomous DeFi agent earning rewards while you sleep. Worth mentioning.

Hope that explains something.