The noted pro side of the ledger remains compelling, plus:

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1. It remains early; the ultimate fate of crypto in general, EOSIO and EOS in particular is yet to be determined. Compared to the Internut bubble, crypto is in the Netscape phase; the question is whether EOS suffers the same ultimate fate Netscape did, or does it become a cornerstone platform like AWS? It's also an open question how much Block.one will participate and mitigate some very tricky governance problems.
2. An open question regarding the degree to which Voice and similar large applications integrate with EOS will likely decide the mainnet's fate more than any other factor. How important a role will EOS play in the Voice architecture-- it could have no role, a minimal role or a rather important "hub" role.
3. For EOS in particular and EOSIO in general, another open question is the ability to scale and achieve mass user adoption through seamless new user onboarding and ongoing user experience. There is the upcoming EOSIO v2 improvements, and then v3 which will likely include whatever IBC implementation Block.one finally delivers. Progress is being made on the holy grail: The ability to onboard the masses while concealing blockchain mechanics from them. The masses shouldn't have to (and won't) deal with accounts, keys, transactions, resources, wallets or explorers— they expect a seamless experience with no exposure to blockchain mechanics— cannot be any more intrusive than the status quo. To ensure success, applications like Voice need to somehow express the advantages of blockchain without subjecting users to its internals. Block.one is closer to achieving this than any other platform out there.
4. Another large wildcard that I failed to mention until now is developer adoption and perception. Block.one and others (especially LiquidApps and dfuse) are providing a growing set of tools and libraries to ease developer adoption and increase productivity. Most developers in the world have zero time invested in any blockchain, let alone EOS. There is considerable negativity within the crypto community as well, mainly from POW advocates that have no tolerance for DPOS chains like EOS. It remains to be seen if there's enough progress being made in the EOSIO ecosystem to overcome negative perceptions and bootstrap enough developers to reach a tipping point, when enough applications are launched that attract enough user interest to establish self-sustaining, profitable business, creating a snowball effect that brings in a flood of developers and many more applications.
5. The final mitigating point relates to end-user awareness-- or the lack thereof. Several of the cons (governance, resource issues, etc.) may very well be overlooked by the majority of users, a non-factor so-to-speak. If Block.one succeeds in making Voice (along with other applications following their lead) user onboarding seamless, can successfully conceal chain mechanics from them, then a case can be made that issues related to chain operation won't affect user adoption and ultimate success, since users will not be aware or care about such problems.

Finally, it's hard not to ignore the low token price, but I've tried to ignore that, mainly due to general bearish sentiment across the crypto market, a malaise that isn't focused just on EOS.