To be honest, it's very hard to value the first serious descentralized asset manager because if it works, its potential would be huge. I view this is an early stage business that isn't a year old and is already cash flow positive, with a top tier team, in an attractive industry where descentralization offers lots of advantages vs. traditionla business models. But really, who knows!

To your second question, I really don't think that Yearn should limit itself to the Eth ecosystem. Why should it? What would need to happen is what we're already starting to see- the barriers between crypto and fintech getting blurrier and people getting more comfortable with using crypto not only as a place for highly speculative investments but also as a place to generate reasonable yield at reasonable risk. This would attract much larger sources of capital.