Presumably they're talking about the consumption of Ether as gas, to run contracts. Perhaps they're seeing that algorithmic trading of currency is more predicta

Presumably they're talking about the consumption of Ether as gas, to run contracts. Perhaps they're seeing that algorithmic trading of currency is more predictable than gas consumption by distributed apps, which may be highly and suddenly viral for some period - e.g. Cryptokitties. Viral use of the DApp in theory would increase the price of Ether due to increased demand.