Ethereum is not a threat, it is a hackers paradise. Because it is Turing complete it cannot be proven to be secure, so you're stuck dealing with probabilities and complex risk statistics.
And sad to say, the malware artists are the offense, the offers has the advantage in the cybersecurity arms race, and Ethereum empowers the offense. They do plan to do formal verification, and they do plan to have a good virtual machine with isolation, but ultimately when you hold an Ethereum token it's because you trust the developers.
And it's the same for us. We trust the developers so we hold Bitshares. In the future when there are decideable blockchains and formal proofs = programs then we will only have to trust the mathematics and not even the developers would have to be trusted. Microsoft is known for producing bloated millions of lines of code software with bugs, backdoors, etc, so it's not a threat to Bitshares or competition for Bitshares.
It's actually good for the industry and many of us hold Ether along with Bitshares so it's good for the Ether price, but it's not much more than that. Bitshares hopefully can form a strategic partnership with a Russian bank, and with popular video game companies in Japan.