speculation is running rampant, so market caps don't tell you that much. What is more interesting are transactions (e.g. of the non-speculative type), end user products that solve actual problems. I agree that there's a lot of promise in these various Blockchain technologies, but real world impact remains minimal.
I agree about the hype but the technology is based on solid grounds, revolutionary, and evolving beyond Bitcoin and Ethereum. Just look at new stuff like DFINITY [1] and the cryptographic primitives behind it. Since the barrier of entry is null there will be a lot of scams, no doubt about this, but we will see interesting projects arising. Good projects with good leadership have new ways of funding.
