I'm not sure a world where 60% (was it more?) of the currency ever created in the history of mankind has been created in the last year is the best benchmark for what's hype and what's not.
The market can stay irrational longer than you can stay solvent, but it can't stay irrational longer than the real world forces allow it to. Everything that goes up must come down.
My guess? Something as boring and generally avoided as CORBA.