I would say that nowadays large coins - such ETH, Bitcoin and others got small chances rising x5 even in 2-3 years - as it'd make total cap, including new coins closer to 3-5 trillions.
Still, what I've mistaken - and what should have been taken into account is "Net-effect" - nobody needs a cell-phone if he is only one to use it. Same with coins - sharp rise of BTC in fact is speculative, but what's pushed traders and people to take part in this rally. Understanding that Bitcoin from a "Geek-toy" became a real payment instrument - even for drugs and arms and other illigal stuff now, but it completely makes it MONEY.
With all this bounds on total supply of bitcoin - it looked like a shortage - > pushing prices up.
But what's now ? There are 20+ whales that became really functional now - Bitcoin, Monero, ETH, ETC and others. Talking about their inner compettion - i believe bitcoin will slowly dump his 1st place to new "smart-contract-supporting" and lower fee/faster coins.
But eve now - we got several competing projects and I wouldnt dare to figure out the only one best - we see Lisk on the rise, we got Neo, NEM and others...And I would say these big boys now would slowly change in comparison to each other.
And I would invest like 50% of crypto portfolio in such large whales.
Still there are several mid-cap project, which are also rising and worth of attention. I would say there are 50 + - of those anonymous, low-fee, fast and contract-supportive. Still, just to advertise I would only mention my favorite one - Pascal Coin. If you are taking my words at least 50% true - just better check yourself this coin powers. But pascal is kinda old now ? And turning back to @net-effect@ - > the only thing I am worried about investing in pascal - that crowd,community would just push it aside - as there are already 50+ very popular projects here.
Just remember GSM for cell phones - was not the best, just like TCP/IP protocol for internet - but these techs now fully monopolized their markets. The same thing, i believe could happen to whales of coinmarketcap now.
Infrastructure around crypto - is VERY VERY weak. It uses like 1% of ETH smart contract opportunities, but we can only guess - will it use like 100% ? Still, I have seen from zero to one projects similar to crypto kitties built on other blockchains. Why it's happening - cause our human universe is not infinitie - there "few" people really working and pushing stuff towards, most of work "around the coins" are done on few largest. Even such billioners like cardano - are relly 99% moved by it's initiators. Would the community accept and use the coin ? That's the question.
I'm betting on very small caps cause of theses stuff - but my bets are speculative. F.E. i really like SpeedCash (SCS). Nothing in special, but nice team and only 70 к $ mcap
But it's like lottery - they are doing great stuff, but it's hardly assesable now - whether our economy and society needs their product - as there are already large competitors.
