Forget Gartner's Hype Cycle ... Bitcoin is following Paul Graham's Startup Curve!
Huh. Nice post! I just said most of this in a thread today, really just from my own experience - the startups i've been in and the ones I've watched all do this, and bitcoin certainly is now. Nice to see my observations about startups are on the mark according to someone with more experience than me.
I mostly made the case based on the current level of investment (mining, forums, banking, lending, exchanges, etc) vs. the current market valuation. In most case when I've seen a startup get to this level, with this much investment, no one is willing to lose their investment, and so they hunt down and find an influx of additional cash. Most startup investors wouldn't settle for less than a 20:1 return, so I wouldn't be surprised to see the basic chart play out, and then more on to what ElectricMucus said above.