Interesting how this theory didn't really pan out -- new coin creation rates seem to have plateau'd, and thank God... Really, only a handful of them are still used for anything other than speculation.
It did and it didn't.
But it looks like 200-300 networks have survived and will live on.
And now 1000s of 'colored coin' asset can be inserted into their block chains or mergemine on their hash coattails.
So CP & NXT (perhaps eth bts only because they've got the cash) will demo how2 do'colored coin'.
Doge, UNO and i0 will demo how merge-mine works. (why they've have matured distros which is the main hiccup of MM).
Once the path is clear and evident then you will see a wave/explosion of coins again ... this time no mining.
Key then is the asset management and development via DAO model, think micro financing, but more like startJoin.