I think that this Blockchain craze is similar to the Dotcom bubble, which means both that a majority of these new Blockchain based companies will fail... AND that Blockchain will completely reshape the way our technology works in the coming years.
Identifying which is next to impossible this early on. All that we can do is make the safest bets possible and stay as aware of the news about the Crypto Market as we can to better track which Projects are doing well and seeing adoption.