The fundamentals behind the Ethereum network have not changed, IMO. The use cases have not gone away, nor has the developers and sheer excitement about some of the projects out there.

The DAO demonstrated resilience of the system and the community. A hard fork is all but inevitable at this point (based on momentum and vote samples). It also demonstrates to the world that the Ethereum ecosystem is resistant to attacks.

Bottom line: the fundamentals remain, therefore the use cases remain. If the use cases are there, pain points can be answered in existing industries and the ecosystem will continue the trajectory it was on. More DAO contracts will be created, pushing more and more capital into various experiments and companies. I'm HODLING ETH and BTC among others.