Excellent post. I continue to maintain the position that we will see a divergence between coins with futures and those without, I imagine some will lose a lot of money when/if that happens.
While I do not think we are in a traditional "bubble" I do think we need to shed many of the speculative and scam coins before we can move to the next level of integration and adoption. but who knows....crypto is crazy.
What are your thoughts on Golem, I was asked about it recently and honestly said that I really do not know that much about it. I have been doing more research into the project and it seems to have potential. You seem to have a very strong grasp of ERC20.