I don't see how they can go over ETH's marketcap. That would happen only if they capitalize on the hype in Japan and China. Could happen? I guess. But technology wise NEO is still far from ETH, especially on the number of developers.
The promise that chinese devs will jump into this is also worrisome, as we would be depending on one community that would be difficult to be up to date with from the outside. So NEO is more a gamble than anything else. And a good marketing product so far. Look at all the terms they use to describe the technology. Sounds like a perfect Ponzi scheme leaflet.

The problem is that everyone you come across is invested on the things/coins they talk about, so it is difficult to find non-biased info.