While I applaud the diversity of innovation that's now taking place in this space, it's becoming clear that the evolution of social network brands and their relative competitiveness is not a very instructive template for cryptocurrencies.

The last 2 years has seen every conceivable type of technological improvement over bitcoin's original appear on the scene. There have been many great successes at a technical level - better speed, smaller blockchain, proof of stake, contracts, assets etc. Yet those technical "improvements" never translated into relative marketcap. None of them even made a dent in Bitcoin. Litecoin probably got the furthest at around 10-20% but even that fell back and now stands at a paultry 2% of Bitcoin's cap.

Look at the top 10 market caps - they are all *originals*. There are various reasons for that - not least that it takes a monumental failure of a large cap asset for a holder base to wholesale dis-invest and re-invest in something else. All kinds of subtle network effects are another. Look at BTCe, one of the words formost and oldest exchanges. It still sticks with the coins it had 2 years ago.

DRK's technology and network properties will be improved upon in all kinds of ways I'm sure, but as far as the market is concerned it is A. an original crypto and B. a coherent, consolidated technology with a great track record of delivering results according to declared milestones. That will maintain and grow its marketcap for the long term.