you can read my observations
here.
Interesting post.
The salient quote is of course:
Why litecoin? Liquidity. These guys own 5 and 6 digits amount of BTC. They need massive liquidity to increase their holdings by any significant degree. And as such litecoin has been a blessing. Will history repeat itself?
I've had that in my mind for a loooong time. Liquidity is absolutely necessary for the design, marketing, and distribution of crypto-currency, if you want to succeed.