Money is a natural monopoly within a given market.  Barriers to liquidity define the boundaries of a market.

I hold that there is a single market for transparent global instant liquidity, and it is dominated by bitcoin.  The best predictor of the winner of the contest for monopoly, ceteris paribus, is the current leading provider of liquidity, in this case, Bitcoin.

I hold that there is a single market for dark global instant liquidity, and it is dominated by darkcoin.  Darkcoin is fatally flawed, and doomed.   The leading candidate which does not suffer from these critical flaws is Monero.

I hold that 2.0 functions are not properly implemented by a currency.  There are other, better, more honest ways to fund a blockchain.  The winners in this space will not be currencies traded on exchange, because that aspect detracts from their function, and makes it less efficient.  The winners in the race for marginal value will be 2.0 apps which integrate with the liquidity functions of bitcoin and/or monero.

So far I haven't seen anything which changes this picture.