I think MonetaVerde and some other CN coins would profit if a bitcoin bubble happens, but a little bit delayed. Part of the BTC bubble money will go to MCN. If bitcoin bubbles, many new rich people will be created that are already aware of MCN and CN. This will give very much up pressure and I think also a lot of competition in the mining business (since people get 10x more fiat, means 10x more mining power for the same amount of BTC, difficulty will explode). But everything will be delayed. I think this kind of delayed movement is good visible witch LTC during the last BTC bubble. The delay will not be long, maybe 3-7 banking days, since also fiat has to be moved.