[pedrocr]

During the internet bubble fundamentals didn't matter because it was a new economy, valuations shot up, everyone was seemingly raising a lot of money to be the next best thing and then the music stopped. Reasoning of the form "this seems crazy but it must obey different fundamentals we don't understand so let the music keep on playing" should make us uncomfortable.

> Can't deny it is an interesting space!

I'd actually disagree exactly because of the lack of "killer apps". There are plenty more interesting things happening in technology when you consider no one really seems to know what to do with this. Right now blockchains sound like get-rich-quick catnip for geeks.