Great post. Very hard to tell if we are too early or right on time. I like your diversification approach, hopefully, a couple of those will turn into the Apple's and Google's of the crypto world.
I think there are a couple differences between the crypto "bubble" and dot com Bubble. The dot com bubble was in the trillions of dollars and crypto markets are still in the billions, so imo I think we are right on time and if it balloons to the trillions then we may be in more of a bubble but that being said, this is siilar to a forex market so billions are tiny, and triliions are normal..
Either way, to the moon!