I think my article is directly related to this. I touch on the fact that there are many crypto-currencies and that as more exist the scarcity of all drop. There is a significant bubble forming in cryptocurrencies, but I think Bitcoin will shine through for the reasons you state; people need to know it is legitimately scarce and the majority of investors are not active traders. https://steemit.com/bitcoin/@volyntaryist/the-benefits-of-having-a-dominant-cryptocurrency