Some are saying "there's no 4 year cycle anymore"
That is my belief as well. There is an additional feeling about the crypto markets that may follow that thought...
Back in the dot com boon there were countless search engines. So many that a client hired me to write a Common Gateway Interface that would allow a customer to submit their site's url and the program would then submit it to a wide array of search engines out there. Of course we all know what eventually happened. Google. We have a couple of old die hards like Yahoo, yet even DuckDuckGo uses Google while getting a raw search without any tailoring due to the user.
My feeling is the same will be happening to crypto. Perhaps not as drastic as search engines, yet ETH can do many things that a plethora of other coins attempt to do for example. My feeling is that alts will be reduced to a handful of coins of any real value. Others that continue to exist will be for their utilitarian aspects.