Joseph Lubin, the co-founder of Ethereum and of ConsenSys, has recently argued that bubbles are good for cryptocurrencies and their ecosystem as while the market price of these may go down, it gives developers and businesses a chance to consolidate and built infrastructure out of the public eye.
Personally I don't think things are that straightforward but then again i also think Lubin got lucky and doesn't have as much credit as news outlets give him for the creation of ETH, but that's just me. What do you think?