During the dot.com bubble, it would be very hard to pick the googles and amazons during the chaos. When the dust settled, it was easier to see a clearer path.
I believe we have evolved as a society in terms of investing to be more potential oriented. Facebook was worth billions before it was even monetized. Its the idea of reasonable value is there and learning to extract it down the road. With cryptocurrencies, at least for me, it is easier to see ten years down the road when comparing looking back just ten years ago. Time will tell as it always does.