First of all, I want to thank you for including the links for the your-market highlights section!
for your analysis, it seems if though the projects can be great, operative projects and still if the market is bearish you want be able to take it up.
I myself, love Golem and think that we will see it grow and flourish it the next few years.
We really need mass adoption for it to be stable and strong... until than, HODL!!!