I think the point is there will be some existing coins that grow in value and some that haven’t yet been invented. Ripple looks like a functional technology that large institutions are adopting in an attempt to stay relevant. Considering that the old banking system will likely be around for quite awhile Ripple is probably a good play on that assumption. BTC is more a play on the other side of the equation in that although banking is going to stick around a growing portion of the financial market will be allocated to non-banking based systems. Draper and Altucher take the view that this portion of the market could become larger than the banking portion and they are betting BTC will represent the largest portion of that new market segment.