Good piece of work. Good perspective on the internet and how the tech when internet first appeared had limited consumer participation. This time the consumer, most people, are familiar with using smart devices, computers and so on. While back then, the analog telephone and the TV remote control was kind of the closest thing you could compare to. Or maybe the calculator? :)

I think a good analogy would be to say that when the wheel was invented, it was useful and brought on a lot of value within transportation. Even a wheelbarrow probably could make your life really better and easier. While the real magic came with the engine. At the point people where familiar with the usual horse transportation, putting in a engine just made thing more effective. For sure that had great impact on food prices and availability. So while the internet in this analogy is represented by the wheel, the crypto (to not roule out other consept like Iota) represents the engine.

As you pointed out as well, there is several things that could make this go far further than a direct comparison with the dot-com, but I'll like to add one more. The fact that cryptos are available to a much much larger part of the planets inhabitants. At the time of the dot-com, investing was basically limited to those somehow involved in the stock market. While now, it is available to pretty much everyone. Even to people that donæt have access to bank services today, as we know, some consepts like OmiseGo are approaching as a market by its own.

I am not going to do any estimate, but I think we are really in for a hell of a ride.