Yes, it's a bubble, but the bubble won't pop until trillions of fiat has been pumped into it, and yes, the companies with true value will survive and become bohemoths.

I do think one can benefit off non-inherent value coins at the moment as long as you don't buy into the frenzy and set hard sell targets.

I think a good gauge of the bubble bursting is when you actually hear about your parents/grandparents who have no idea what a blockchain is holding crypto through some 3rd party investment fund.

Also think Steem has no strong competition at this point and will continue to thrive until such time, and Steem still might thrive afterwards.