I agree with almost everything you said!
In short STEEM is awesome and although less focused on, it is a great medium of exchange, fast, free and easy.
Graphene is also awesome!
Fundamentals are strong, I think we ended up hitting $2.60 roughly, so pretty clost to my $2.75 price target. I do think there is still a lot of potential for growth.
The only thing I would say is that there are a lot of projects on Ethereum that are really exciting, as you pointed out they may not be as visible as steemit at the moment, but they are there. @kyle.anderson is doing some great work covering the developments
https://steemit.com/ethereum/@kyle.anderson/introducing-status-gateways-to-the-decenteralized-web-bringing-applications-into-the-hands-of-users-mobile-ethereum-wallet
I also have a few posts in the works with more detail. The Ethereum Enterprise Alliance also boasts a very impressive members list.
I do think however, that if Zappl is successful and more apps are built on the Steem blockchain, your words will be very true! " It's kind of a game changer".
Thanks for reading and keep up the great posts, I love your work!