I see Bitcoin as the anchor and the other projects are extensions of Bitcoin, what BTC can't do well we now have multiple experiments to find the best solution to that problem, let's say smart contracts for example. Once the market settles on one and we push it to its most efficient, capital will flow to the next problem and so we take the value sitting in BTC and push it out into new improvements for the entire sector,

It all seems fragmented now, but it will come together in some weird way eventually, I believe