I have been watching something I call the "BRED" Portfolio - Bitcoin, Ripple, Ethereum, and Dash - and it's on an insane tear right now.
http://metacoin.co/five-month-buy-hold-strategy-10x-money
Part of me thinks this is Tulip Mania all over again, and part of me thinks that the shakeout that's coming will mean that the strongest, most viable coins will win out.
But wow, it's insane, eh?
Great post. Added you to the list of folks I'm following.