To me with Bitcoin it depends on whether you believe that it is a technical revolution vs an investment craze. The internet dot com bubble was a collapse that occurred because of investors becoming scared by the negative media. In reality the internet surpassed the ten year optimist protections during the same time. Bitcoin, Ethereum and NEO are similar to buying into some of the key elements and current core or the main technology. Does the technology have no or little real world value and is it just a fad? The most widely excepted reason for believing that Bitcoin has value is its limited supply, which makes it good for a storage of value.