If you're an Ethereum investor, there is so much hype around China? Will they ban ICOs? Blah blah blah. Yes this matters in the short term, but this won't matter 5 years out.

If you're like me you probably watched Vitalik of Ethereum, yesterday. If not check it out. He brings up a couple of salient points, most interestingly, that decentralization will face resistance from traditional sources of power. Long term, I see decentralization being one of the largest forces that can topple our existing monopolies in technology, Facebook, Amazon, Google & Microsoft.

Nobody has more to lose than the big 4.

And if decentralization progresses on it's current path they will also be the biggest losers. Their monopolies will fall. No longer will data need to be stored in AMZN S3. Google will lose it's lock in via Gmail, Youtube, and cloud business. Facebook will lose it's trove of data.

What do I think will happen?

A blockchain talent land grab, over the next 1-2 years

GOOG/AMZN will invest heavily in blockchain research and start the acquisition/acquihire process that we've seen in AI/AR/VR

Once open source projects reach a performant state, AMZN/GOOG fork the winning technology and launch their own blockchain

It's a pessimistic future outlook, but the we've already seen it with Mozilla -> Chrome and other open source technologies. But I'm curious to hear what you think.