I can say from experience working in crypto industry for almost 2 decades, anything which is dependent on 1 underlying platform, when get big enough, they will seek to be independent, and soon enough will be an independent entity, this way or another.
That means I expect almost all big ERC-20 token based dApps, or sub-platforms will emerge as independent blockchains with extremely interoperable manner with major blockchain platforms. That means I expect todays most popular and network effect rich projects will soon enough be not just independent blockchains, but platform agnostic too. Like floating from one river to another, it'll be the end users who will decide which of the underlying platform network they would be using the most, the developers and backend decentralised operators will just be helping make things operate in efficient and profitable manner for themselves as well as for users. And this has actually been already initialised with many popular dApps, which are now available on multiple different blockchain platforms, like MATIC, avalanche, SOL, NEAR, DOT, and whatever else.
If thinking before and after the 2000 dot com crash, think about which companies survived and still standing.
Network hardware, computer hardware, Operating systems comes to mind, like Cisco, HP, DELL, Apple, Microsoft, etc.
All underlying base layers for the top applications.
That's why I try to focus on underlying base layers for blockchain ecosystems.
The application layers might or might not survive, but from the mindset of preserving what I have and not lose it, the existing underlying base layers like ETH, DOT, MATIC, ATOM, etc. with heavy developer and investors network effect, I expect they will survive just fine. There might be plenty more others too, but after looking around I feel comfortable betting on just 2 out of these.
Not worried about short term gambles.
