I agree that it's a sign of maturity and success for Bitcoin itself; it's just not a great sign for people who invested in Bitcoin-specific businesses. A great

I agree that it's a sign of maturity and success for Bitcoin itself; it's just not a great sign for people who invested in Bitcoin-specific businesses. A great position right now would probably be "products and services to help service providers integrate bitcoin into their core products". Simple merchant integration is one thing, but more in-depth integrations would be interesting.