Totally agreed. I must also add the disruptiveness and growth potential. For an example I think Filecoin has a BS valuation. We have Sia and Storj. Why should filecoin even exist? I saw an AR game on blockchain. The project is great; the game looked shit.
On the other hand Ahoole.io and veredictum.io or my best first impression ever, Monaco is pretty straightforward and even act as simply evolutions of existing businesses.
In that sense LAToken and Bytom are really good stuff.