The current altcoins are too sensitive; as soon as the market pulls back slightly, they follow the decline. The mainstream coins that were once highly regarded are now completely overlooked by major funds. Those who used to invest in these mainstream coins have now gone to the blockchain, only to find that the current on-chain memes are essentially no different from those old mainstream coins, just stripped of their packaging.

Therefore, this round of altcoin rally has already passed more than half of its course, with new things like influencer coins, AI tool coins, inscriptions, and runes having seen increases of a hundred times or even a thousand times.

Conversely, many of those once-glorious old coins on exchanges may never recover. This is why I have consistently advised friends who stubbornly hold onto small coins to quickly switch their portfolios. Instead of waiting for a small probability of recovery with these small coins, it’s better to concentrate funds and only buy leading coins in various fields, such as Pepe and Aave.

Learn to think like large institutions, turning the quality of projects into measurable standards. Currently, playing with small coins is inherently a high-risk, high-reward endeavor.

In the past year, even the strongest coins in various fields have rarely outperformed Bitcoin. I see future opportunities for small coins lying in projects that can yield extremely high returns; of course, the main position still needs to be in Bitcoin.

In summary, for this round of market activity, I do not intend to touch most old coins anymore. Just focus on which sectors are hot and have traffic, and buy the leading coins in those relative sectors.