Regarding how to select tokens, the logic is actually quite simple

If ETH is strong, then the applications and staking beneath it will be strong, such as OP, ARB, SSV, LDO, and so on

If SOL is strong, then its ecosystem will be strong, for example JUP, JTO, RAY, etc.

The popularity of staking series will lead to strength in AAVE, ENA, STG

There are many tracks, and a complete takeoff is not very realistic, but local bull markets will still provide many opportunities, so understanding the rotating sectors is very important.