In the past year, looking at the altcoin market, only SUI, SOL, and DOGE are relatively high quality overall, along with the so-called compliant coins in the US (ADA, XRP, XLM) that have outperformed BTC.
Another category is platform tokens, which have good revenue models and features like empowering new listings. BNB and OKB are still viable. Among them, XLM, BTC, ETH, and UNI are the key focuses. Although ETH and UNI are performing well by following trends, their resilience in downturns is quite average. Large market cap assets are already considered core assets; with this in mind, it also indicates that in the future, 98% of altcoins will not outperform BTC. In this environment, the optimal choice remains BTC, without exception.
Recently, the tariff war continues, directly triggering a global financial crisis. The capital market is also undergoing a major cleanup, with institutions and VCs reducing investments, tightening their purse strings, and waiting for a reshuffle before starting a new bull market.