started allocating to some alts that I believe have already bottomed/have minimum downside;


- AI utility was the first sector to run in Q1 2023, first to top in 2024
- majority of alts have been in a systematic bear market since 2024, AI utility sector topped 2 years ago
- last cycle, performing alts bottomed in June 2022 only to revisit lows on FTX collapse, I'm seeing same structures here that remind me of summer 2022
barring any extinction event/nuclear war, R:R on these tokens is good here
nobody wants to buy anything until BTC bottoms, but if you study any bear market there's sectors/tokens that bottom before majors do
Disclaimer: 99% of altcoins in top 200 still look like shit and ready for lower prices, especially memecoins - don't get it twisted. I also don't expect immediate upside, rather slow grinds, hence spot holdings. Not interested in large allocations to majors yet, except Hyperliquid.
BTC0.3%
HYPE2.99%
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