Seeing these projects, I want to hear everyone's thoughts—are all four worth allocating?

Recently, the market has been quite hot, with various projects emerging one after another. But choosing coins really tests your research; the characteristics of targets at different stages and in different sectors vary greatly. Some are mainstream large-cap coins, while others are small-cap tokens, and the holding logic is completely different.

I wonder what everyone thinks about the potential of these projects? Should we diversify a little across all of them, or concentrate our bets on one? Feel free to share your criteria for judgment.