The main reason I believe crypto is likely to perform well in the coming months is the ongoing rotation of liquidity from traditional assets into risk assets.

For this environment to persist, markets need stability, and most of that stability comes from monetary policy. Right now, the Fed is not expected to hike or cut rates in the near term, which creates a more predictable macro backdrop.
And when investors have predictability, their risk appetite tends to increase.
That is why I continue to believe that Bitcoin and Ethereum remain attractive relative to many other asset classes.
Personally, I continue to hold the majority of my crypto exposure in Bitcoin and Ethereum, as I expect most altcoins to underperform in the near term.
Once Bitcoin and Ethereum will approach their higher-timeframe distribution zones, I plan to take partial profits and rotate some capital into altcoins.
But for now, over the next 3-5 months, my focus remains almost entirely on Bitcoin and Ethereum.