I honestly don’t know what altcoins I want to hold in the next bull.

$HYPE trade feels over to me for now, revenue slowing down, market share moving to other platforms, just look at $LIT
$NEAR intents are everywhere, but I want lower on that chart and it has previous cycle overhangs
Older memecoins got slammed, newer memes got slammed, nothing there screams “hold me for a year”
I do like $REKT - the boys always cooking over there
$VVV and $SERV like if they have proper use case and tokenomics remain strong then yeah
$SOL I don’t think makes a new ATH in price, $ETH outperforming $BTC here for a short period is identical to last bear cycle before we dumped even more in USD.
Privacy makes sense somewhat, but do you choose $XMR which is legit the OG privacy token or the P&D $ZEC
Layer 1s and 2s are dead - they will never be able to compete with SOL or BASE or ETH.
DeFi is struggling in a world of AI and Quantum risk but some Solana tokens like $JITO, $JUP, $PYTH are catching a bid somewhat, but can they maintain that month on month, year on year. I mean I haven’t even spoke about the DeFi hacks from social engineering scams earlier this year that scares me.
So I’d love to hear what you think?
We are soooo rotational compared to previous cycles, maybe it’s more obvious in the bear but there’s seriously no strong contender obvious to me now.