Don’t go all-in on altcoins. Especially if U.S. stocks trade all day on weekdays, altcoin liquidity will only get worse. If you’re chasing high returns, the odds are often worse than simply holding 2x $BTC —unless you’re sure you can pick the next breakout. I’m not bearish on all altcoins; infrastructure and established DeFi are still areas to watch closely when BTC pulls back on the daily chart.

Right now, picking the right assets matters more than working hard. Only buy the leaders in each sector:

BNB (CEX leader), HYPE (Perp DEX leader), LIT (second-largest Perp DEX), PUMP (largest Meme Launchpad), PONS (largest Meme Launchpad in the Robinhood ecosystem), UNI (largest AMM DEX), PENDLE (on-chain interest-rate leader), Morpho/AAVE (lending leaders), ENA (algorithmic stablecoin), DOGE (Meme leader), LINK (oracle leader), ZEC (privacy leader), RAY (Solana liquidity DeFi), AERO (largest AMM DEX on Base).

The key is to look at where each project stands in its niche. Don’t be put off buying the leaders just because they’ve already gone up a lot, only to turn around and buy garbage worth tens of millions in market cap. In the end, the strong often keep getting stronger, while the garbage goes all the way to zero.