Honestly, with the state of the market, I’m close to stabling everything outside of 3–4 plays and keeping a smallish gambling port. Yeh, the majors might move, but the next 6+ months are absolutely cooked for on-chain. Outside of rotationally playing narratives, there’s no liquidity-inflow catalyst that makes being risk-on make sense. Things might move higher, but they’ll 100% get worse in the trenches - that I guarantee. There’s not even any real upside to a flight to ‘quality’ tokens, because the risk-to-reward ratio is massively skewed to the downside for holding anything med–long term. A lot of people are going to bleed out their gains here, DCA-ing into med–large caps that are off-meta/constantly gambling on new CAs. Thesis trading is still possible, but that’s largely pre-running narratives we assume will return/manifest. Moreover, don't @ me about some macro-larp trickle-down meme-coin supercycle when BTC/ETH hit new ATHs - no one is bidding trench slop with those gains and you know it. This isn’t even a bear post. The game for me was always about playing the hands with the best odds of winning. That still exists in some pockets of the industry, but we can’t assume things return to the status quo because a couple of guys in your GC 'told you so'. Majors may print new ATHs, but for the $12-portfolio majority it’s irrelevant. The alpha is front-running the herd as conditions worsen and pivoting your strategy to minimize the damage they cause when they jeet en masse. Plenty of people will learn hard, life-changing lessons in the coming months. Their failure isn’t that they’re bad traders; it’s that they’re terrible at adapting when the industry-wide meta shifts - see ICOs/DeFi/L1 Vaporware/NFTs as evidence. Y'all have been warned, plz don't round trip this time.