Altcoin season? Wake up, it doesn’t exist anymore.

The market structure has completely changed. Even if BTC surges to $1 million, those trash coins will still be lying flat. In this era, 99% of tokens are purely Ponzi schemes—don’t hold on to illusions.

You need to rebuild your investment logic: only touch assets that institutions are betting real money on, or projects backed by actual cash flow and real earnings. The rest? Even if the biggest platforms throw a ton of money at them, it won’t work. Think about all those projects backed by Internet giants—if even one out of ten takes off, you’re lucky.

Just look at the data: BTC and SOL’s gains this cycle have crushed 90% of altcoins. So why play garbage picker? It’s a thankless job and, in the end, you’re earning pennies.

Here’s a sample allocation: 30% BTC as your base, 30% SOL, and the remaining 40% can go to a few projects with substance—like Aster and Hype, which use 50% and 95% of profits respectively for buybacks and burns. At least this kind of deflationary mechanism has fundamental support. Some platform tokens might crash and crash again; if you want to play, just take a symbolic “ant” position. The Sui public chain actually looks promising, and its price is still low, so you could allocate some to observe.

Remember: don’t keep faith in altcoin seasons. That’s a myth from the last cycle.