At this point, waiting for an altseason where everything pumps is a bit like picking a random tech company fr…

At this point, waiting for an altseason where everything pumps is a bit like picking a random tech company from the S&P 500 and expecting it to pump just because Nvidia or Google are skyrocketing. You might catch the narrative, yes, but this is not about everything pumping. It is about whether what you picked can at some point fit into a hyped narrative, and whether it has enough strength to stand out from the competitors in its sector, whether that is AI, DeFi, L2s, or anything else.