Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to work ...

Investment Strategy - Asset allocation is crucial in altcoin season, as not all tokens rise simultaneously [1] - Conviction in a token requires it to consistently outperform SOL, ETH, and BTC, demonstrated by weekly charts [1] - Long-term holding of fundamentally sound assets like BTC, ETH, and SOL is more likely to accrue wealth than short-term trading [2] - Identifying tokens with growing network effects, increasing wallet numbers, transaction volume, and developer activity is key [3] - Portfolio adjustments should be considered if a token underperforms BTC, ETH, or SOL, or lacks a promising chart pattern [4] Risk Management - Excessive short-term trading can lead to capital destruction [2] - FOMO (Fear Of Missing Out) during rolling pumps in altcoins can be detrimental [1] - The current macro environment presents significant risks, making careful risk-adjusted investment decisions crucial [5] Token Selection - SUI is highlighted as a potential token due to its past outperformance and network growth, but individual research is advised [1][3] - The author's portfolio includes SUI, ETH (via NFTs), XRP, DOGE, SCF, BTC, and SOL, but is subject to change [4]