One of the beliefs that will fall in the next few years is "alt coins are vapour". Belief in the technology and applications built on top over the last 10 years will pay off big. We have a small crop of alt coins that will compound year-on-year and act as protocol equity, which will average out to be net deflationary assets over time. HYPE is currently the only S-tier alt coin imo based on network effects, PMF, revenue, TAM, tokenomics and team execution. It's a very, very high bar to meet. I describe the A-tier as platforms that have moats which are extremely difficult to disrupt, but haven't ticked every box and could still transition to S-tier if they do one/two things well. Things like tokenomics, value capture, and more lindy to become an SOV in ZEC's case. The B-tier (not exhaustive, but you get the idea) are all strong projects demonstrating PMF that could transition to the A-tier, but still need to execute in quite a few more areas/need more time. I think some of the B-tier should be in the A-tier following this cycle. Everything potentially below B-tier have poor fundamentals and are short term trades at best. There will be an endless rotation of good short term trades in a crypto bull market. I've left off very new things as I think it is difficult to rank them without more time. My mental model of these rankings aren't necessarily what will go up the most in the next few months, but I think you could conceptually imagine that coins which jump up a rank would outperform, and coins that maintain their position in S-tier are up only. Therefore, positioning in coins which are best placed to jump up a rank (DYOR), alongside having a core allocation to S-tier is the optimum strategy for longer holds.