It's clear that there is not enough liquidity for all alts to go up.

So it becomes ever more necessary to choose good ones.

My main bags are:
$tao
$cfgi
$emp
$xmw
$chex
$edge
$peas
$fld and $tht
$dextf
$numa
#eq9

If you'll bear with me I will try to explain why.

$tao is complex and brilliant. There are ever increasing subnets, any one of which can disrupt an industry and provide value. And dilution is about to decrease.

$cfgi have developed the ability to accurately predict price moves for individual coins. It baffles me why this is not already at 100s of millions MC. But hey, not complaining. @CFGI_io

$emp is connecting all social platforms, starting here, to all chains, starting with base, with the ability to do all normal transactions by tweeting, plus the launching of no code agents. And more. @EmpyrealSDK

$xmw has a significant moat: cheap green energy for mining and compute. And they're not shy about it! @MorphwareAI

$chex is fully compliant for RWA and there is a steady stream of clients making use of this. Tokenomics very positive too. @ChintaiNetwork

$fld is $fld. One of a kind. See my previous post today. @LabNinety1 Partnered with $tht. @Thought_THT

$edge are set to disrupt an industry where the likes of AWS are the incumbents. @edgenetwork 

$peas are big brains who let us profit from volatility. There will be a lot of volatility. LVF imminent. @PeapodsFinance 

$dextf Major links with Tradfi, going under the radar because of thin liquidity. @DomaniProtocol 

$numa Even bigger brains than peas, if that's possible. Synthetics flywheel, up only, above my pay grade to explain, but check it out. @numamoney 

#eq9 Fiat to fiat money transfer via crypto. Hence lowest fees, hence disruptive to multi billion dollar industry. Under 1m MC. Absurd.
@EQ9_Official 

What these projects have in common is offering either a genuine real world application (did I mention disruptive!) capable of generating revenue, or something genuinely innovative and useful for crypto, or both.

Most are doxxed, or at least KYC'd. All have been around a while.

Apologies to smaller bags not mentioned. Gotta make the lunch!
Shares, comments, corrections welcome.