most of your altcoin bags are cooked and ai infra is the only play left

most of your altcoin bags are going to zero and nobody wants to hear it. ive been in crypto since 2019 and every cycle people convince themselves that this time their random L1 or L2 pick is going to moon just because some VC backed it. nah. that game is dying.

what ive been watching closely is the AI infrastructure side of crypto and honestly its the only thing that makes sense to me going into 2026. tokens tied to actual revenue and real usage are separating from everything else. like its not even close anymore. the ones building deAI and agentic AI infrastructure are pulling away while most L1s and L2s just sit there with no real use case pretending they still matter.

i think a bunch of the biggest coins by market cap are gonna be AI related within the next year or so. some of these AI infra plays could see massive gains if they keep shipping. meanwhile half the tokens people are holding were basically created so VCs could exit their positions. sounds harsh but look at the price action and tell me im wrong.

the whole idea of an alt season where everything pumps together feels like copium at this point. that era broke. its gonna be way more competitive now and most alts just wont make it. but the ones that do have real traction and actual demand behind them could straight up skyrocket.

imo the play is pretty clear. revenue generating tokens and AI infra. everything else is noise until proven otherwise.

anyone else shifting their portfolio this direction or am i just early to the funeral for L1s and L2s