From this perspective, it’s easier to understand why the crypto market isn’t rising: To outsiders, Bitcoin is seen as similar to tech stocks, but its predictable growth potential doesn’t have the same certainty as Nvidia or AI mega companies. So institutions are more likely to allocate funds to AI rather than increase their Bitcoin holdings. With Bitcoin not rising, it’s even harder for altcoins to attract outsiders to buy in. Even Ethereum, which has the strongest fundamentals, leaves Tom Lee looking like he’s fighting a lone battle. Bitmine, the largest market cap company in the space, only ranks mid-tier among thousands of U.S. stock companies with its $13 billion market cap. From the perspective of long-term holding, the coins I’d choose to hold are also the ones that big institutions outside the crypto space might buy, like BTC, ETH, BNB, and SOL. I’ve added ZEC to my long-term portfolio because there are valid reasons for outsiders and institutions to purchase and hold it.