➡️ As you know, the internet was the biggest investment vehicle of the digital technology revolution. At times, it experienced dotcom crises due to absurd valuations for its time. Those who came up with a good idea early, managed their business, and built their brand, took off. The number of websites continues to increase every day; a brilliant idea someone had 20 years ago can now be found implemented in 15 different ways in 5 languages, and still, tens of thousands of new sites are being built every day.

When Google was founded in 1998, there were 2.5 million websites. Now, there are a total of 1.8 billion websites, with about 200 million active ones. There is now a massive revenue pie directly proportional to internet growth.

Naturally, the top 100 most visited sites capture 30% of internet traffic and its revenue, as well as most of the major investment in this technology. The top 3,000 sites account for 80% of the entire internet’s traffic, which consists of hundreds of millions of sites.

➡️ I used the example above to show how meaningless the argument “There are too many coins, anyone who wakes up early mints a token, so money is spread out and the market doesn’t rise” actually is. A similar technology investment world is heading down a similar path.

We’ve gone from a space with a maximum of 10,000 coins in 2017 to a place where more than 36 million tokens have been minted by 2025. After the pandemic, with the FTX and Luna crises bursting their own bubbles, we’re heading toward a mature stage where the gap between “those at the top” and “those at the bottom” has widened significantly.

Cryptos in the top 500 by market cap still make up more than 98% of the total crypto market.

With the arrival of ETFs and investment funds, there’s a potential for regular large inflows of money at the top, while the bottom will continue to be a playground for small investors who rise during the bull market and crash during the bear market. If you look at the current chart, while big players like XRP, BNB, and Tron continue their own bull runs, those at the bottom are still trying to get influencers to tweet for them.

✅ The reason I did all this analysis and comparison is that I still believe an altcoin bull run is at the door and there isn’t much time left. In my opinion, those who can include themselves in the above group will win with the least risk and stress. When investing in crypto and buying altcoins, always think about this: should you put most of your money into the ones that could become the Amazon, Weibo, or Netflix of crypto and see corresponding valuations, or should you sink it into a five-person startup that has raised a couple million dollars from two VCs and claims to dethrone Netflix?

In crypto, the lines aren’t as sharply drawn as on the web yet; there will be many transitions from the lower tiers to the top, so it’s still wise to keep your portfolio diversified. Perhaps the coin that will become the Yandex of crypto is currently languishing in the 2000s in rankings, but for smart investing, before looking for that possibility, you need to invest enough in the safe side that will properly protect your capital. Then, you can focus on the next new idea with the remainder. Most people searching for the next 1000x will end up like those who didn’t buy Amazon after the Dotcom bubble at the prices shown in the chart below.

This long text is an analysis for those who view crypto as an investment and plan to commit significant funds. Frankly, I don’t think anyone but those people would even read such a long piece 😂. Of course, those who want to turn $100 into $1000 will chase presales, meme tokens, etc. We’re at a time when those incorporating cryptos into their future investment plans need to be most selective. Long story short: don’t let your big money get crushed by small coins.