How Do You Filter Through Cryptocurrencies?

I only see a few chains with real Metcalf's law adoption effects and they're still early. How do you filter through some of that? I guess you use survivor suppliers, right? Okay, if I'm looking at a top 20 market cap asset and it's done 95%, okay, will it survive to the next cycle? Will it serve the next two years? How much money did that raise? Right? If the answer is yes, buy it, right? First case, you know, goes down to zero, best case goes up of 10x20x, right? Just from going from 100 to one and it goes from one to 10, I made a 10x