The Rollup What Altcoins Are Actually Worth Holding with Lark Davis
6 snips
Dec 17, 2025 
In this engaging discussion, Lark Davis, a crypto commentator and portfolio strategist, analyzes the future of altcoins. He warns that most altcoins likely won't return to their all-time highs and shares his strategy for identifying sustainable assets. Lark discusses the clash between XRP and Chainlink in the banking realm, critiques the token versus equity dynamic, and highlights how retail investors are missing out on a wealth transfer. He also shares his top long-term holds, including Bitcoin, Ethereum, and Chainlink, emphasizing a focused investment approach.
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Altcoin Market Reality Check
- Most altcoins have been in a prolonged bear market and many lack fundamentals to regain all-time highs.
- Lark Davis says only about a hundred crypto assets are truly investable right now.
Cut Dead Weight Quickly
- Be brutally honest about holdings and cut dead weight that won't merit returning to all-time highs.
- Lark recommends rotating into real winners like Bitcoin, Solana, or cutting losses rather than holding hope.
Be Rotational In Volatile Markets
- Stay rotational and follow where real money flows during volatile cycles rather than fixed long-shot bets.
- Chase momentum selectively but prioritize assets with meaningful on-chain usage and revenue.