Building out a solid investment thesis for this cycle. Looking to identify tokens with real fundamentals beyond the hype—ones that actually have staying power when the market shifts. What are the plays you're tracking right now? I'm not chasing pump-and-dumps, more interested in positions that have strong underlying mechanics and adoption potential. If you've got any conviction picks backed by solid research, I'm all ears. Short-term trading opportunites are fine, but I'd rather size into something with a real thesis behind it.