Reality check: Held these 8 altcoins for 1-2 years. Down 82%. What would you do?

via Cryptocurrency News & Discussion https://www.reddit.com/r/CryptoCurrency/comments/1po03uk/reality_check_held_these_8_altcoins_for_12_years/

I've been holding these altcoins for 1-2 years, some since late 2023/early 2024. I believed in the "fundamentals" and thought I was making smart picks. Here's where I stand today:

My Current Bag

Coin	Current Worth	Loss (%)	Loss ($)
TIA (Celestia)	$8.89	-91.02%	-$91
SEI	$41.77	-54.83%	-$146
WIF (dogwifhat)	$40.85	-83.31%	-$205
BONK	$20.03	-79.93%	-$80
VANRY	$21.24	-78.68%	-$79
SUSHI	$6.85	-86.16%	-$43
ARB (Arbitrum)	$16.06	-33.86%	-$34
S (Sonic/ex-FTM)	$11.79	-88.12%	-$87
TOTAL	$167	-82%	-$766

What I've Learned (the hard way)

1. "Good project" ≠ "Good investment"

ARB and TIA have great technology. Arbitrum has $10B+ TVL and processes billions in transactions. Celestia's modular blockchain thesis is still valid. But guess what? The token price keeps bleeding because of massive VC unlock schedules.

ARB: ~92M tokens unlock every month until March 2027
TIA: VCs dumping until October 2026-2027

You're fighting against billions of dollars of institutional selling pressure while holding the bag.

2. Memecoins are pure gambling

I bought WIF and BONK, thinking "meme season" would return. It didn't. Old memes rarely recapture their glory.

3. Dead narratives stay dead

SUSHI is a relic from 2020. Uniswap won. VANRY is too small to compete with Solana/Base.

4. Opportunity cost is real

While I diamond-handed these bags, I could've been in BTC, ETH, or SOL — coins that actually recovered.

My dilemma

With only ~$167 left:

Option A: Sell everything, harvest tax losses, wait for better entries
Option B: Consolidate into 1-2 conviction plays (maybe keep ARB/S and dump the rest)
Option C: Diamond hands and pray for 2027 when unlocks end

What would you do?

I'm genuinely looking for honest opinions, not hopium. If you've been in a similar situation, what did you decide?

Not looking for "should've bought BTC" comments, I know. Looking for actionable advice on what to do NOW with what I have.

submitted by /u/ustype
[link] [comments]
### 现实检查：持有这8种山寨币1-2年，亏损82%。你会怎么做？

在加密货币投资的旅途中，许多人都经历过高峰与低谷。回顾过去的1-2年，我手中持有的几种山寨币从未让我失望，但如今我面临着巨大的损失。目睹这些代币的价值急剧下滑，我深感失落与困惑。以下是我目前的投资状况以及我在这段时间里学到的经验教训。

#### 我目前的投资

| 代币 | 当前价值 | 损失（%） | 损失（$） |
|————–|———-|———–|————|
| TIA (Celestia) | $8.89 | -91.02% | -$91 |
| SEI | $41.77 | -54.83% | -$146 |
| WIF (dogwifhat) | $40.85 | -83.31% | -$205 |
| BONK | $20.03 | -79.93% | -$80 |
| VANRY | $21.24 | -78.68% | -$79 |
| SUSHI | $6.85 | -86.16% | -$43 |
| ARB (Arbitrum) | $16.06 | -33.86% | -$34 |
| S (Sonic/ex-FTM) | $11.79 | -88.12% | -$87 |
| **总计** | **$167** | **-82%** | **-$766** |

#### 我学到的教训（艰难的道路）

1. **“好项目”≠“好投资”**

尽管ARB和TIA在技术上表现优异，Arbitrum的锁仓价值超过100亿美元，Celestia的模块化区块链理论依然有效，但事实是，代币的价格仍在持续下滑。面临巨额风投解锁的压力，我努力持有，但却发现市场不断被抛售。

2. **吸引人的玩笑币纯粹是赌博**

我曾考虑WIF和BONK在“梗文化”复苏时会大放异彩，结果失望而归。老梗很难重振辉煌。

3. **过时的叙事永远过时**

SUSHI已经成为2020年的遗物，而Uniswap几乎赢得了这一战斗。VANRY的市场竞争力不足以打败Solana/Base。

4. **机会成本是真实存在的**

在我坚持持有这些代币的同时，相比之下，我本可以投资BTC、ETH或SOL，选择那些最终实现反弹的项目。

#### 我的困境

此刻，我仅剩约167美元的资产可供选择：

– **选项A**：出售所有，收割税损，等待更好的入场时机。