Great post, as usual. Perception and Speculation - this where it is at!
I like your argument that if bitcoin gets market dominace of > 50%, altcoins will crash further. But, I am out of bitcoin because of high fees, slow processing and high electricity cost to mine.
I too, sold VeChain.
I stumbled across and invested in Amon ICO - looks better than TenX pay. At the end of the day, a multi crypto wallet appeals to me (if technically possible).
I also have a small position with Ethos for similar reasons.
However, this market is dynamic and the challenge is DYOR, and follow the tech revolution. Of course invest only what you can afford to lose.