I do not know much of these coins fundamentally but from a techo perspective they seem to have the worst behind them. I think we are about to go into another uptrend cycle. The big difference this time is that projects that are actually launching and delivering on their roadmap and technology will be rewarded. There will be a bigger gap between pricing because of the apparent asset quality. Having 10-15% in each desired action is a good setup for portfolios as it permits about 6-9 positions which is good. More would be too much.
I also think that this time around we're going to see that big difference you mention.