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

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.