How and when to Overweight and Underweight BTC and Alt Coin???

Dear Everyone,

While i was studying and researching on some new ICO coins, i came across this article with great interest.
Click here to read more the details:
https://www.coindesk.com/weathering-altcoin-shitstorm-investing-next-one/

This article is quite informative and i would like to apply some of the principles that have been used by most fund managers.
For my fast reading , i would like to summarise a few points here.

Crypto moves in cycles.--short term and long term
two ways to make profit a) Hold more that rise and less that fall b) cycle adjustment increase risk exposure when market rise and reduce when when market falls
Short term cycle is driven by new capital flow, investor composition and sentiment and long term is by fundamental
Short term....look at signup in coinbase....move to buy BTC then move to bittrex, binance ...then end of short term for BTC buts tart of short term of alt coins
Market Dominance in BTC dropping from 65% to below 35% also reflects movement of market sentiment
When FOMO starts..time to fear and worry
When fundamentally weakest asset rise and media on dead of BTC then near to end of short term for alt coin dominated cycle.
Overweight alt coin at the beginning and middle of altcoin cycle.---same as for btc
Understand and identify where are we in the cycle..
What causes cycle---using Gartner hype ----triggered by technology change followed by peak of inflated expectation then followed by trough of disillusionment then followed by slope of enlightment and finally lateau of productivity
How to prepare for the next alt cycle: Question is not only why the protocol is interesting but why and when the market find protocol is interesting. Timing is important!!
When in a BTC cycle, the question to ask is: what narrative will be the crux of the next Gartner hype cycle? Where will the capital flow when the BTC cycle peaks, and what will be the catalyst?
Fundamentally analyze each protocol and determine which will benefit most from a shift in narrative. Do your diligence. Make sure the code and underlying infrastructure is sound and protect your capital.
When you inevitably find yourself thinking that BTC or [INSERT PROTOCOL HERE] can't be stopped, remember that we've been evolutionarily programmed to think pro-cyclically. It will be stopped. And the cycle will turn.

Thank you.

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