My personal principle for selecting coins is: it's better to have a few high-quality ones than many mediocre ones. Ideally, the core holdings should be limited to 2-4 tokens, but in practice, this range is often exceeded. The main reasons are two types of opportunities that are too easy to trigger: first, catching bargain prices, such as when a good project drops below the 100k price range, allowing for very low costs and obtaining a substantial supply of tokens; second, encountering truly high-quality projects releasing signals at historical lows, which makes it hard to resist adding to the position. Overall, choosing coins is not about having as many as possible; the key is that each position must withstand scrutiny. Only then can one maintain stability and clarity amid market fluctuations.