The January surge isn't as solid as it looks. Here's the thing—a lot of this rally is pure emotion, not fundamentals. Not all equities will survive this rebound. Some sectors are overheated while others remain fragile. This matters for anyone holding diversified crypto and traditional assets. The real test comes when sentiment cools down. Investors need to distinguish between momentum plays and actual value holders. Many positions built on hype will face correction pressure. It's a reminder: rallies driven by crowd psychology tend to be selective. Winners and losers will separate quickly. Smart money is already rotating. Those chasing the rally without vetting holdings could face losses. The key is being selective right now—quality over quantity.