$ETH is the only coin I am really interested holding in spot.

Stablecoin stagnation let me think that it's not the right time to hold huge altcoin bags.

Market is super rotational/pvp currently.

Think you are way better off, only holding eth here and trying to catch rotations on good alts in the short term.

Finding gems onchain might be a decent idea aswell if you are good at it but holding most of the altcoins that are listed on cex feels very off currently