If I were a fund manager,

I would witdhraw money from semiconductor-related companies. Then, I'd buy ETH(Ethereum) and some altcoins. It's a shame that I missed the semiconductor cycle.

It increased 4~5 times. I think the cycle is done. It seems that the cycle entered a consolidation phase. It may take 1~3 years. If a recession happens, it may take more.

Anyways, ETH and many altcoins prices are near this cycle's ATL(All Time Low). That's why I think it's more attractive than other assets. If I have more money, I'd buy cryptos.