I think that your portfolio must have Bitcoin, but now you should not invest in cryptocurrencies, as the market will continue to fall after the new year. When it falls a half or two times, it will be better to invest in Ethereum, but also in Bitcoin if possible.
I agree with you. I also think that after the new year will be the fall of all the coins on the second floor. I expect Ethereum to drop to 50$, bitcoin to 2800$. I've heard some people think it could drop to 1,500$, but I think it's unrealistic.