"We think 2018 is going to be a story about rotation," Lee told CNBC on "Fast Money" Monday night. "But the rotation we're referring to is among the smaller alt -coins and the large platform tokens."

That could be. I know I keep yammering on about four years ago,but the Great Altcoin Bubble of 2014 got going when and after Bitcoin topped out.

Unfortunately, it was pushed by excited speculators hoping to catch the "next Bitcoin." That meant a lot of crap got a lot of money thrown its way.

This is one time when I'd be slow to throw BTC or Ethereum at a new ICO. Hardly any of the altcoins started up in '14 survived.