If I remember correctly @criptovestor already mentioned the 1st scenario some time ago in fall 2017. But the time is indefinite. Some speculators are saying that it's gonna happen around June 2018, on the basis of the altcoin roadmaps, which a lot of them have deadlines a little before than, if I understood correctly.
And may I ask did you do any calculation of probability on either scenarios? If yes is that how you redesigned your portfolio?

And on an completely different note: I also like Crypto Investors videos a lot, but sometimes I'm just feeling this because of the psychology of people, which is basically: We like (and trust!) people with like opinions.