"If you must buy liquid/non-risky cryptocurrencies within a 3-5 year timeframe and are not allowed to purchase BTC, ETH, HYPE, SOL, or hold stablecoins, what would you buy? Why?"
On June 22, well-known crypto KOL @Cobie raised this question on X.
Crypto KOLs, traders, and VC investors provided their "wealth codes" in the comments section.
We have compiled the views and choices of some industry-known figures to see if there are investment targets that catch your eye.
Base Head jesse.base.eth: Coinbase ($COIN)
Bullish on $COIN (Coinbase) because: (1) It has an incredibly diverse and powerful product line, with a scaled user base and market-leading brand; (2) It is one of the most execution-driven and visionary on-chain teams in the field, possibly the strongest.
Crypto KOL Ansem: Worldcoin ($WLD)
Hedging against OpenAI/Altman winning the AI race and state surveillance risks. In the post-AGI era, we need a verifiable way to distinguish between humans and AI. If OpenAI wants to do something with their massive personal data database in the future, it will likely be related to decentralized identity (WLD).
AllianceDAO Founder qw: Tokens with Strong Income
In the 3-5 year timeframe, the only correct answer is tokens with strong (future) income currently trading at a reasonable multiple.
Everything else will go to zero. The currency premium beyond Bitcoin is a thing of the past.
Crypto Trader Auri: Starknet ($STRK)
If you believe decentralization and privacy are important, focus on Starknet
Current status:
- As an Ethereum L2, competitive with Solana in TPS (transactions per second)
- Provides top-tier user experience with unique AA (account abstraction) features and on-chain performance
- Relatively low valuation (fully diluted valuation of $1 billion, compared to Arbitrum/Optimism's $3 billion)
Three paths to success:
- Becoming a universal layer
- Bitcoin L2 (if settlement on Bitcoin becomes feasible and efficient), which alone could multiply Starknet's valuation
- If other paths fail, serving as backend infrastructure for other chain applications
Helius Labs Founder mert: Jito ($JTO), Zcash ($ZEC)
JTO - If you believe SOL will exist in the next 3-5 years (it will), this is self-explanatory
Zcash - I think privacy coins will make a comeback, plus the chain is about to be redesigned under a new lab, which is technically impressive
Nansen Founder Alex Svanevik: Building an L1 Portfolio
Build a diversified Layer 1 (L1) blockchain asset portfolio for long-term returns. Already has BTC, ETH, HYPE, SOL, adding BNB, SUI, APT, TRX, AVAX, totaling 9 assets covering mainstream and potential public chains, and staking all assets for about 4.5% annual yield.
Crypto KOL Fishy Catfish: Chainlink ($Link)
Chainlink has maintained top market share and security for 6 years (even higher than in 2021)
Real World Assets (RWA) tokenization and stablecoins are the two largest utility application market scenarios, and Chainlink provides a complete data, connection, and computation service platform for these areas.
Chainlink has been ahead of competitors in serving TradFi needs for years:
A. Upcoming Automated Compliance Engine (ACE): Identity proof, onboarding proof, accredited investor verification, and sanction checks
B. Upcoming CCID: Cross-chain identity system
C. Chainlink has a complete privacy suite (CCIP private transactions, blockchain privacy manager, DECO (patented zkTLS))
Moreover, it is far ahead of other competitors in traditional finance adoption (including SWIFT, DTCC, JPMorgan, ANZ, UBS, etc.)
Value capture in blockchain is decreasing, while value capture for Chainlink and applications is increasing. For example, MEV from oracle updates previously belonged to blockchain validators, now shared by Chainlink and Aave.
Crypto KOL Murad: $SPX
Reason: SPX, as the first "Movement Coin", aims to disrupt the entire stock market. SPX's impact on GME is comparable to BTC's impact on gold, or even more so. It can be said to be the most passionate community on crypto Twitter, still in the early stages. It is the only "meme" coin with a true mission. It is a perfect meme carrier, representing a cultural counterattack against the millennial dilemma and challenges faced by Gen Z. It merges finance with the spiritual world and targets a potentially larger market than previous crypto assets. As millions begin to lose jobs and meaning, many will seek a tokenized digital refuge, and this is one of the strongest rising forces.
APG Capital Trader Awawat: $BNB, $LEO, $AAVE, $MKR, $XMR
Considering this time span, only a few choices are meaningful:
· PAXG/XAUT (gold tokens), for obvious reasons
· BNB/LEO, limited upside but also low downside risk
· AAVE/MKR: should continue to exist
· XMR (Monero)
Many responses are promoting their own portfolios, but objectively, many coins will go to zero in this timeframe
Crypto KOL W3Q: $HOOD, $TSLA
Looking at 5 years, excluding Bitcoin, no pure crypto is considered for holding.
$HOOD (Robinhood) - Shovels and pickaxes in retail finance (infrastructure)
From betting to mortgages to expanding crypto products, they are entering all profitable verticals with better user experience and distribution channels than most companies.
$TSLA (Tesla) - AI robots, covering both software and hardware. Musk might be interested in cryptocurrencies again in the next hype cycle.
If not restricted by self-custody:
2x leveraged Bitcoin ETF
Allocating part of the portfolio at market cycle lows or extreme sell-offs.
Framework Ventures Partner Vance Spencer: $SKY
$SKY, note that it is currently not on any CEX.
DeFiance Capital Founder Arthur: $AAVE, $ENA, $PENDLE, $JUP
These are their investment choices. What are your long-term investment targets for 3-5 years?
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