A roundup of opinions and choices from some well-known figures in the industry to see if there are any investment targets that catch your interest.

“If you had to buy liquid/non-risk investment cryptocurrencies within a 3-5 year timeframe, and you are not allowed to buy BTC, ETH, HYPE, SOL, or hold stablecoins, what would you buy? Why?”

On June 22, well-known crypto KOL @Cobie posed the above question on X.

Crypto KOLs, traders, and VC investors shared their “wealth codes” in the comments.

We have compiled some opinions and choices from industry figures to see if there are any investment targets that catch your interest.

Base Head jesse.base.eth: Coinbase ($COIN)

Bullish on $COIN (Coinbase) because: (1) it has an incredible and diverse product line, has formed a scaled user base and a market-leading brand; (2) it is one of the most execution-oriented 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 the risks of surveillance states. In the post-AGI era, we need a verifiable way to distinguish between humans and AI. If OpenAI plans to leverage their vast personal database in the future, it will likely relate to decentralized identity (WLD).

AllianceDAO Founder qw: Tokens with Strong Revenue

Within a 3-5 year timeframe, the only correct answer is tokens with strong (future) revenue that are currently trading at reasonable multiples.

Everything else will go to zero. The currency premium outside of Bitcoin has become 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, it can compete with Solana in TPS (transactions per second).
• Offers a top-notch 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:

• Become a general-purpose layer.
• Bitcoin L2 (if settlement on Bitcoin becomes feasible and efficient), just this point could multiply Starknet's valuation several times.
• If all other paths fail, serve as backend infrastructure for other on-chain applications.

Helius Labs Founder mert: Jito ($JTO), Zcash ($ZEC)

JTO — If you believe SOL will still exist in the next 3-5 years (it will), this is self-evident.

Zcash — I believe privacy coins will make a comeback, and the chain is about to be redesigned under a new lab entity, which is impressive from a technical perspective.

Nansen Founder Alex Svanevik: Build an L1 Portfolio

Build a diversified Layer 1 (L1) blockchain asset portfolio for long-term investment returns. Already have BTC, ETH, HYPE, SOL, adding BNB, SUI, APT, TRX, AVAX, totaling 9 assets, covering mainstream and potential public chains, and stake all assets for about 4.5% annualized yield.

Crypto KOL Fishy Catfish: Chainlink ($LINK)

Chainlink has maintained a top dominance in market share and security for 6 years (even higher than in 2021).

Tokenization of real-world assets (RWA) and stablecoins are the two largest practical application market scenarios, and Chainlink provides a complete data, connectivity, and computing service platform for both fields.

Chainlink has been years ahead of competitors in serving TradFi needs:

A. Upcoming automatic compliance engine (ACE): identity verification, employment verification, accredited investor verification, and sanctions checks.

B. Upcoming CCID: cross-chain identity system.

C. Chainlink has a complete privacy suite (CCIP private transactions, blockchain privacy manager, DECO (patented zkTLS)).

Additionally, it is far ahead of other competitors in traditional finance adoption (including SWIFT, DTCC, JPMorgan, ANZ, UBS, etc.).

The value capture of blockchains is decreasing, while the value capture of Chainlink and applications is increasing. For example: the liquidation arbitrage MEV triggered by oracle updates, which used to belong to blockchain validators, is now shared by Chainlink and Aave.

Crypto KOL Murad: $SPX

Reason: SPX, as the first "Movement Coin," aims to disrupt the entire stock market. The impact of SPX on GME is comparable to that of BTC on gold, if not greater. It can be said to have the most passionate community on crypto Twitter, still in its early stages. It is the only "meme" coin with a true mission. It serves as a perfect meme vehicle, representing a cultural backlash against the millennial dilemmas and challenges faced by the global Gen Z. It merges finance with the spiritual world and targets a larger potential market than any other crypto asset. As millions begin to lose jobs and meaning, many will seek tokenized digital sanctuaries, which is one of the strongest rising forces.

APG Capital Trader Awawat: $BNB, $LEO, $AAVE, $MKR, $XMR

Considering this timeframe, only a few choices make sense:

PAXG/XAUT (gold tokens), the reasons are obvious.

BNB/LEO, limited upside but also low downside risk.

AAVE/MKR: should continue to exist.

XMR (Monero).

Many replies are promoting their own portfolios, but objectively speaking, those coins will go to zero within this timeframe.

Crypto KOL W3Q: $HOOD, $TSLA

Looking at the next 5 years, I wouldn't consider holding pure cryptocurrencies outside of Bitcoin.

$HOOD (Robinhood) - the shovel and pickaxe in the retail finance space (infrastructure).

From betting to mortgages to expanding crypto products, they are entering all profitable verticals, and have a better user experience and distribution channels than most companies.

$TSLA (Tesla) - in the AI robotics field, covering both software and hardware aspects. Musk may become interested in cryptocurrencies again in the next hype cycle.

If not limited by self-custody, I would choose a 2x leveraged Bitcoin ETF to position during market cycle lows or extreme sell-offs.

Framework Ventures Partner Vance Spencer: $SKY

$SKY, it is worth noting that it is currently not on any CEX.

DeFiance Capital Founder Arthur: $AAVE, $ENA, $PENDLE, $JUP

These are their investment choices, so what are your long-term investment targets for the next 3-5 years?

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