Besides BTC and ETH, what are the best encryption investment targets in the eyes of these pros for the next 3-5 years?

“If you had to buy a liquidity strong/non-risk investment Crypto Assets within a 3-5 year timeframe, and were not allowed to buy BTC, ETH, HYPE, SOL, or hold stablecoin, what would you buy? Why?”

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

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

We have reviewed the opinions and choices of some industry figures to see if there are any investment targets that you are fond of.

Base person in charge jesse.base.eth: Coinbase ($COIN)

I am optimistic about $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 this field, and may even be the strongest.

Crypto KOL Ansem: Worldcoin($WLD)

Hedge against OpenAI/Altman winning in the AI competition and monitor national risks. In the post-AGI era, we need a verifiable way to distinguish between humans and AI. If OpenAI intends to use their vast personal database for something in the future, it is likely related to decentralized identity (WLD).

AllianceDAO founder qw: Tokens with strong revenue

Within a time frame of 3-5 years, the only correct answer is tokens with strong (future) income 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 Assets trader Auri: Starknet ($STRK)

If you think decentralization and privacy are important, pay attention to Starknet.

Current status:

• As an Ethereum L2, it can compete with Solana in terms of TPS (transactions per second)

• With unique AA (Account Abstraction) features and on-chain performance, it provides a top-tier user experience.

• Valuation is relatively low (fully diluted valuation of 1 billion USD, compared to Arbitrum/Optimism’s 3 billion USD)

There are three successful paths:

• Become a universal layer

• Bitcoin L2 (if settlement on Bitcoin becomes feasible and efficient), I believe this alone could multiply Starknet’s valuation several times.

• If all other paths fail, it can serve as backend infrastructure for other on-chain applications.

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

JTO — If you believe that SOL will still exist in the next 3-5 years (it will indeed exist), then this goes without saying.

Zcash — I believe privacy coins will make a comeback, especially since the chain is set to be redesigned under a new laboratory entity, which is impressive from a technical perspective.

Nansen founder Alex Svanevik: Building L1 Portfolio

Build a diverse portfolio of Layer 1 (L1) blockchain assets to achieve long-term investment returns. There are already BTC, ETH, HYPE, SOL, and new BNB, SUI, APT, TRX, AVAX, a total of 9 assets, covering mainstream and potential public chains, and staking all assets to obtain about 4.5% annualized return.

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 these two areas.

Chainlink has been ahead of its competitors in serving TradFi needs for several years.

A. The upcoming launch of the Automated Compliance Engine (ACE): identity verification, employment verification, qualified 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))

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

The value capture of blockchain 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.

encryption 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 be the most enthusiastic 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 carrier, representing a cultural counterattack against the millennial dilemmas and challenges faced by the global Generation Z. It merges finance with the spiritual world and targets a larger potential market than any other crypto assets before. As millions start losing 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 time span, only a few options make sense:

PAXG/XAUT (gold token), the reason is obvious

BNB/LEO, the upside potential is limited but the downside risk is also small.

AAVE/MKR: Should be able to continue to exist.

XMR (Monero)

Many replies are promoting their own investment portfolios, but objectively speaking, which coins will go to zero within this time frame?

Crypto KOL W3Q: $HOOD, $TSLA

In the past five years, apart from Bitcoin, the pure Crypto Assets field does not consider holding.

$HOOD (Robinhood) - The shovels and picks (infrastructure) in the retail finance sector.

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

$TSLA (Tesla) - In the field of AI robots, it covers both software and hardware aspects. Musk may become interested in Crypto Assets again in the next HYPE cycle.

If not limited by self-custody, I would choose

2x leveraged Bitcoin ETF

Allocate part of your portfolio during market cycle lows or extreme sell-offs.

Framework Ventures partner Vance Spencer: $SKY

$SKY, it is important to note that it is currently not listed on any CEX.

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

Above are their investment choices, so what do you see as the long-term investment targets in 3-5 years?