“If you had to buy a strong Liquidity / non-risk investment Cryptocurrency within 3-5 years, and you are not allowed to buy BTC, ETH, HYPE, SOL or hold Stable Coin, what would you buy? Why?”
On June 22, well-known encryption KOL @Cobie raised the above question on X.
encryption KOL, traders, and VC investors have all shared their ‘wealth codes’ in the comments section.
We have compiled the views and choices of some well-known figures in the industry to see if there are any investment targets that you are interested in.
Bullish on $COIN (Coinbase) because: (1) it has an incredible and powerful product line, has formed a scalable user base and market-leading brand; (2) it is one of the strongest and most visionary on-chain teams in this field, and may even be the strongest.
encryption KOL Ansem: Worldcoin($WLD)
Hedging OpenAI/Altman’s victory in AI competition and monitoring national risks. In the post-AGI era, we need a verifiable way to distinguish who is human and who is AI. If OpenAI is going to do something with their vast personal database in the future, it is very likely related to Decentralized Identity (WLD).
AllianceDAO founder qw: a coin with strong income
In the 3-5 year time frame, the only correct answer is a coin that has strong (future) income and is currently trading at a reasonable multiple.
Everything else will go to zero. The premium of coins other than Bitcoin is a thing of the past.
Cryptocurrency trader Auri: Starknet ($STRK)
If you value decentralization and privacy, pay attention to Starknet
Current situation:
As an Ethereum L2, it can compete with Solana in TPS (transactions per second)
By leveraging unique AA (Account Abstraction) functionality and on-chain performance, providing top-tier user experience
The valuation is relatively low (fully diluted valuation of 1 billion US dollars, compared to Arbitrum/Optimism’s 30 billion US dollars)
There are three successful paths:
Become a universal layer
Bitcoin L2 (if settlement on Bitcoin becomes feasible and efficient), just this point I think can make Starknet’s valuation multiply several times
If other paths fail, it can serve as the backend infrastructure for other chain-based applications
JTO - If you believe that SOL will still exist in the next 3-5 years (it will indeed exist), then this is self-evident.
Zcash — I believe privacy coin will make a comeback, especially with the chain about to undergo a redesign under the new laboratory entity, which is impressive from a technical perspective
Nansen founder Alex Svanevik: building L1 composition
Build a diverse Layer 1 (L1) blockchain asset portfolio to achieve long-term investment returns. Already have BTC, ETH, HYPE, SOL, add BNB, SUI, APT, TRX, AVAX, a total of 9 assets, covering mainstream and potential public chains, stake all assets to earn approximately 4.5% annualized returns.
encryption KOL Fishy Catfish: Chainlink($Link)
Chainlink has maintained its top dominance in market share and security for 6 years (even higher than in 2021)
The tokenization of Real World Assets (RWA) and Stablecoin are the two biggest practical application markets. Chainlink provides a complete data, connection, and computing service platform for these two areas.
Chainlink has been ahead of its competitors for several years in serving the demands of TradFi.
A. The upcoming launch of the Automatic Compliance Engine (ACE): identity verification, employment verification, qualified investor validation, and sanction check
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 also far ahead of other competitors in the adoption of traditional financial systems (including SWIFT, DTCC, JPMorgan Chase, ANZ Bank, UBS, etc.)
The value capture of the blockchain is decreasing, while the value capture of Chainlink and applications is increasing. For example, the liquidation arbitrage MEV triggered by oracle updates used to belong to blockchain validators, but now it is shared by Chainlink and Aave.
encryption KOL Murad:$SPX
Reason: SPX, as the first ‘Movement Coin’, aims to subvert the entire stock market. The impact of SPX on GME is comparable to that of BTC on gold, or even greater. It can be said to be the most enthusiastic and unrestrained community on Cryptocurrency Twitter, and is still in its early stages. It is the only ‘meme’ coin with a true mission. It can be described as a perfect meme carrier, representing a cultural counterattack against the challenges faced by the millennial generation of the global Z generation. It integrates finance with the spiritual world, targeting a potentially larger market than other encryption assets in the past. As millions of people start to lose their jobs and meaning, many will seek digital refuge in the form of coins, which is one of the most powerful rising forces.
APG Capital trader Awawat: $BNB, $LEO, $AAVE, $MKR, $XMR
Given the time span, only a few choices make sense:
PAXG/XAUT (gold-backed coin), the reason is obvious
BNB/LEO, limited upside potential but also limited downside risk
AAVE/MKR: Should be able to continue to exist
XMR (Monero coin)
Many replies are promoting their own investment portfolios, but objectively speaking, which coins will go to zero in this time span
encryption KOL W3Q:$HOOD、$TSLA
Over the past 5 years, I have only considered holding pure Crypto Assets other than BTC.
$HOOD (Robinhood) - The shovel and pickaxe (infrastructure) in the retail finance sector
From betting to mortgage loans to expanding encryption products, they are entering all profitable verticals, with better user experience and distribution channels than most companies.
$TSLA (Tesla) - In the AI robot field, it covers both software and hardware. Musk may be interested in Cryptocurrency again in the next speculative cycle.
If not subject to self-imposed limitations, will choose
2x leveraged Bitcoin ETF
Positioning part of the investment portfolio at 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, $JUP
These are their investment choices, so what are your long-term investment targets for 3-5 years in your opinion?
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What are the best investment targets in the eyes of these pros for the 3-5 year encryption apart from BTC and ETH?
“If you had to buy a strong Liquidity / non-risk investment Cryptocurrency within 3-5 years, and you are not allowed to buy BTC, ETH, HYPE, SOL or hold Stable Coin, what would you buy? Why?”
On June 22, well-known encryption KOL @Cobie raised the above question on X.
encryption KOL, traders, and VC investors have all shared their ‘wealth codes’ in the comments section.
We have compiled the views and choices of some well-known figures in the industry to see if there are any investment targets that you are interested in.
**Base project leader jesse.base.eth: Coinbase ($COIN)
Bullish on $COIN (Coinbase) because: (1) it has an incredible and powerful product line, has formed a scalable user base and market-leading brand; (2) it is one of the strongest and most visionary on-chain teams in this field, and may even be the strongest.
encryption KOL Ansem: Worldcoin($WLD)
Hedging OpenAI/Altman’s victory in AI competition and monitoring national risks. In the post-AGI era, we need a verifiable way to distinguish who is human and who is AI. If OpenAI is going to do something with their vast personal database in the future, it is very likely related to Decentralized Identity (WLD).
AllianceDAO founder qw: a coin with strong income
In the 3-5 year time frame, the only correct answer is a coin that has strong (future) income and is currently trading at a reasonable multiple.
Everything else will go to zero. The premium of coins other than Bitcoin is a thing of the past.
Cryptocurrency trader Auri: Starknet ($STRK)
If you value decentralization and privacy, pay attention to Starknet
Current situation:
As an Ethereum L2, it can compete with Solana in TPS (transactions per second)
By leveraging unique AA (Account Abstraction) functionality and on-chain performance, providing top-tier user experience
The valuation is relatively low (fully diluted valuation of 1 billion US dollars, compared to Arbitrum/Optimism’s 30 billion US dollars)
There are three successful paths:
Become a universal layer
Bitcoin L2 (if settlement on Bitcoin becomes feasible and efficient), just this point I think can make Starknet’s valuation multiply several times
If other paths fail, it can serve as the backend infrastructure for other chain-based applications
Helius Labs founder mert: Jito ($JTO)), Zcash ($ZEC)
JTO - If you believe that SOL will still exist in the next 3-5 years (it will indeed exist), then this is self-evident.
Zcash — I believe privacy coin will make a comeback, especially with the chain about to undergo a redesign under the new laboratory entity, which is impressive from a technical perspective
Nansen founder Alex Svanevik: building L1 composition
Build a diverse Layer 1 (L1) blockchain asset portfolio to achieve long-term investment returns. Already have BTC, ETH, HYPE, SOL, add BNB, SUI, APT, TRX, AVAX, a total of 9 assets, covering mainstream and potential public chains, stake all assets to earn approximately 4.5% annualized returns.
encryption KOL Fishy Catfish: Chainlink($Link)
Chainlink has maintained its top dominance in market share and security for 6 years (even higher than in 2021)
The tokenization of Real World Assets (RWA) and Stablecoin are the two biggest practical application markets. Chainlink provides a complete data, connection, and computing service platform for these two areas.
Chainlink has been ahead of its competitors for several years in serving the demands of TradFi.
A. The upcoming launch of the Automatic Compliance Engine (ACE): identity verification, employment verification, qualified investor validation, and sanction check
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 also far ahead of other competitors in the adoption of traditional financial systems (including SWIFT, DTCC, JPMorgan Chase, ANZ Bank, UBS, etc.)
The value capture of the blockchain is decreasing, while the value capture of Chainlink and applications is increasing. For example, the liquidation arbitrage MEV triggered by oracle updates used to belong to blockchain validators, but now it is shared by Chainlink and Aave.
encryption KOL Murad:$SPX
Reason: SPX, as the first ‘Movement Coin’, aims to subvert the entire stock market. The impact of SPX on GME is comparable to that of BTC on gold, or even greater. It can be said to be the most enthusiastic and unrestrained community on Cryptocurrency Twitter, and is still in its early stages. It is the only ‘meme’ coin with a true mission. It can be described as a perfect meme carrier, representing a cultural counterattack against the challenges faced by the millennial generation of the global Z generation. It integrates finance with the spiritual world, targeting a potentially larger market than other encryption assets in the past. As millions of people start to lose their jobs and meaning, many will seek digital refuge in the form of coins, which is one of the most powerful rising forces.
APG Capital trader Awawat: $BNB, $LEO, $AAVE, $MKR, $XMR
Given the time span, only a few choices make sense:
PAXG/XAUT (gold-backed coin), the reason is obvious
BNB/LEO, limited upside potential but also limited downside risk
AAVE/MKR: Should be able to continue to exist
XMR (Monero coin)
Many replies are promoting their own investment portfolios, but objectively speaking, which coins will go to zero in this time span
encryption KOL W3Q:$HOOD、$TSLA
Over the past 5 years, I have only considered holding pure Crypto Assets other than BTC.
$HOOD (Robinhood) - The shovel and pickaxe (infrastructure) in the retail finance sector
From betting to mortgage loans to expanding encryption products, they are entering all profitable verticals, with better user experience and distribution channels than most companies.
$TSLA (Tesla) - In the AI robot field, it covers both software and hardware. Musk may be interested in Cryptocurrency again in the next speculative cycle.
If not subject to self-imposed limitations, will choose
2x leveraged Bitcoin ETF
Positioning part of the investment portfolio at 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 3-5 years in your opinion?