Original Article Title: "Aside from BTC and ETH, What Are the Top Crypto Investment Picks for the Next 3-5 Years in the Eyes of These Crypto Bigwigs?"
Original Source: DeepTech TechFlow
“If you had to buy a highly liquid/non-risky investment crypto asset within a 3-5 year timeframe and were not allowed to buy BTC, ETH, HYPE, SOL, or hold stablecoins, what would you buy and why?”
On June 22nd, renowned crypto KOL @Cobie posed the above question on X.
Crypto KOLs, traders, and VC investors all chimed in with their "wealth code" in the comments.
We've compiled some insights and choices from industry figures to see if any of them align with your favored investment picks.
Base Protocol Founder jesse.base.eth: Coinbase ($COIN)
Bullish on $COIN (Coinbase) because: (1) It has an incredibly diversified and robust product line, has built a scaled user base, and enjoys a market-leading brand; (2) It boasts one of the strongest and most visionary on-chain teams in the space, possibly even the strongest.
Crypto KOL Ansem: Worldcoin ($WLD)
Hedging against OpenAI/Altman winning the AI race and monitoring the risk of nation states. In the post-AGI era, we need a verifiable way to distinguish who is human and who is AI. If OpenAI plans to leverage their vast personal database for something in the future, it is likely related to decentralized identity (WLD).
AllianceDAO Founder qw: Tokens with Strong Revenue
Over a 3-5 year timeframe, the only correct answer is tokens with strong (future) revenue trading at reasonable multiples.
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 in decentralization and privacy, pay attention to Starknet
Current Status:
- As an Ethereum L2, it can compete with Solana in TPS (transactions per second)
- With unique AA (Account Abstraction) functionality and on-chain performance, it provides a top-tier user experience
- Relatively lower valuation (fully diluted valuation of $1 billion compared to Arbitrum/Optimism's $3 billion)
There are three paths to success:
- Become a general-purpose layer
- Bitcoin L2 (if settling on Bitcoin becomes feasible and efficient), I believe this alone could multiply Starknet's valuation
- If all other paths fail, serve as backend infrastructure for other on-chain applications
Helius Labs Founder mert: Jito ($JTO), Zcash ($ZEC)
JTO—If you believe SOL will still exist in the next 3-5 years (which it will), this is self-explanatory
Zcash—I believe privacy coins will make a comeback, plus the chain is about to be redesigned under the new lab entity, which is impressive from a technical standpoint
Nansen Founder Alex Svanevik: Building an L1 Portfolio
Build a diversified Layer 1 (L1) blockchain asset portfolio for long-term investment returns. Currently holding BTC, ETH, HYPE, SOL, adding BNB, SUI, APT, TRX, AVAX, a total of 9 assets covering mainstream and promising public chains, and staking all assets to earn approximately 4.5% annualized returns.
Crypto KOL Fishy Catfish: Chainlink ($LINK)
Chainlink has maintained top-tier dominance in the market share and security aspects for 6 years (even higher than in 2021)
The tokenization of real-world assets (RWA) and stablecoins are the two largest practical application market segments, and Chainlink provides a comprehensive data, connection, and computation services platform for these two areas.
Chainlink has been a leader in serving TradFi needs for several years:
A. Soon to launch the Automated Compliance Engine (ACE): Identity verification, employment verification, accredited investor validation, and sanctions screening
B. Soon to launch CCID: Cross-chain Identity System
C. Chainlink has a full privacy suite (CCIP Private Transactions, Blockchain Privacy Manager, DECO (patented zkTLS))
Furthermore, it is far ahead of other competitors in traditional finance adoption (including SWIFT, DTCC, JPMorgan, ANZ Bank, UBS, etc.)
The capture of blockchain's value is decreasing, while Chainlink's and the application's value capture is increasing. For example, MEV from liquidation arbitrage triggered by oracle updates used to go to blockchain validators, but now it is shared between 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 BTC's impact on gold, if not greater. It can be said to have the most enthusiastic community on Crypto Twitter and is still in its early stages. It is the only one with a real mission as a "meme" coin. It is a perfect meme vessel, representing a cultural backlash against the challenges faced by the Millennial generation of the global Z generation. It merges finance with the spiritual world and targets a potentially larger market than any other crypto asset before. As millions of people start to lose their jobs and meaning, many will seek tokenized digital refuge, which is one of the strongest rising forces.
APG Capital Trader Awawat: $BNB, $LEO, $AAVE, $MKR, $XMR
Given this time span, only a few choices make sense:
· PAXG/XAUT (Gold Tokens), for obvious reasons
· BNB/LEO, with limited upside potential but also less downside risk
· AAVE/MKR: Should be able to withstand
· XMR (Monero)
Many responses are promoting their own portfolios, but objectively speaking, which coins will go to zero within this time frame
Crypto KOL W3Q: $HOOD, $TSLA
Looking at the past 5 years, apart from Bitcoin, the pure cryptocurrency space is not considered for holding.
$HOOD (Robinhood) - The pick and shovel (infrastructure) in the retail finance space
From betting to staking loans to expanding into cryptocurrency products, they are entering every lucrative vertical and have better user experience and distribution channels than most companies.
$TSLA (Tesla) - In the AI robotics space, covering both software and hardware. Musk may be interested in cryptocurrency again in the next hype cycle.
If not constrained by self-custody, would choose
A 2x leveraged Bitcoin ETF
To partially allocate the investment portfolio at market cycle lows or during extreme sell-offs.
Framework Ventures Partner Vance Spencer: $SKY
$SKY, noteworthy is that it is currently not listed on any CEX.
DeFiance Capital Founder Arthur: $AAVE, $ENA, $PENDLE, $JUP
The above are their investment choices, so what are your long-term investment targets for 3-5 years in your eyes?
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