What is the best encryption investment target for 3-5 years? Pros share their insights

If you must purchase Crypto Assets with strong/non-risky Liquidity within a 3-5 year timeframe and are not allowed to buy BTC, ETH, HYPE, SOL, or hold stablecoin, what would you buy? Why?

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

encryption KOL, traders, and VC investors have all given their 'wealth codes' in the comments section.

We have summarized the views and choices of some industry celebrities to see if there are any investment targets that you favor.

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

Bullish on $COIN (Coinbase) because: (1) it has an incredible diverse and powerful product line, has formed a scalable user base and market-leading brand; (2) it is one of the most powerful and 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 competitions and monitoring national risks. In the post-AGI era, we need a verifiable way to distinguish between who is human and who is AI. If OpenAI is going to do something with their vast personal database in the future, it is likely to be 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 with strong (future) income and 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 terms of TPS (transactions per second)

• With its unique AA (Account Abstraction) functionality and on-chain performance, it provides a top-notch user experience

-Relatively lower valuation (fully diluted valuation of 1 billion US dollars, compared to Arbitrum/Optimism's 3 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 alone I think can multiply Starknet's valuation several times

• If all 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 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 set to be redesigned under the new lab entity, which is impressive from a technical perspective

Nansen founder Alex Svanevik: Building L1 combination

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, pledge all assets to obtain approximately 4.5% annualized return.

encryptionKOL Fishy Catfish: Chainlink($Link)

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

Real-world asset (RWA) tokenization and stablecoin are the two largest practical application market scenarios. Chainlink provides a complete data, connection, and computing service platform for these two areas.

Chainlink has been leading competitors in serving TradFi needs for several years:

A. The upcoming launch of the Automatic Compliance Engine (ACE): identity verification, employment verification, qualified investor authentication, and sanction screening

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, in the adoption of traditional finance, it is far ahead of other competitors (including SWIFT, DTCC, JPMorgan, 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 the oracle update used to belong to the blockchain validators, now it is 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, or even greater. It can be said to be the most passionate and exuberant community on Crypto Assets Twitter, still in its early stages. It is the only 'meme'coin with a true mission. It is a perfect meme carrier, representing a cultural counterattack against the dilemmas and 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 begin to lose jobs and meaning, many will seek digital shelter in coins, which is one of the strongest 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 small 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

encryptionKOL W3Q: $HOOD, $TSLA

Over the past 5 years, apart from Bitcoin, I do not consider holding any pure Crypto Assets.

$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, and have 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 hype cycle.

If not constrained by self-custody, will choose

2x leverage BitCoin ETF

Layout 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

Those are their investment choices, so what are your long-term investment targets for 3-5 years in your eyes?