Author: Shenchao TechFlow

"If you had to buy a liquid/non-risk investment cryptocurrency within a 3-5 year timeframe, and you were 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 compiled the views and choices of some industry figures to see if there are any investment targets that catch your eye.

Bullish on $COIN (Coinbase) because: (1) it has an incredible and diverse product line, has formed a scaled user base and market-leading brand; (2) it is one of the most execution-oriented and visionary on-chain teams in this field, possibly the strongest.

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 be related to decentralized identity (WLD).

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.

If you believe decentralization and privacy are important, focus on Starknet.

Current status:

There are three paths to success:

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

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, especially since the chain is about to be redesigned under a new lab entity, which is impressive from a technical perspective.

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

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, onboarding 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)).

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

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

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 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 space, covering both software and hardware. Musk may become interested in cryptocurrencies again in the next hype cycle.

If not constrained by self-custody, I would choose a 2x leveraged Bitcoin ETF to deploy part of my portfolio at market cycle lows or during 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?