Title: "What are the Best Crypto Investment Targets in 3-5 Years According to These Big Shots, Besides BTC and ETH?"

Author: Shenchao TechFlow

"If you had to buy liquid/non-risk investment cryptocurrencies within a 3-5 year timeframe, and you were not allowed to purchase 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.

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

Bullish on $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-focused and visionary on-chain teams in the field, possibly the strongest.

Crypto KOL Ansem : Worldcoin ($WLD)

Hedging against OpenAI/Altman's victory in 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 relate to decentralized identity (WLD).

AllianceDAO Founder qw: Tokens with Strong Revenue

In the 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.

Crypto Trader Auri : Starknet ($STRK)

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

Current status:

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

• Offers a top-notch user experience with unique AA (account abstraction) features and on-chain performance.

• Relatively low 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), just this point could multiply Starknet's valuation several times.

• 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 (it will), this is self-evident.

Zcash --- I believe privacy coins will make a comeback, especially as the chain is about to be redesigned under a new lab entity, which is impressive from a technical perspective.

Nansen Founder Alex Svanevik : Build an L1 Portfolio

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

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 computation service platform for both fields.

Chainlink has been years ahead of competitors in serving TradFi needs:

A. Upcoming Automated 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 blockchains is decreasing, while the value capture of Chainlink and applications is increasing. For example: MEV from liquidation arbitrage triggered by oracle updates, which used to belong to blockchain validators, is now shared by 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 that of BTC on gold, if not greater. It can be said to have 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 they 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 limited by self-custody, I would choose:

A 2x leveraged Bitcoin ETF.

To position part of the 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 in 3-5 years?