AAVE … rates are going to be cut over next 2-3 years and we will see a resurgence in defi as risk premia will have to be priced back in as people will sell bonds and look for yield elsewhere. Safest defi yields that are above US bonds will be on demand. Cryptopunks (assuming you you are allowed to buy eth to buy the NFTs) Pengu … Pengu etf will probably put Pengu second to doge as a long term meme exposure that funds will allocate to as part of their high risk strategy. Carbon credits on chain. Regardless of anyone’s views on climate trillions is going to be allocated to climate as per Paris accords over next decade. Given the cross border limitations carbon credits on chain will be massive. Credits already on chain and carbon protocols. Non forest protocols only RWA exposure. Ondo and Pendle long term easy bets. World coin and humanity protocol. Easy exposure to AI at a large safe level. Privacy protocols are going be in huge demand over next few years. Tari and XMR will outperform most coins. … given the constraints of the OP these are my choices