My 10 Favorite Crypto Investments For This Bull Run

Greenshoots are sprouting throughout the crypto landscape. Global liquidity is increasing, interest rates are dropping, Bitcoin ETFs are humming, Bitcoin supply on exchanges is dropping, FTX depositors will be getting billions of dollars by the end of the year, and Coinbase is moving up in the Apple App Store rankings.

While none of these catalysts guarantee bullish action from crypto, they certainly provide a good canvas for a masterpiece bull market. And, whether you have or haven’t been listening closely, the crypto market has hinted at the best places to take risks with your speculative capital.

I will share ten projects I am investing in that I would encourage someone looking to expand their crypto portfolio to consider. I own all ten of these and, therefore, am biased.

That said, I will share why I believe these are category leaders and present reasons why I would be acquiring more today if I had additional funds to allocate on high risk/high reward speculation.

For this list, I am focusing on popular narratives today. I expect these narratives to remain popular throughout the bull run, but as you know, narratives can change quickly.

#1 If I could only own one crypto asset, it would be…

Bitcoin. Bitcoin is the safest asset in the crypto space to own. It’s received regulatory approval and is attracting institutional money, and it has over 50% of the crypto market's total valuation. If the crypto market goes up, Bitcoin will lead the way.

#2 If I could only own one memecoin, it would be…

Pepe. Pepe is the third highest market cap memecoin behind Doge and Shiba. Here are some reasons why the Pepe narrative can take off:

• This would be Pepe’s first bull market. This novelty makes it attractive and means there aren’t many bagholders who bought at higher prices.

• It’s a recognizable and popular meme.

• Almost every influencer talks about Pepe. Attention is the most important thing in the altcoin market.

#3 If I could only own one Base proxy, it would be…

Aero. Base is crushing in all metrics. However, Base doesn’t have a token, so anyone investing in the Base ecosystem will look for exposure in its top platforms and top memecoins. Also, Aero can be purchased on Coinbase.

Brett is the place to look if you are more of a memecoin investor. More conservatively, Aero can continue its dramatic bull run as it continues printing money.

It’s important to note that Aero’s tokenomics rely on massive continual inflation. Therefore, it’s important to get yield if you are investing in Aero. Let all the Coinbase buyers pay for the inflation while your stack grows. Read more about Base here. 

#4 If I could only own one Layer 1, it would be…

Sui. Sui is the real deal. As someone who has spent much time on-chain, Sui is fast, cheap, and easy to use. If Ethereum is a Gen 1 smart contract platform, Solana is a Gen 2 smart contract platform, and Sui is a Gen 3 smart contract platform.

Sui is attracting strong attention, and it deserves it. The project feels well-thought-out rather than taking the break-and-fix approach. This is the advantage of being a new Layer 1—you get to learn from others' failures.

If the Sui vs. Solana narrative gains more attention, I see a bright future ahead for this token and project. Read more about Sui here.

#5 If I could only own one AI coin, it would be…

Artificial Super Intelligence (FET). Fet has the highest AI market cap that isn’t a Layer 1. Since I think crypto AI is way too early to pick overall winners, I’d rather own the biggest project in the space.

The entire AI asset category will rise together. I like that Fet is accessible on most major exchanges, and it‘s a new combination of three different communities with its merger of Ocean Protocol, Fetch.ai, and SingularityNET. Read more about AI coins here.

#6 If I could only own one Bitcoin proxy, it would be…

Bitcoin Puppets Ordinals. Earlier this year, we saw a frenzy in the Ordinals space. Outside its monetary narrative, Ordinals are Bitcoin's first use case, which has garnered major adoption.

If Bitcoin goes parabolic, I expect Ordinals to have a resurgence. Bitcoin Puppets is the most liquid collection; floor prices have increased by over 60% in the past month. Read more about Bitcoin Puppets here.

#7 If I could only own one Ethereum Layer 2, it would be…

Arbitrum. As mentioned earlier, Base doesn’t have a token. Arbitrum and Optimism can probably be interchanged. Arbitrum and Optimism are next to each other in market cap and will most likely fluctuate together.

I have more experience with Arbitrum and like its protocols more than Optimism. It also has a higher TVL than any other L2.

#8 If I could only own one Real World Asset, it would be…

Ondo. Ondo is easy to purchase on major US exchanges. It’s tied in with the Blackrock narrative and is a new token. Like AI, I think the entire RWA (real-world asset) space will move together, and I’d like to own the highest market cap leader.

Also, there’s a lot of fud about token unlocks. While this may be a big issue, it may have a lessening impact when the bull market accelerates.

#9 If I could only own one DeFi token, it would be…

Aave. Over the past three months, Aave has doubled against its lows. Here are the reasons I own Aave:

• It’s a cash cow. According to Defillama, it generates $49M in annual revenue and has more active loans than all other lending protocols combined.

• They have teased flipping the revenue switch to go to investors instead of the treasury. If this goes through, speculators will probably pile into Aave, and it will attract enormous attention.

• Lending is a proven DeFi use case. I feel safest owning the largest lending protocol.

#10 If I could only own one underdog, it would be…

Zeus. Zeus is a new platform bringing cross-chain Bitcoin to Solana. Its token is 70% below its April all-time high. Currently, it’s operational in the testnet only.

However, I like that it has two strong narratives: Solana and Bitcoin DeFi.

Today, Zeus has only a $55 million market cap. It’s backed by Solana’s co-founder and face, Anatoly Yakovenko, and I could see the market cap exploding if they can launch a mainnet and attract significant TVL. Read more about Solana altcoins here.

Key Takeaways

I don’t own equal investments in these projects. Some I am more confident in than others. Overall, larger market-cap projects have less explosive potential than smaller market-cap tokens.

I purposely chose these ten because they are leaders in their respective categories. I have used or am using every platform except for Zeus, Fetch, and Ondo.

Most of these projects have a large mindshare and will be promoted by top YouTube influencers, who will pitch them to retail buyers. I doubt these will go 100x in this bull cycle, but that’s okay because I’m making decent-sized investments in them and want to reduce risk.

What projects are you most bullish on that offer a tremendous risk/reward scenario? Let everyone know in the comments. Clap if you enjoyed this article or are generally a nice person.

I appreciate you reading this. Beware of scam comments, as this is the idiotic majority of comments.

I’m listing these projects' current market caps for future reference.

1. BTC-$1.3T
2. Pepe-$4.7B
3. Aero-$743M
4. Sui-$4.4B
5. Fet-$4.2B
6. Bitcoin Puppets-$90M
7. Arb-$2.3B
8. Ondo-$1.1B
9. Aave-$2.5B
10. Zeus-$56M

I own all tokens and Ordinals mentioned in this article. This information should not be taken as investment advice. I am no more qualified to give financial advice than to compete with Magnus ver Magnusson in a Strongman contest. Digital assets like crypto and NFTs involve risk, so you should always perform due diligence before investing.

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