AAVE … rates are going to be cut over the 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. The safest DeFi yields that are above US bonds will be in demand. Cryptopunks (assuming you are allowed to buy ETH to purchase the NFTs) Pengu … the Pengu ETF will probably position 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 are going to be allocated to climate as per the Paris accords over the next decade. Given the cross-border limitations, carbon credits on-chain will be massive. Credits are already on-chain and carbon protocols. Non-forest protocols only. RWA exposure. Ondo and Pendle are long-term easy bets. Worldcoin and Humanity Protocol. Easy exposure to AI at a large, safe level. Privacy protocols are going to be in huge demand over the next few years. Tari and XMR will outperform most coins. … given the constraints of the OP, these are my choices.