Big fan of Polkadot and Chainlink. One just has a visionary outlook that lives up to what a vision should be, and the other is infrastructure that underpins all of DeFi.

I'm not convinced about the others, though. VeChain's demand has underwhelmed, Axie looks like Nintendo NES. ApeCoin is a meme whose peak may have already passed. The others I don't know.

I still think that some Layer 1, and it remains to be seen still, will pull an Amazon and own it all.

Waiting for that VisiCalc-scale Killer App - DeFi isn't enough and gaming is too immature.

Disclosure: small holdings in Dot, Link, and Axs.