The Six Tokens To Own This Cycle | Yan Liberman

Which tokens are actually worth owning in today’s market?

This week, Yan Liberman shares his six-token portfolio and the framework behind each position.

We dig into productive vs speculative assets, catchup trades and overlooked opportunities, how AI is reshaping crypto venture, what Delphi looks for in founders, and what the ideal portfolio looks like today. Enjoy!

TIMESTAMPS:

00:00 Intro

00:34 Does Crypto’s Rally Have Legs?

05:49 Is AI Outshining Crypto?

10:35 Liquid Tokens Or Venture Bets?

16:17 Ads (Token2049, Avalanche)

17:57 Inside Yan’s Crypto Portfolio

23:25 What Returns Justify Crypto Risk?

29:53 Where Can Crypto Venture Still Win?