Equities Investor Here: Looking to Build a Crypto Allocation, What Would You Buy ?

I’ve been primarily focused on equities for years with a mid six-figure portfolio (~$600K across stocks and some fixed income). I’ve mostly avoided crypto due to volatility and unclear regulation.

Lately though, with ETF flows, institutional adoption, and broader macro uncertainty, I’m starting to think it makes sense to build a measured long-term position, especially on meaningful pullbacks.

I’m considering allocating around 8–12% of my portfolio into crypto over time and building a basket of 4–5 projects.

What projects would you include for a 3–5 year horizon?