Tricky problem. I’d probably buy some ETH/FTM/DOT to cover speculation on the infra side. Then get some YFI/AAVE/SNX/ROOK to cover the app speculation although there’s hundreds here to choose from.

The approach I’m taking is a blockchain agnostic one. There’s lots of middleware projects with tokens such as GRT, REN and LINK. I see middleware growing really as it has utility in defi but also other applications.