The video discusses four cryptocurrencies: Ondo, Plume, Aerodrome, and Sui. The presenter evaluates them based on risk and potential return, eliminating Plume due to its low market cap, despite acknowledging the project's potential in New York City. He then eliminates Sui because it is the biggest market cap out of the four and it has already had major returns in this cycle. Ultimately deciding to diversify between Aerodrome and Ondo, splitting his investment 50/50 between the two, therefore he suggests for Aerodrome a target price of $1.10 and a $0.80 failure bound, while suggesting for Ondo a target price of $1.20 and a failure bound of $0.90.