Alliance DAO: I don't think L1 tokens are necessarily a bad investment, and I won't short them
2025-11-29 09:48:14
Alliance DAO co-founder QwQiao wrote: I don't think L1 tokens are necessarily bad investments. I'm certainly not going to short them either. It's just that I can't convince myself that they are particularly good investments. In a universe with thousands of assets to choose from, you can always find a handful of high-quality assets with 9/10 points to hold. So why are you torn for 7/10 assets? I can sleep more comfortably because every asset I own has a strong moat, is in the track of exponential growth, and is valued at a reasonable valuation. Yesterday QwQiao said that it is difficult to convince myself to hold L1 tokens for a long time because there is no "moat".
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