11月28日消息,Alliance DAO联合创始人Qw Qiao在社交媒体发文表示,“我之所以难以说服自己长期持有L1公链代币,并不是因为它们的市盈率(P/E)很高,而是因为它们没有护城河。缺乏护城河,它们就会被商品化,无法捕获有意义的价值。 如今用户可以...
AllianceDAO 联合创始人 QwQiao 发文表示,目前多数有经验的交易员与长期投资者在不同周期上均已转向看空,加密市场整体情绪明显趋于谨慎。QwQiao 称,自己自 9 月中旬起已对市场走势持谨慎态度,尽管长期依然看好行业发展,但在多重信号收敛的情况下,认为适度减仓是更为理性的选择。他指出,近期市场或正处于一种结构性分化阶段:AI 概念股持续上行,而包...
Imron Khan and Qiao Wang, founders of Web3 venture capital accelerator AllianceDAO, recently pointed out in a podcast that most current AI and blockchain projects are far-fetched, and truly successful projects should allow AI to naturally integrate into blockchain applications, so that users will not pay too much attention to the underlying technology when experiencing product performance improvement. In response to market trends, they focus on three directions: First, the United States may esta...
Web3创投加速器AllianceDAO创始人Imron Khan和Qiao Wang近日在播客节目中指出,目前大多数 AI 与区块链结合的项目较为牵强,真正成功的项目应该让AI自然融入区块链应用,使用户在体验产品性能提升时不会过分关注底层技术。 针对市场趋势,他们重点关注三个方向:首先,美国可能建立比特...
On September 12th, Qiao Wang, founder of AllianceDAO, shared their unique perspective on investing in and incubating Pump.fun in an interview. Qiao emphasized that when investing in client products in the early stage, investment decisions are more based on the judgment of the founder, rather than the project concept itself. Qiao said that he was in the Pump...
9月12日消息,AllianceDAO 创始人 Qiao Wang 在一次采访中分享了他们投资并孵化 Pump.fun 的独特视角。Qiao 强调,在早期阶段投资用户端产品时,投资决策更多基于对创始人的判断,而非项目理念本身。 Qiao 表示,他在 Pump...