2026-01-21 14:51:00

AllianceDAO co-founder recently shared his investment insights. In his view, most cryptocurrencies in the market currently lack sufficient appeal, and his own crypto asset allocation is rather conservative—mainly Bitcoin, with only a few other tokens.

Interestingly, his overall asset structure adopts a traditional and emerging balance strategy. The allocation ratio of stocks and Bitcoin is each 50%, a configuration that is clearly well thought out. On the stock side, his heavy holdings are in tech giant Google, followed by Tencent stocks.

This strategy reflects an interesting phenomenon: even for seasoned players deeply involved in Web3, the attitude towards the crypto market is not purely bullish. It is more about seeking a balance between Bitcoin's core value and traditional high-quality assets.

BTC-2,16%

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LuckyBearDrawer

· 3h ago

Honestly, I can understand this configuration... I also hold a lot of Bitcoin, but most altcoins are really not worth it. Really, 50/50 split, and you still include Google and Tencent? Clever move. This is what a true Web3 person should look like, not blindly going all-in on various shitcoins. Why does it seem like Bitcoin has now become the most stable... how ironic. Google and Tencent doubling down, it seems the big players don't really believe this round can bring any new surprises. But on the other hand, is this conservative strategy really smart or just bearish? Or is BTC's rapid rise making them afraid of a pullback... Web3 people being conservative in their allocations actually seems more sensible, but what are those who go all-in on a single token thinking?

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AllInAlice

· 3h ago

Oh, well said! I really like this pragmatic type of player. Bitcoin is forever the god; other coins really need to be chosen carefully. Google plus Tencent plus BTC, I copied this setup. Bitcoin is just Bitcoin; no matter how fancy others are, they’re still虚的. The 50/50 ratio looks comfortable to me—neither a gambler nor conservative. Sounds like my investment logic haha. It seems that the big shots aren’t always blowing smoke in the crypto world. This is the right way to open up; balance is the most important. Basically, it’s saying that BTC is faith, and others are just gambling. Deep Web3 participants are actually the clearest—interesting. Veteran players all eventually return to BTC; what does that say?

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BlockchainFries

· 3h ago

Haha, this guy is quite real—50% BTC and 50% stocks, so he's betting on Bitcoin but not putting everything on it. Ultimately, it's clear that most coins are just air; it's better to hold BTC and use Google to feel secure. Tencent's stock definitely involves careful calculations... If participating in Web3 still requires such allocation, does that mean it's time to clear out the altcoins?

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StableGenius

· 3h ago

empirically speaking, so the guy's basically admitting 99% of tokens are garbage while keeping his btc bags safe... exactly as predicted. love when deep web3 believers finally admit traditional assets aren't the enemy. the google/tencent play is actually defensible though, ngl

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