According to Flood (@ThinkingUSD) on Twitter, L1 tokens are considered fundamentally uninvestable over a 5+ year time horizon, and holding Bitcoin is suggested as the superior long-term strategy. Flood highlights that users of platforms like Robinhood, Schwab, and IBKR prioritize user experience and low costs over the technical details of order routing. This analysis implies that, for traders, Bitcoin remains the preferred asset for long-term crypto exposure, while user-centric trading platforms may drive further mainstream crypto adoption. Source: Flood on Twitter, May 30, 2025.

According to Flood (@ThinkingUSD) on Twitter, investing in L1 and L2 tokens implies a belief that blockchain technology will not evolve significantly and that current transaction solutions are already optimal. Flood argues that this bet also assumes user-facing front ends will remain loyal to a specific blockchain, rather than seeking opportunities across different chains. For crypto traders, this highlights the risk that advancing technology or shifting user interfaces could erode the value proposition of existing L1 and L2 tokens, potentially affecting token prices and trading strategies (source: Flood, Twitter, May 30, 2025).