Yi Lihua: The rebound has essentially ended; it is recommended to allocate 50% of future returns to the AI sector.

Yi Lihua, founder of Liquid Capital, posted: “This rally has essentially ended. I have repeatedly stated that this round is a rebound—not a reversal—and advocated a strategy of taking profits on the upside. Potential headwinds ahead include: a normal correction in U.S. equities from elevated levels; oil prices impacting inflation and thereby shifting rate-cut expectations; and notably, a sharp rebound in U.S. Treasury yields. Cryptocurrencies’ long-term outlook remains bright—this is the darkness before dawn. Every bear market brings waves of pessimism and exits, yet deep bear markets often present excellent entry points and opportunities for patience. I recommend allocating 50% of future returns to the AI sector—a trend that is irreversible.”