Yi Lihua: Discussing with Justin Sun why he is bearish on the Nasdaq and Bitcoin, the AI industry chain may face a round of deleveraging and bubble squeezing.

BlockBeats news, November 14: Liquid Capital founder Yi Lihua stated in a post that after originally exiting at the top at $86,000, he had been looking for opportunities to buy the dip, but with the Democrats coming to power and the Jensen Huang incident completely disrupting the short-term AI ecosystem, he has recently been repeatedly thinking about how this will affect US stocks over the next year or even two years, which has gone beyond the data framework for analyzing Bitcoin trading.

Last night, he discussed for nearly an hour with Justin Sun, exploring why he is bearish on the Nasdaq and Bitcoin. Justin Sun said that clearing out AI stocks now might mean they are at a future high. In the past few years, AI companies represented by Nvidia, due to unlimited optimism about the AI trend, have brought leverage and subprime lending that far exceed the current growth in AI revenue. If a leader like Nvidia or even Musk runs into problems, the entire industry chain will face a round of deleveraging and bubble squeezing, and US stocks will continue to undergo significant corrections. If it becomes more serious, it could even trigger a financial crisis. Always be prepared for the worst-case scenario.