币圈老鱼🌊🌊|11月 10, 2026 12:43
We are currently in a bottoming-out phase for cryptocurrencies, marking the beginning of a decline in the AI stock market. Buying the dip in Nvidia or memory now is unwise. Here are my thoughts for your reference:
Whether investing or speculating, stay clear-headed: no asset is perpetually bullish or indefinitely rising. Fundamentals are one thing, price is another. Trading cryptocurrencies/stocks without considering the cycle is a recipe for disaster.
The most frenzied and speculative phase of the AI investment cycle has only been over for 3-4 months; the digestion time is far too short. Who will buy now? One group consists of those who completely missed out on AI before and now feel the opportunity has arrived, rushing in; another group consists of those who were trapped at the top and are now buying to average down.
AI is the future, that's undeniable. From the perspective of pure asset price dynamics, after a significant rise, a correction is inevitable, a shakeout. Even the most powerful forces can't prevent this; this is the principle of capital market operation. Incidentally, I think the Nvidia CEO Nvidia saga isn't over yet. It's not just a simple affair; the development of the AI industry is where the Democrats and Republicans disagree. Unequal distribution of profits!
Cryptocurrency, on the other hand, is the opposite. Why has BTC recently shown such resilience? Ultimately, it's because the cycle has reached its peak; it's entered a period of bottoming out and consolidation, poised to take off. If you wanted to ride the wave, now would have been the time to choose crypto!
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