星球日报|Nov 14, 2026 12:50
[Yi Lihua: Justin Sun is bearish on Nasdaq and Bitcoin, says liquidating AI stocks may be the future peak]
Odaily Planet Daily reports that Yi Lihua wrote that after selling at $86,000, he had been looking to buy the dip, patiently waiting. However, the Democratic Party's rise to power and the Jensen Huang incident have completely disrupted the short-term AI ecosystem. These past few days, we've been repeatedly thinking about how this will affect the US stock market over the next year or even two, a question that goes beyond analyzing Bitcoin trading data.
Last night, I discussed with Justin Sun for nearly an hour why he's bearish on the Nasdaq and Bitcoin. Sun stated that liquidating AI stocks now might be the future peak. In the past few years, AI companies, represented by Nvidia, have leveraged and engaged in subprime lending due to their overly optimistic view of the AI trend, far exceeding the current growth in AI revenue. If leading companies like Nvidia or even Musk encounter problems, the entire industry chain will face a round of deleveraging and bubble bursting, and the US stock market will experience a sustained and significant correction. In a more severe case, it could even trigger a financial crisis. Always be prepared for the worst.
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