ALL IN AI says it aggressively, but crypto positions are still closed first—wait until the US stock market stabilizes before making a move.

ME News reports that Yi Lihua posted on X stating that this round of rebound has basically ended, and the strategy should be to adopt a bullish outlook without chasing the rally, and to close positions when prices rise. Potential bearish factors include a pullback in U.S. stocks, the impact of oil prices on inflation and interest rate cut expectations, and a rebound in U.S. Treasury yields. In the long term, cryptocurrencies still hold potential, and deep bear markets are often good entry points. In the AI era, there are two groups of beneficiaries: those willing to fully bet on AI stocks and AI entrepreneurs. The recommended future allocation is 50% in the AI field. This is an irreversible trend—go all-in on AI.