#Saylor暗示增持BTC

I originally thought it had hit the bottom and was due for a rebound, but then I saw Hua Zi making a bullish call, and I hesitated again. After all, he's the world-famous contrarian indicator—he never speaks unless it's a disaster, and when he does, it's a crash. Why does he have to come out and shout nonsense?! This could mean more downside!

On June 29, Yi Lihua, founder of Liquid Capital (formerly LD Capital), stated, "This is the third wave of decline since '1011.' According to wave theory and cyclical patterns, this is Bitcoin's last major crash.

What everyone cares about most is the bottom price for Bitcoin this time. The main factors are U.S. stocks and MicroStrategy. I'm not sure whether the Fed's concerns about CPI will trigger expectations of rate cuts or even rate hikes, which could lead to a sustained pullback in U.S. stocks. Secondly, in the tail end of past bear markets, black swans or blow-ups often occurred. So far, none have appeared, and we need to watch closely.

Based on BTC's all-time high of 126k, a 60% drop would bring it to 51k, and a 66% drop to 43k. In any case, July to August should be the final window, the best time to buy the dip, and even the most worthwhile opportunity in the next three years."

Yi Lihua has been consistently bullish since November 2025. His "spot bottom-fishing" view has repeatedly surfaced over the past eight months, shifting from being optimistic about ETH to emphasizing AI's absorption of capital. The core narrative has always revolved around the rotation between crypto and macro (U.S. stocks, Fed) and emerging assets (AI). This time, he explicitly anchors the time window for the "last major crash" to July-August and ties the potential bottom estimate to the decline since "1011" and related parties such as MicroStrategy.

The most noteworthy detail is that he directly links Bitcoin's potential bottom (43,000 to 51,000 USD) to "U.S. stocks and MicroStrategy" and points out the need to watch for a black swan in the "tail end of the bear market." This suggests that in the current market structure, the balance sheets of traditional capital agents (such as MicroStrategy's bitcoin holding strategy) have become a key node for systemic risk transmission, and the tail risk has not yet been cleared. This is significantly different from his logic in 2025, when he only emphasized cycle failure or simply favored ETH, reflecting that market fragility is shifting from internal narratives to the tightening of external capital chains.


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