11.11
Anthropic is about to go public, and next up is OpenAI’s planned IPO in Q1 next year, which will also usher in the Fed’s rate-cutting cycle.
My outlook remains unchanged: the start of the rate-cutting cycle will inflate the AI bubble and drive a major rally in asset prices, including Bitcoin and gold. I also call this the “last chance to exit near the top.”
Then the bursting of the bubble will be the biggest risk factor, and we may witness a crisis like the one in 2008$BTC #美国10月CPI全面超预期
Anthropic is about to go public, and next up is OpenAI’s planned IPO in Q1 next year, which will also usher in the Fed’s rate-cutting cycle.
My outlook remains unchanged: the start of the rate-cutting cycle will inflate the AI bubble and drive a major rally in asset prices, including Bitcoin and gold. I also call this the “last chance to exit near the top.”
Then the bursting of the bubble will be the biggest risk factor, and we may witness a crisis like the one in 2008$BTC #美国10月CPI全面超预期













