Yi Lihua: Strongly supports Jensen Huang's return to Nvidia; bullish on AI-related US stocks and the crypto market in the long term.

As the price of Bitcoin fell below $67,000, Strategy's unrealized losses widened to $6.85 billion. According to Strategy's SEC 8-K filing on November 9, the company holds 850,364 BTC, with a total cost of approximately $64.16 billion and an average holding price of $75,456. Based on the current Bitcoin price of $67,400, Strategy's overall Bitcoin holdings have a paper loss of $6.85 billion.

Binance - BTC/USDT is currently trading at $66982.47, down 0.73% in the last 5 minutes. Please be aware of market volatility.

BTC is currently priced at $67,436.66, down 4.47% in the last 24 hours. In the past hour, the total liquidation amount across all futures contracts was $102 million, primarily long positions, with BTC liquidations accounting for $55.06 million (53.65%). This data is for reference only.

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Liquid Capital founder Jack Yi expressed strong support for Jensen Huang's return to Nvidia, believing that Huang is a key figure in the AI industry and the foundation of the AI ecosystem, and his departure is a huge loss to the AI field. Jack Yi believes that Huang's departure will not change the long-term development trend of the AI industry, but in the short term it will trigger deleveraging and bubble clearing, putting pressure on US stocks in the near future. JackYi suggests that market concerns sparked by Jensen Huang's departure may extend to other tech industry leaders, and believes that the upcoming IPOs of OpenAI and Anthropic mark a temporary peak in this AI market boom. If US stocks experience a significant correction, Buffett's cash strategy may once again prove valuable. Regarding investment strategy, JackYi stated that he is optimistic about AI-related US stocks and the crypto market in the long term, but will wait for opportunities in the short term.