Spent a long Lunar New Year back home, and honestly, not checking the market was a true relief. Came back to find the whole space crawling with “lobsters” 🦞 and the pace of AI development is both exciting and anxiety-inducing. Returning to my roots in crypto, here’s my take: ETH under $2,000 is a golden buy-the-dip opportunity—both for short-term and long-term plays, win rate is high. Based on cycle theory, this year is also a prime bottoming opportunity—perfect timing for us to prep new funds and platforms. As for sector rotation, the speed at which AI is evolving means we’re about to see AI completely overhaul and rebuild the crypto industry. I believe a new wave of AI innovators will disrupt the current “dragons” dominating the space. It’s been a while since we saw a real shake-up in crypto. AI-powered stablecoin payments are just starting to show their value. As for primary market risks, the biggest one is always the team—not something you can just figure out with data analysis or trend research.

Welcome back, Mr. Yi! We've missed you so much!