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JackYi
38,900 Twitter followers
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Founder of @LD_Capital， Build @Trend_Research_ ，2015-BTC/ETH
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Signal Clone Analysis
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JackYi
03-27
First, the crypto is in a bear market; second, the ongoing battle continues, and there hasn't been a decent rebound. The past four years have been disappointing for the crypto. The 1/11 rule exploited the crypto middle class, the altcoin crisis exploited retail investors, and the 1+3 rule exploited crypto venture capitalists. Exchanges, market makers, and project teams have only received a continuous drain on resources, with the only financial support coming from Wall Street ETFs and DAT, and a small number of die-hard believers. Furthermore, disruptive innovation in crypto has been slow to materialize. Therefore, is the new bull market simply a result of the four-year cycle or something else?
JackYi
@Jackyi_ld
03-23
中东战争比想象中的来的长久，虽然这很不特朗普风，俄罗斯已经大跌眼镜了，没想到世界霸主也是远超意外，在这种局势下石油持续上涨，所有资产只有一个策略就是避险，幸好只看反弹而不是反转，触发止损后静心等待局势明朗。整个加密行业从1011事件后，流动性持续下降，1011团灭了加密最活跃的中产投资人 x.com/jackyi_ld/stat…
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JackYi
03-26
Thread
In the short term, the war is far from over, and the market is waiting for further clarity on the situation. However, there will definitely be a great buy the dips opportunity this year, so it's crucial to prepare as much ammunition as possible before then. Aside from the crypto industry, I've been diligently studying AI lately and have been deeply impressed, especially by the efficiency of directing AI. This isn't just a simple efficiency improvement; it's like moving directly from the horse-drawn carriage era to the airplane era. I require all the companies I invest in to immediately learn to use and embrace AI. Companies that don't use AI will be eliminated in the future. Today, thanks to AI, all companies and individuals are essentially on a level playing field. Another major wave is coming, and my goal for myself this year is to spend half my time working collaboratively with AI.
JackYi
@Jackyi_ld
03-23
刚发完推，川普就发利好了，再打下去股市也没了，但是还是认为战争短期结束不了，川普画线能力太强了，如果它有交易团队的话，他应该是世界上利润最高的对冲基金。
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JackYi
03-23
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The Middle East wars have dragged on longer than expected, which is quite uncharacteristic of Trump. Russia has been caught off guard; the world's superpower is proving surprisingly capable of such actions. Under these circumstances, oil prices continue to rise, and the only strategy for all assets is hedging. Fortunately, we're only looking at rebounds, not reversals. After triggering stop-loss orders, we patiently wait for the situation to become clearer. Since the 10/11 attacks, liquidity in the entire crypto industry has been declining. 10/11 wiped out the most active middle-class crypto investors, and various trading restrictions imposed by leading platforms have pushed market enthusiasm to rock bottom. Even the normal rebound after a sharp drop has vanished. However, this extreme low point will also present the biggest buy the dips opportunity this year, similar to when BTC fell to $16,000. Whether you buy the dips at $16,000 or $20,000 makes little difference.
JackYi
@Jackyi_ld
03-10
在老家过了一个长长的春节，不看行情的日子确实轻松，一回来发现外面都是龙虾🦞，AI的发展速度和焦虑恐怖如斯，不忘初心回到加密行业，首先ETH在2000以下都是抄底机会，短线和长线都是胜率大，其次按照周期理论，今年也是大底机会，适合我们筹备新基金和平台。最后看赛道机会，按照AI进化速度，到了AI
BTC
0.05%
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JackYi
03-17
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Recently, I've been mainly focused on preparing a new fund and platform, so I haven't been active on Twitter. First, short-term market analysis and trading aren't really suitable for frequent sharing. Second, I'm currently fully positioned for a rebound—not expecting a full reversal yet, and haven't gone short. After heavy drops, a strong bounce is only natural; BTC bouncing back to 85-90k is reasonable. Lastly, I've seen some outrageous clout-chasing lately. After ten years in crypto, I've had plenty of failed collaborations and investments, but I always keep grinding, stay positive, and keep it real. Self-improvement leads to strength.
JackYi
@Jackyi_ld
03-10
在老家过了一个长长的春节，不看行情的日子确实轻松，一回来发现外面都是龙虾🦞，AI的发展速度和焦虑恐怖如斯，不忘初心回到加密行业，首先ETH在2000以下都是抄底机会，短线和长线都是胜率大，其次按照周期理论，今年也是大底机会，适合我们筹备新基金和平台。最后看赛道机会，按照AI进化速度，到了AI
BTC
0.05%
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JackYi
03-15
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Investing and trading are inherently difficult. We lack the capacity to operate projects and exchanges, so for many years we've focused solely on investing and trading. It may seem like it has a low barrier to entry and anyone can do it, but very few can consistently win. Fortunately, our initial capital in primary and secondary investments was very low (so you don't need to worry about drawdowns), and we were also quite rigorous and humble in our early entrepreneurial stages. However, as people achieve success, they tend to become more confident and arrogant, and this is often when problems begin to arise. But without confidence, you can't do investing and trading. You must strive to maintain a balance, continue to focus, work hard, and grow. Perhaps in the future, you won't have the opportunity to work hard anymore; in the AI era, the human brain can't keep up, and we'll be completely liberated.
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JackYi
03-10
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The biggest problem in the crypto industry in recent years has been the decline in innovation. This problem stems from two main sources: first, the tightening of crypto policies by the previous US administration, which should be resolved with the passage of the Crypto Structure Act; and second, Binance's requirement for projects to lock up crypto VCs for 1+3 years. While Binance's initial intention was good—to cultivate a long-term investment mindset—the current consequence is that project teams, market makers, and exchange Liquidity exit first, while VCs are left with nothing during the long unlocking process. VCs already bear the greatest risk in the primary market, yet they also bear the risk of being the last to exit, clearly contrary to traditional investment markets. The result is the collective demise of crypto VCs, making it difficult for high-quality entrepreneurs to raise funds, and reducing industry innovation. @cz_binance suggests to CZ that a better exit mechanism be provided for crypto VCs to revitalize VC capital, which would benefit industry innovation and facilitate the listing of high-quality assets on exchanges.
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JackYi
03-10
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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.
ETH
0.25%
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