ChainCatcher reports that Chinese crypto analyst Banmu Xia posted an article last night stating, "Concerns about an AI bubble have persisted for some time and are nearing full pricing. Concerns about a Japanese interest rate hike have also caused recent market stagnation and are nearing full pricing. The Federal Reserve has begun expanding its balance sheet, improving liquidity. The non-farm payrolls, while not bad, haven't been disastrous, allowing for more room for rate cuts without causing a trading recession."
Now is likely the best time to buy risky assets (BTC, S&P 500, CSI 300) in the medium term (next 1-2 months). There may be cyclical AI bubble concerns in the next year or two, each causing a partial market pullback. Each pullback presents an opportunity, until the market becomes so convinced this time is different!
