Liquid Capital founder Yihua Yi: Long-term bullish but must respect market cycles; currently focusing on AI transformation

Gate News message: On April 10, Yi Lihua, founder of Liquid Capital (formerly LD Capital), said in a yesterday AMA on a certain platform that market pressure is related to the combined effect of multiple factors, including the failure of expectations for Federal Reserve rate cuts to materialize, conflicts related to the Middle East situation, the crypto reform bill being delayed and not yet passed, and the related expectations previously discussed by the market—such as “a BTC national strategy”—falling short. In addition, considering four-year cycle factors, he believes the pullback in this round could be larger than originally planned. But at the same time, he emphasized that from a long-term perspective, his view on ETH remains unchanged; it’s more that short-term volatility is amplified by the external financial environment and the cycle. Having entered the industry at the end of 2015, he has gone through two or three bull-and-bear cycles. From a long-cycle perspective, “long-term bullish” is more favorable, but one can’t be overly optimistic; it’s necessary to respect the market’s cyclical nature and its “huge volatility.” He also said that progress in AI has left a major impression on him. Over the past two or three months, he has focused his main effort on learning AI-related content and pushing the companies and businesses he previously invested in to accelerate their transition to AI. He believes that in the future, people (whether individuals or teams) who don’t understand or can’t use AI may be quickly eliminated in competition. He also shared that one of the businesses he invested in, which originally provided traditional software services, saw a clearly different commercial outlook after shifting toward AI; the team even joked that the new project “might be enough for him to retire,” reflecting the impact of AI on business growth expectations and the industry landscape from the side.