In a post reported by BlockBeats on November 12, 2026, Liquid Capital founder Yi Lihua described a reversal in his market view and positioning. After seeing Democrats perform strongly, he had expected a sharp decline in US stocks and held off buying the dip. The market instead rebounded quickly, and he entered a BTC position after the move, at around $77,000. Once BTC held above $80,300, he judged the pullback over and the uptrend resumed.
US stocks subsequently fell sharply, as he had initially expected, and BTC also dropped. Yi said he had taken profit on long positions, while his spot holdings remained underwater. JackYi said rapid rises and declines are difficult to predict accurately, making position sizing and risk management important.
For his next assessment, he said he would watch US stocks and oil prices. He cited uncertainty around Democrats’ stance toward AI and crypto, matters involving Huang Renxun, and questions about Trump’s funds. His overall trend view remained bullish, but he planned to wait for clearer macro conditions before looking for another opportunity to buy a dip. These are his reported views, not independent market readings.
Original BlockBeats report, published November 12, 2026, at 13:33 (UTC+08:00).