Yi Lihua: Macro uncertainty remains, trend view stays bullish, waiting for macro clarity before bottom-fishing again

Odaily reports that Yi Lihua, in a post reviewing recent market volatility, stated that he had earlier observed Democrats gaining an advantage in the midterm elections and judged that U.S. stocks could decline, so he temporarily chose not to bottom-fish. But the market then rebounded quickly, and he chased the rally on the right side near Bitcoin's $77,000 level, and after BTC stabilized at $80,300, judged that the pullback was over and the uptrend had restarted.

However, U.S. stocks subsequently fell as previously expected, dragging Bitcoin further down. He eventually exited long positions with take-profit, but spot positions remain at a floating loss.

Yi Lihua believes that rapid rallies and selloffs are difficult to predict accurately, and that there was no obvious problem with the operations themselves; the key lies in managing position sizing and risk. Currently, attention still needs to be paid to the performance of U.S. stocks and the crude oil market. He stated that if Democrats continue to push policy actions targeting the AI and crypto industries, including the Jensen Huang-related incident and Trump's financial interest issues, all of these will increase market uncertainty. However, his overall trend judgment still leans bullish, and he will continue to wait for the macro environment to become clear before seeking bottom-fishing opportunities again.