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Crypto Macro

JackYi: Binance Black Swan, Democratic Wins Weigh on AI Stocks and Crypto

Liquid Capital founder JackYi (易理华) said the Binance black swan event combined with sweeping US Democratic victories is putting significant pressure on AI-linked US equities and crypto assets, requiring strategies to adapt to shifting external conditions. He warned against catching falling knives despite past successful market exits, flagged exchange asset safety, and noted Coinbase’s role as a US-regulated venue custodian of roughly 80% of US BTC and ETH ETF assets. He advised avoiding leverage even when bullish.

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