A post by @OdailyChina on X.

Liquid Capital founder Jackyi_ld said he exited Bitcoin at $86,000 and has been waiting to buy back in, but the Democratic Party's election win and Nvidia CEO Jensen Huang's remarks have upended his thesis on the AI trade. In a discussion with Justin Sun, he argued that the AI supply chain may now face a round of deleveraging and bubble deflation, a view that extends to his bearish stance on the Nasdaq and Bitcoin. The exchange matters because it ties crypto's recent rally to the same AI-driven risk appetite powering equities, suggesting a shared unwind if the trade sours. Watch whether Bitcoin holds its post-election gains and whether AI-linked names keep leading, as a break in either would test the pair's call.