Liquid Capital Founder Sees Market Divergence and a Smaller AI Bubble

Liquid Capital founder Yi Lihua said markets had absorbed a recent “black swan” shock and that investors were divided on the outlook, according to a Nov. 2 BlockBeats report summarizing a post.

Election and rate views

Yi said the baseline expectation was that Republicans would lose both chambers in the midterm elections, while winning one chamber would be a positive. He also said U.S. Treasury yields had passed their peak.

On artificial intelligence, Yi argued that demand was real and unlike the earlier internet bubble. He described a short-term correction after overheating as normal and said conditions were far from a major bubble.

These are Yi’s market opinions. The report did not provide a portfolio position, an independent rate analysis or a quantitative measure of AI demand.

Source: BlockBeats English report, published Nov. 2, 2026, at 15:50 UTC. Chinese source.