LD Capital · 350

Yi Lihua: Bitcoin has ended the bear market trend and will continue to be bullish for the next two weeks

Comparing news, Liquid Capital (former LD Capital) founder Yi Lihua wrote that after judging that the rebound ended in May, it has focused on one thing in the past two months, that is, July to August may be the last chance for BTC to bottom out in this round. With Bitcoin's daily level breaking through the 120-day EMA and 200-day EMA while the weekly level breaches the 20-week EMA, the BTC bear trend has officially come to an end. He said that the market is still bullish for the next two weeks, but there may still be a correction after rising to a certain position. The subsequent pullback will not exceed 50% of the increase. If investors use leverage, it is recommended to reduce multiple positions and refer to the weekly trend and correction margin during the 2023 upward cycle. Bitcoin fell from a high of $125,000 to $57,000 in the current round, with the biggest drop of about 56%. It believes that this decline has formed a cyclical low, and it will be difficult for subsequent markets to see the BTC price starting at $50,000 again.

1d ago

Since Elliwa called for AGPU, the company's stock price has risen by more than 50%

Comparatively, since Liquid Capital (former LD Capital) founder E-Lihua was first optimistic about Axe Compute (NASDAQ: AGPU) on July 27, the company's stock price has risen by more than 50%, and its market capitalization has risen to $123 million. At first, E-Lihua thought that the most definitive alpha opportunity on the computing power circuit was often hidden in extreme valuation differences! The US stock AGPU recently won more than 1.6 billion US dollars in contracts. The forward ARR reached 384 million, but the market capitalization was less than 100 million, and the P/ARR is only 0.2 times! Compared to CRWV (market capitalization of 50 billion dollars), which is heavily asset-heavy and heavily in losses, AGPU's asset-light Access+ exclusive Build hybrid model is simply a dimensional reduction blow. Afterwards, another article was published today stating that the company was seriously undervalued, and the Q2 earnings report released four major benefits.

4d ago

Yi Lihua once again mentioned the US stock AGPU: the company was seriously undervalued, and the Q2 earnings report released four major benefits

In comparison, Liquid Capital (former LD Capital) founder Yi Lihua wrote that AGPU released four key signals in the Q2 earnings report: first, the advance payment ratio for each contract is 20% to 40%, and it has received advance payments of US$317 million in August, reflecting customer reputation and delivery capacity; second, the contract profitability is strong, and the EBITDA margin is expected to be 62% to 76%, higher than CRWV's 59% and NBIS's 50%; third, the company's positive calculation The transformation of power center holders will cooperate with DUOS to build a data center and hold 49% interest. In the future, they will not only provide computing power, but will also directly own computer rooms and power assets, which is expected to increase long-term costs and bargaining power. Fourth, short-term financing mainly relies on customer advance payments and debt issuance, which basically covers construction capital, reducing dependence on stock financing and shareholder dilution pressure. Yi Lihua believes that although AGPU's stock price has clearly risen compared to when the research report was released, compared to the expected 10 billion dollar order contract, the current stock price is still seriously undervalued. The main reason is that there is a certain time mismatch between order signing, computing power delivery, and financial report confirmation. Earlier, on July 27, E-Lihua published an article analyzing the computing power company AGPU, saying that it is about to announce a new contract of 1.5 billion US dollars. Since then, the total contract has exceeded 3 billion US dollars, and it is expected that the total contract will complete 10 billion US dollars this year. The point is that AGPU's funding method is not ATM equity, which ensures investors' interests. And these contracts will soon be reflected in the next financial report.

4d ago

Yi Lihua: Bitcoin's pressure level is around $67,500, and they insist on gradually bottoming out in July and August

Comparing news, Liquid Capital (former LD Capital) founder Yi Lihua said that the BTC pressure level is still around 67,500, and only a strong breakthrough can start a continuous rebound. In any case, adhering to the previous view, gradually bottoming out in July and August and then waiting for a new round of the bull market cycle, analyzing the market in the volatile range, and analyzing the bottom price in the bottom range, there is not much point in analyzing the bottom price. On AI's US stock market, AGPU, the computing power company, announced a new contract of 1.5 billion US dollars in the evening. Since then, the total contract has exceeded 3 billion US dollars, and it is expected that the total contract will complete 10 billion US dollars this year. The point is that AGPU's funding method is not ATM equity, which ensures investors' interests. And these contracts will soon be reflected in the next financial report.

26d ago

The 2026 H1 Crypto VC Report Unveiled What Cruel Signals

Source: Tiger Research Authors: Henry Kim, Ryan Yoon Compiled and edited by: BitPushNews Crypto market capital is undergoing a paradigm shift — funding is being concentrated at an accelerated pace on specific tracks and leading companies. Tiger Research and RootData jointly analyzed a total of 9,416 investment transaction data from 2018 to the first half of 2026 to outline the changing trajectory of this capital pattern. The core finding was that in the first half of 2026, capital inflows to the crypto market reached $13.3 billion, almost the same as the full year of 2024's $13.2 billion. However, funding rounds plummeted to just 435, a sharp drop of 78% from the 2022 peak of 1,978. The market is rapidly dividing: on one end there are a few large crypto-native venture capital firms that focus on leading investors, and on the other end are subsidiary investment departments that rely on exchange liquidity. Mid-sized funds, which are sandwiched in the middle and lack a clear competitive advantage, are being pushed out of the table at a speed visible to the naked eye. Game circuit funding rounds plummeted from 141 in 2024 to just 5 in the first half of 2026, a drop of 96%. The payments and stablecoin circuit, as well as capital inflows to the centralized exchange (CEX) circuit, are almost all driven by mergers and acquisitions. Traditional financial institutions participated in 54.5% of all investment transactions recorded in the first half of 2026. 1. 2021 Market Review: Using speed and diversification as a strategy The core strategy of the 2021 crypto investment market is to pursue speed and diversification of portfolios. In that year, investors executed a total of 1,750 transactions (including seed rounds), and competition for speed was so intense that AU21 Capital alone was able to close more than 13 transactions per month on average. Investment decisions at the time were reduced to extremely simple standards, such as token generation event (TGE) timelines and tokenomics (tokenomics, a structure that governs how project tokens are issued and distributed). Since issuing tokens alone can generate returns without any actual product development, venture investors largely pursue a “spray and pray” (spray and pray) strategy, spreading funds across hundreds of projects, regardless of their high or low valuations. Speed of execution was placed above strict due diligence. A new round of financing can close almost instantly, and venture capital firms that miss one round tend to chase the next project with a higher valuation. This fear of misunderstanding (FOMO) continues to circulate throughout the industry. Most VCs running this strategy failed to survive the subsequent bear market, and those that survived fundamentally changed their investment methods. 2. Which VCs have survived: The industry landscape has changed 2.1. Lead investment: The first indicator we need to examine in the past and present is “lead investment” (Lead Investment), which is the funding round that major venture capital companies have historically dominated. Some venture capital firms are still active in leading investment deals, while others have completely disappeared or only recently emerged. Since leading a round of financing has always required the reputation and capital scale only large venture capitalists have, companies that have led major rounds in the past have shown strong resilience, and most of them are still in the top ten today. 2.2. The differentiation of surviving venture capital, judging from the latest data from 2024 to 2026, crypto-native venture capital firms and established large institutions are concentrating their resources on leading investment transactions and participating more deeply in a single transaction. They changed their business model: reducing the overall number of transactions while raising the due diligence threshold, and actively seeking board seats and more influence over project governance. However, the cumulative number of regular round participation (round participation) outside of leading investment transactions showed a very different picture. Among the top 15 venture capital firms that participated from 2024 to the first half of 2026, venture capital institutions under the exchange account for a large share. Exchanges are far more willing to participate in financing rounds than lead investors. Among them, Coinbase Ventures ranked first with 140 transactions, OKX Ventures ranked second with 94, and yZi Labs ranked third with 92. Note: yZi Labs...

39d agoWendy#CEX #DEX #VC #invests #depths #financing

Yi Lihua: Bitcoin's strong breakthrough of 68,000 will confirm the reversal. If it fails to break through, it will seek the bottom again

Comparing news, Liquid Capital (former LD Capital) founder Yi Lihua said that (Bitcoin) is currently still on a downward trend at the weekly level. Only a strong break through 68,000 will have a good reversal. If it fails, it will fall back to the bottom again, hoping that the bad situation of falling below 40,0007 will not happen. In any case, in the next few months, I will do my best to get the bottom of it. When others are afraid, we must be greedy. In addition to mainstream coins, we are also looking for a new round of 100 times the bull market. In the last round, Render, our bottom investment, had a maximum increase of nearly 180 times. Although most coins are trash, there are very few that definitely have big opportunities. First, they are driven by the market and fall by more than 95%. The second is that the founder's combat power is online. The direction is in line with the trend and immediate needs, such as AI. It is best to make a profit if there is no financial problem. I can recommend such a project.

46d ago

Yi Lihua: US stocks pulled back as scheduled, and the rate of decline in this round far exceeded expectations

Comparing news, Liquid Capital (former LD Capital) founder Yi Lihua said that as expected, US stocks have begun to pull back, and expectations of interest rate cuts have changed. Trading is always the hardest thing. If you make a mistake ten times, problems will occur, and you will always be careful and control risks. The rate of decline after this round of rebound far exceeded expectations. However, it is also accompanied by greater opportunities. In the past, bear markets were only opportunities to make money; bull markets were all money-loss operations.

78d ago

Yi Lihua: The effect of AI siphoning on capital has been revealed, and the crypto market has bottomed out and shaken

Comparing news, Liquid Capital (former LD Capital) founder Yi Lihua said that Bitcoin's decline was smoother than expected. The biggest downside was the diversion of capital in the stock market. Faced with AI supported by unlimited imagination and fundamentals, narrative encryption went from “Britney” to “Mrs. Bull.” The next few months will be a time when crypto bottoms out and the market fluctuates until complete chip delivery and most people enter the market. This time will focus on learning/investing in AI and gradually breaking down crypto strategies. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

81d agoburnking

Yi Lihua: The market is about to gradually close positions. There is no AI bubble in the long run

Comparing news, Yi Lihua, founder of Liquid Capital (former LD Capital), wrote that as expected, there was no reason for the US and Iran to fight again after the war ended, and the market rebounded above 80,000 US dollars as scheduled, and they would gradually adopt a strategy of closing positions. According to expectations, 60,000 may not be the bottom of this round, but US stocks and even A-shares continue to hit new highs under the leadership of AI. Hynix and Samsung have profits of over trillion dollars. In the future, everyone will consume tokens every day, just as important as eating and drinking water. There is no AI bubble in the long run. In the short term, I'm not sure if there are black swans, and Buffett has seen something because of his crazy cash savings. If there is a chance of bottoming out of $50,000, then there will be a quadruple chance in the next round of the crypto bull market. As for AI, where opportunities are everywhere, some coin industry miners have transformed AI computing power, coin industry entrepreneurs have transformed AI founders, and even trading platforms have started AI trading, and investors should also properly allocate AI shares and stocks.

105d ago

Yi Lihua: The number one principle right now is to stop profit and stop loss. It is very important to maintain capital in a bear market

Comparing news, Liquid Capital (former LD Capital) founder Yi Lihua said that it is important to keep the principal in a bear market. There are frequent cases of on-chain theft, causing loss of principal in order to pursue a few points of profit. Just like most investment mistakes I've made, any investment is risky, even if the money is in trading platforms or financial mining. The number one rule right now is to have take-profit and stop-loss, and always consider how to respond when the worst happens. Otherwise, the most unfortunate thing is that the bull market is here, capital is gone, investment must be optimistic, and risk control must be strict.

125d ago