Yili Hua said that market views are highly divided and believes that the AI bubble risk is overestimated
BIBIBI
AT A GLANCE
Yili Hua believes that market views are highly divided,AI demand is real, and a short-term adjustment does not mean that a major bubble has formed.
Article
Yili Hua: There is currently significant divergence in market views,AI the bubble is not as large as imagined
BlockBeats reported that,November 2，Liquid Capital founder Yili Hua wrote that the broader market withstood this black swan event in the short term. The current expectation for the midterm elections is that the Republican Party will lose both chambers; winning either one would be considered positive, while the peak in U.S. Treasury yields has already passed, so market views at the current level are highly divided. Many people are discussing the AI bubble, but the AI demand is real, and this is completely different from the Internet bubble of that time. A short-term adjustment period after overheating is entirely normal and is nowhere near the scale of a major bubble.
Original link https://m.theblockbeats.info/flash/375091
Key points
01
BlockBeats reported that Liquid Capital founder Yili Hua posted on November 2 to express his market views.
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Yili Hua said that the broader market withstood this “black swan” event in the short term.
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Yili Hua said that the current expectation for the midterm elections is that the Republican Party will lose both chambers, and winning either one would be considered positive.
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Yili Hua judged that the peak in U.S. Treasury yields has passed and said that market views at the current level are highly divided.
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Yili Hua believes that AI demand is real and differs from the Internet bubble of that time; a short-term adjustment after overheating is normal and has not yet reached the scale of a major bubble.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a market participant’s personal assessment of the broader market, U.S. midterm elections, U.S. Treasury yields, and the AI bubble. The core view is: market opinions are currently divided, but AI there is indeed demand, and even a short-term cooling-off period does not mean that a major bubble has already emerged.
Why it matters to readers
This type of view reflects market disagreement over AI valuations, interest rates, and election expectations, which may affect how investors interpret short-term adjustments in AI related assets.
Beginners should treat this as a personal view rather than a definitive conclusion and continue to observe the election results, U.S. Treasury yield trends, and AI demand data.
Risks and unknowns
The original text provides no data proving that the peak in U.S. Treasury yields has passed.
The original text provides no data verifying the scale of AI demand or the extent of the bubble.
The midterm election results and their market impact cannot yet be confirmed from the evidence.
The original text does not explain what the “black swan” specifically refers to.
The report is BlockBeats’ account of Yili Hua’s post; the evidence does not present the complete original post.
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AI bubble
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