律动BlockBeats|12月 18, 2025 01:13
[Banmuxia's Call: Now is the Best Time in the Past One or Two Months to Buy Risk Assets]
BlockBeats News, December 18, Chinese crypto analyst Banmuxia wrote, 'Concerns about the AI bubble have persisted for some time and are nearing full pricing in. Concerns about Japan's interest rate hikes have caused recent market stagnation and are also nearing full pricing in. The Federal Reserve has already started expanding its balance sheet, improving liquidity. The nonfarm payrolls report was not great but not terrible either, which has expanded the room for rate cuts without necessarily leading to a recession in trading.
Right now, it is very likely the best time in the mid-term (the next 1-2 months) to buy risk assets (Bitcoin, S&P, CSI 300). Over the next one to two years, concerns about the AI bubble may cyclically arise, causing partial market pullbacks each time. Each pullback will be an opportunity until the market goes crazy and believes 'this time is different!'
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