Banmuxia's call: It is currently the best time to buy risk assets in the past one to two months

Chinese crypto analyst Banmuxia stated in a post last night, "Concerns about the AI bubble have persisted for some time and are nearing full pricing. Worries about Japan's interest rate hikes have led to a recent stagnation in the market, which is also close to full pricing. The Federal Reserve has begun expanding its balance sheet, improving liquidity. The not-so-bad non-farm payrolls have widened the space for rate cuts without leading to a trading recession.

Now, it is very likely that this is the best time to buy risk assets (Bitcoin, S&P, CSI 300) in the medium term (the next 1-2 months). In the next year or two, concerns about the AI bubble may periodically arise, each time causing partial market pullbacks, and every pullback is an opportunity, until the market crazily believes this time is different!"