Renowned investor Dan Bin stated at the Gelonghui Summit that the AI era is unprecedentedly disruptive, with an industry cycle that could last over a decade. Technological progress is the core driver of long-term capital market growth. He advised investors to focus on the long term and avoid missing era-defining opportunities due to short-term bubble concerns, noting that US-China AI competition is a national strategic issue and silicon-based intelligence will reshape civilization and economic paradigms.
Dan Bin, a prominent Chinese investor and founder of Oriental Harbour Investment, delivered a speech at the Gelonghui Summit, emphasizing the unprecedented disruptive power of the artificial intelligence era. He suggested that the AI industry cycle could extend beyond ten years, and that technological progress remains the fundamental driver of long-term capital market growth.
Dan Bin urged investors to adopt a long-term perspective and grasp the primary trend, cautioning against missing out on epochal opportunities due to fears of short-term bubbles. He highlighted that the competition between China and the US in AI has risen to the level of national strategy, and silicon-based intelligence will fundamentally reshape civilization and economic paradigms.
For the crypto and blockchain industry, the convergence of AI and Web3 is creating novel investment narratives, including decentralized computing power, AI agent tokens, and other areas that warrant attention.
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