Yilihua said in a post on X that renewed rate-hike expectations have split the market on where prices may go next. He outlined two possible paths: if rate hikes do happen, the market could break below $76,000 in the short term, keep sliding, then stabilize at lower levels before moving higher again; if hikes do not materialize, the uptrend may continue.
He added that spot exposure without leverage remains the preferred approach under either scenario. Speaking at a business school event in Shenzhen, Yilihua also pointed to what he sees as three opportunity areas over the next three years. The first is spot exposure and swing trading in major cryptocurrencies such as BTC and ETH, which he said could offer around 4x upside, or as much as 10x for those who trade cycles well. The second is trading infrastructure, which he said still holds 100x potential because trading remains blockchain’s core demand. The third is what he described as CZ-defined IPOs, referring to stocks and IPOs moving on-chain, a trend he said could bring higher-quality breakout assets and move the market away from the era of white-paper tokens.
Yilihua said in a post on X that the reemergence of rate-hike expectations over the past two days has left the market divided on direction.
He said there are two broad scenarios after the bearish development appeared. In the first, if rate hikes are actually delivered, the market could break below $76,000 in the short term, move lower, spend time consolidating at lower levels, and then resume climbing. In the second, if no rate hike comes, prices may keep moving higher.
On positioning, Yilihua said spot exposure without leverage is the best approach regardless of which scenario plays out.
Three areas Yilihua highlighted for the next three years
Yilihua also said that during an exchange at a business school in Shenzhen earlier in the day, he discussed several opportunity areas for the next three years.
- For major cryptocurrencies, he pointed to spot BTC and ETH, saying they may offer around 4x upside. For traders able to capture swings more actively, he said the target could be 10x.
- For trading infrastructure, he said trading infra still offers 100x potential, adding that trading is the core demand of blockchain.
- For tokenized assets, he referred to what he called CZ-defined IPOs, meaning stocks and IPOs going on-chain. He said this segment could bring genuinely high-quality breakout assets and mark a departure from the old era of white-paper tokens.
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