ChainThink message, December 18: Last night, Chinese crypto analyst Banmuxia posted on social media stating, "The concern over the AI bubble has persisted for some time and is nearing full pricing in. The worry about Japan's rate hike has caused recent market stagnation and is also approaching full pricing. The Fed has already begun balance sheet expansion, improving liquidity. A not-so-bad but not terrible non-farm payroll report has widened the scope for rate cuts without triggering a trading downturn."

Now, it may be the optimal window to accumulate risk assets (Bitcoin, S&P 500, CSI 300) over the medium term (next 1–2 months). Over the next one to two years, periodic concerns about the AI bubble will likely resurface, each causing partial market pullbacks—each pullback presenting an opportunity—until the market becomes delusional enough to believe this time is different!"