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Liquid Capital\u2019s Li Hua Yi says there\u2019s \u201cno reason to take profits\u201d after the Strait of Hormuz reopens, citing S&P highs, MicroStrategy\u2019s BTC buys and altcoin rotation.<\/p>\n
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Liquid Capital founder Yi Lihua has urged investors not to rush for the exits after the rebound sparked by the reopening of the Strait of Hormuz, saying on X that \u201cwith the opening of the Strait of Hormuz, the war has officially ended\u201d and that \u201cpeace is the only best choice.\u201d In the same post, shared to his account @Jackyi_ld, Yi wrote that he \u201cremain[s] optimistic about this rebound\u201d and sees \u201ccurrently no reason to take profits\u201d as risk assets continue to grind higher.<\/a><\/p>\n The comment comes after weeks of anxiety over a partial closure of the vital oil chokepoint, which carries roughly 20 million barrels per day and had briefly seen traffic fall more than 95% amid missile strikes and insurance freezes. A ceasefire deal and U.S. President Donald Trump\u2019s expletive\u2011laden threats against Iran\u2019s infrastructure if the strait remained blocked have since pushed shipping lanes toward normalisation, even if volumes have yet to return to pre\u2011war levels.<\/p>\n Yi argues that backdrop favors a continued squeeze higher in equities and crypto. He cited the S&P 500 setting new highs, MicroStrategy \u201ccontinuing to buy\u201d Bitcoin and \u201cHawthorn Coin taking turns to perform\u201d as examples of risk appetite rotating across assets rather than fading. MicroStrategy\u2019s latest disclosures back that narrative: the firm bought 1,287 Bitcoin between late December and early January for about $116.3 million, bringing its total holdings to 673,783 BTC at a cost of roughly $50.55 billion and an unrealized gain near $12.4 billion at recent prices.<\/p>\n Yi\u2019s \u201cno reason to take profits\u201d line captures a growing belief that the Hormuz scare has reset positioning without derailing the cycle. Strategists note that oil\u2019s initial spike toward supply\u2011shock levels has since eased as tankers slowly resume transit and traders price a low probability of renewed full\u2011scale conflict. Even the Wall Street Journal, in a recent look at post\u2011ceasefire traffic through the strait, stressed that while insurers and shipowners remain cautious, the worst\u2011case scenario appears to have been averted for now.<\/p>\n <\/p>\n Still, the rebound rests on fragile assumptions. Energy analysts warn that flows through Hormuz remain \u201cseverely but likely temporarily disrupted\u201d and that any renewed blockade could again unleash a 20 million\u2011barrel\u2011per\u2011day supply shock, the largest in history. In turn, that would quickly test risk markets where indices sit at records and key Bitcoin proxies like MicroStrategy already embed expectations of a smooth macro glide path.<\/p>\n For traders, Yi\u2019s stance amounts to a high\u2011conviction call that the ceasefire will hold, Trump\u2019s threats will deter further escalation, and the current melt\u2011up in equities, Bitcoin proxies and smaller \u201cHawthorn\u2011style\u201d coins has more room to run. Whether that proves prescient or complacent will depend less on charts and more on tankers moving safely through a narrow strip of water off Iran\u2019s coast.<\/p>\n <\/p><\/div>\n","protected":false},"excerpt":{"rendered":" Liquid Capital\u2019s Li Hua Yi says there\u2019s \u201cno reason to take profits\u201d after the Strait of Hormuz reopens, citing S&P highs, MicroStrategy\u2019s BTC buys and altcoin rotation. Summary Liquid Capital…<\/p>\n","protected":false},"author":1,"featured_media":17154,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-26216","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cryptocurrency"],"_links":{"self":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/26216","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/comments?post=26216"}],"version-history":[{"count":1,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/26216\/revisions"}],"predecessor-version":[{"id":26217,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/posts\/26216\/revisions\/26217"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/media\/17154"}],"wp:attachment":[{"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/media?parent=26216"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/categories?post=26216"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bitunikey.com\/news\/wp-json\/wp\/v2\/tags?post=26216"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Rebound optimism meets fragile macro<\/h1>\n