#比特币现货ETF资金流入 Funds are rotating; this is a signal. After BTC stabilizes above 93,000, the market is shifting from Meme coins to assets with fundamentals. The AI concept coins have seen the biggest gains this wave—Render Network up 20% in 24 hours, Virtuals Protocol also gained 6%.

The key is the continuous inflow into Bitcoin ETFs, which has already exceeded $1 billion in the first two trading days. As long as this capital pool doesn't dry up, the rebound momentum can be maintained.

If you're looking to bottom fish, now is a good observation period. Functional sectors like DeFi and the Metaverse are all rising over 4%, indicating a recovery in risk appetite. However, geopolitical tensions and non-farm payroll data remain variables, so it’s advisable to start with light positions and test the waters, then add more after confirming a breakout.