While Bitcoin and gold ETFs are experiencing capital outflows, the AI and storage sectors are seeing intensive upward target price adjustments by investment banks. Capital is accelerating its rotation, moving from cryptocurrencies to gold, and then to AI infrastructure and semiconductors. This is not just simple sector rotation, but a structural diversion under a macro narrative shift — as concerns about inflation subside and geopolitical risks ease, devaluation trades fall out of favor, and capital begins to seek new growth stories. The crypto market is facing not short-term selling pressure, but a structural challenge of continuous draining of the capital pool.