The NASDAQ is falling, chips are soaring, Bitcoin is left hanging above 64,000. Your money is being sucked away by AI.

Yesterday, the US stock market closed with a surreal scene of “ice and fire.”

Micron Technology surged 6.82%, breaking above $1,200 intraday to hit a new all-time high. Intel rose over 5%, AMD increased more than 2.7%, and the Philadelphia Semiconductor Index jumped 2.04% against the trend, reaching a new high.

On the other side? The Nasdaq plummeted 1.33%. Google tumbled 5%. The tech giants index dropped nearly 1,600 points.

In the same market, semiconductors are celebrating, while big tech is taking a hit.

And Bitcoin — left hanging above $64,000, neither up nor down, like a forgotten pawn.

The market is undergoing a brutal “structural shift.”

Money hasn't disappeared; it’s just moved somewhere else.

Micron’s stock surged nearly 7% before earnings, due to a strategic AI storage agreement with Anthropic. The demand signals for AI chips were validated first, and funds flooded into the semiconductor sector. Meanwhile, overvalued big tech stocks were abandoned, dragging the Nasdaq down.

And what about Bitcoin? It’s not in any camp.

It’s neither an AI beneficiary stock nor a safe-haven asset. In this “selling big tech, buying semiconductors” capital shift game, BTC doesn’t even make the list. Traders are prioritizing buying back strong US stocks, not your cold wallet.

“AI is sucking all the money from the world, and Bitcoin can only watch.”

This is not alarmist. Over the past six months, the total market cap of cryptocurrencies shrank by about $1.16 trillion. Since February 2026, major AI companies have raised approximately $140 billion. In the first quarter of 2026 alone, AI-related startups took about $242 billion from global venture capital, accounting for 80%.

Four hundred billion dollars flowed into AI infrastructure, while Bitcoin ETFs saw outflows of over $4 billion.

Your BTC isn’t being “shorted” — it’s being completely ignored.

And even more brutal cuts are on the way.

CME data shows that the probability of a rate hike in September has risen to 52.2%, with a 21.4% chance of a 50 basis point increase. The chance of holding rates steady in July is 63.7%.

Fed Chair Powell’s debut speech shows that nine officials expect rate hikes this year, according to the dot plot. The 2026 PCE inflation forecast was sharply raised from 2.7% to 3.6%, with core PCE rising to 3.3%.

The expectation of rate hikes has suppressed BTC’s valuation ceiling. The AI boom has drained incremental funds from BTC.

Macro headwinds + micro capital diversion leave Bitcoin caught in the middle, unable to move.

But the real showdown has not yet begun.

This Thursday/Friday, the core PCE data for May will be released. Market expectations are for core PCE to rise to 3.4%.

This will be the final weight behind the Fed’s September rate hike.

Two scenarios, you choose:

Scenario 1: High PCE (bearish)

BTC may follow the Nasdaq downward. But note — the halving narrative + long-term ETF inflows are still in play. The decline might be smaller than tech stocks. There’s a whale bottom near $60k, ready to catch falls.

Scenario 2: Low PCE (bullish)

Bitcoin’s resilience will be very strong. Hike expectations suddenly cool down → dollar index falls → risk assets rebound across the board. The bulls suppressed for a month will spring back like a spring.

The 4-hour candle after PCE release this Friday will determine whether BTC returns to the $70k track or continues struggling in the $65k swamp.

And right now, the fear and greed index is only 23, indicating the market is in “extreme fear.”

“Others are fearful, I am greedy — but only if you have money to be greedy with.”

The question is, is your money still in Bitcoin, or has it already been sucked away by AI? #我的Gate交易时刻 #Gate直通韩股股票 #预测世界杯法国VS伊拉克 $BTC $ETH $SOL