#比特币现货ETF资金流入 On-chain signals are very clear — funds are rotating. In the past 24 hours, DeFi, Metaverse, and the Composite Index have all increased by over 4%, while Meme coins are basically flat, indicating that market risk appetite is shifting from pure speculation to sectors with fundamentals.

The logic behind the data is worth noting: optimism in the US stock AI sector is spreading to the crypto market, with tokens like Render Network that have real application scenarios gaining capital favor, with a 24-hour increase of over 20%. This is not random price fluctuation but a conscious adjustment of incremental capital allocation.

However, the core driving force remains the Bitcoin ETF — net inflows over the past two trading days have exceeded $1 billion. This figure is significant because continuous capital inflow into Bitcoin usually drives the overall market’s risk appetite higher. As long as this inflow continues, there is support for a rebound momentum.

Variables to watch include geopolitical developments and non-farm payroll data releases, which could serve as sources of sentiment interference. In the short term, it is recommended to track the inflow trend of Bitcoin ETFs and the capital concentration of AI concept coins, as these two indicators can better assess the sustainability of the rebound.