المنشور

$BTC BREAKS $79K — BUT CAPITAL ISN’T DISAPPEARING $BTC loses $79K, $ETH follows lower, and ETFs show outflows. Crypto is being repriced as rate expectations turn less favorable. But memory-chip stocks tell a different story. $MU, $SNDK, and AI infrastructure remain supported by structural HBM/NAND demand. The divergence matters: Crypto is sold on valuation. AI is bought for real demand. If this gap persists, the story may not be “risk-off” — but capital rotating toward tangible growth.