#ETH走势分析 Why have tech stocks suddenly lost their appeal? This recent correction has left a lot of people confused, but honestly, it might just be the prelude to a major shift in capital.

Take a look at the current situation: those AI concept stocks that were once hyped to the moon have dropped more than 30% from their highs. The chip industry isn't doing great either, with one inventory warning after another. And those big internet companies? Their user growth curves have basically flattened. This isn't just a simple technical pullback—it feels more like the entire game is changing.

**Where is the money going?**

Before a bubble pops, smart money is already looking for new opportunities. The real question now is: can your portfolio handle it?

If you're still holding a bunch of tokens propped up only by a good story, or projects with half-dead communities, it's time to cut your losses. The next two weeks are critical—you might want to consider moving 30% of your position into leading protocols in the RWA sector, 20% into decentralized infrastructure, and keep the rest in stablecoins to watch the market. Don’t rush to go all in; when the market overshoots, that’s when the real opportunities come.

**Keep an eye on these indicators:**
- US tech company earnings, especially capital expenditures on cloud services
- Weekly Bitcoin ETF fund flows
- On-chain whale activity and changes in stablecoin balances on exchanges

**History keeps repeating itself**

In 2000, the internet bubble burst and money flowed into real estate and gold. After the 2008 financial crisis, Bitcoin was born. Now that tech stocks are reversing, will the crypto market become the next capital pool?

What’s different this time: ETFs have already bridged traditional capital with the crypto world. When money starts pulling out of traditional markets, this could be the easiest place to catch it.

Rebalancing isn’t so much about chasing opportunities as it is about avoiding risks. By the time everyone catches on, the best spots are already gone. Every time the tech cycle shifts, the wealth map gets redrawn. Which side will you be on this time?

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