Capital rotation begins: fleeing from Meme coins to AI tokens frenzy, Bitcoin ETF continues to attract funds

2026-01-06 12:26:12

【BlockBeats】Recently, an interesting phenomenon has emerged in the market. Bitcoin remains stable above $93,000, but the flow of funds is quietly changing — funds are withdrawing from the previously hot Meme coins and gradually flowing into tokens with real application scenarios. Among them, AI concept tokens have performed particularly strongly this wave.

The data is clear: in the past day, the DeFi index, Metaverse index, and non-Bitcoin composite index all rose by over 4%. In contrast, the Meme coin index has basically stagnated or even slightly declined. What does this indicate? The market is beginning to return to rationality, with everyone looking for assets with solid fundamentals.

Looking at specific stocks: the decentralized GPU computing platform Render Network surged 20%, becoming the most outstanding performer among the top hundred by market cap. Mid-sized AI tokens like Virtuals Protocol also benefited, with gains exceeding 6%. Sui jumped 15%, XRP also surged 10%, hitting a nearly two-month high. Meanwhile, Solana is still oscillating with no significant movement.

This wave of market activity aligns with the rhythm of the US stock market — tech stocks and AI concepts are also quite hot over there. However, geopolitical uncertainties and upcoming US non-farm payroll data could disrupt this trend. As for the future direction, many analysts agree that it still depends on whether the funds for Bitcoin ETFs continue to flow in. The good news is that during the first two trading days of 2026, Bitcoin ETFs have already attracted over $1 billion.

MEME-8.01%

BTC-2.44%

DEFI-2.82%

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OnchainDetectiveBing

· 01-08 03:01

Another wave of rotation, the meme coin retail investors finally came out haha AI really attracts money, Render increased by 20% but I still didn't get on board Fundamentals still matter, the era of just hype is over

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BuyHighSellLow

· 01-07 11:38

Really? Meme coins are bleeding again, I saw it coming a long time ago. AI this wave does have some potential; I didn't expect Render to rise 20%, that's the real deal with fundamentals. However, I still haven't bought into Render, blame me for reacting slowly.

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rugpull_survivor

· 01-06 12:56

Meme coins have been harvested again, tired of this script... How far can the AI concept go this time? Honestly, I have some doubts. Render up 20%? Why didn't I get in, nm Capital rotation is just harvesting the leek and switching to another project. Fundamental support? In the crypto world, it's just a joke. Bitcoin is still stable; having it gives peace of mind.

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CoffeeNFTrader

· 01-06 12:52

Here we go again with the same rhetoric... Did the money escaping from meme coins really go into AI, or is it just moving somewhere else to be cut again? --- Render's recent surge is outrageous, but I still don't buy the fundamentals; the market is just a rotation game. --- It's obvious now that meme coins are just a game of hot potato; now it's AI taking the baton. --- Talking about fundamentals all day long, but when AI cools off someday, we'll have to find the next concept—just a cycle. --- Real application scenarios? Wake up, Web3 has no real applications; it's all hype and link hype. --- BTC at 93,000 remains steady as a rock, but that 20% rise in AI coins is a clear signal of dumping. --- I haven't heard of Virtuals Protocol, but can this mid-sized AI coin be trusted? --- Wait, funds escaping from meme coins should flow into stablecoins or BTC, so why are they all rushing into AI again... This logic doesn't add up. --- Another new rotation cycle begins, and this time the victims are those new retail investors chasing high AI prices.

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LightningLady

· 01-06 12:47

Haha, finally someone is starting to buy the dip on truly useful stuff. After a round of Meme coin trading, it's time to wake up. --- Render is really outstanding; GPU computing is the future productivity, much better than just trading images. --- Capital rotation is correct, but don’t be fooled by the media. These AI tokens also need to look at fundamentals. --- I can't understand the market for Bitcoin at $93,000, but the AI sector is definitely the right direction. --- Wait, DeFi is also surging so strongly? Why didn't I catch up and got trapped in Meme again? --- Virtuals only increased by 6%? Feels slow; this AI rally has just begun. --- Talking about returning to rationality is actually a joke; funds are just switching tracks to cut leeks. --- I’m optimistic about GPU computing, but I need to research Render Network more. Don’t rush in as a bag holder.

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ZkProofPudding

· 01-06 12:47

Here comes the AI narrative to cut the leeks again. Are Meme coins really dead? I don't think so. Render up 20%? Come on, who’s the next bag-holder? I believe in capital rotation, but honestly, this wave is just a different story being told. DeFi, Metaverse, AI... routines one after another. I just want to know who will be the last. Fundamentals? Uh... the fundamentals of AI tokens are really solid, huh.

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SerumSquirrel

· 01-06 12:44

Meme coins are doomed, it's been obvious for a while. This wave of capital rotation is really fierce. AI tokens are exploding, Render up 20% is outrageous. This is the real deal with substance. Here comes another round of pump and dump, this time with AI skins. Fundamental support? Laughing. It's just follow-the-trend hype. 9.3 million BTC holding firm? I believe it will continue to rise in the future. DeFi's recent surge is really good, finally some rationality. The era of Meme coins is over. Looks like I need to reconfigure my portfolio. AI is the future. You must get on board; if you're late, there will be no space left.

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MetaMasked

· 01-06 12:37

It's starting to rotate again, are Meme coins finished? It really feels like funds are starting to flow into AI. A 20% increase in Render is no joke.

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GasFeeCryBaby

· 01-06 12:32

It's starting to rotate again, Meme coins should run now AI tokens are really top-notch, Render's 20% is amazing Fundamentals are the key, finally someone has woken up Funds are very smart, just see who reacts faster BTC steady at 93,000, AI taking off, comfortable The Meme coin bubble should burst, I've been tired of it for a long time The GPU concept is rising this wave, gotta keep up

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