The market is falling, but money has quietly flowed into these two sectors!

The latest market structure is very interesting.
Currently, the market is clearly divided:
BTC: broke below 72k (-0.37%)
ETH: broke below 2,300 (-0.43%)
On the other side,
AI sector: +1.08%
MEME sector: +1.03%
Leading stocks are directly named:
AI track:
0G: +14.95%
WLD: +6.58%
MEME track:
BANANA: +11.08%
M: +4.45%
"Exchange Life": +42.6% (taking off directly)
What does this indicate?
In one sentence:
Mainstream is adjusting, and funds are looking for "more exciting places."
Other sector situations:
Layer1: slight increase (NEAR +2.82%)
CeFi: moderate increase (BNB +0.84%)
DeFi: basically sideways
Layer2: starting to weaken (OP -1.92%)
Funds haven't left the market; they are just "changing places to play."
Impact on the market:
Positive:
Market activity remains (not a dead water in a bear market)
Risk appetite for funds still exists
AI + MEME become short-term core hotspots
Risks:
Mainstream coins weaken → market foundation unstable
Funds concentrated in high-volatility sectors → prone to quick reversals
The more intense the MEME trend, the closer to emotional top
My core judgment:
The market is entering a phase:
Index weak, themes strong
In other words:
BTC sideways/correcting
Altcoins erupting locally
Summary in one sentence:
The market is not doing well, but the story is still there
Funds are not leaving; they are just switching sectors.