If the AI trade starts cracking, Bitcoin may not stay insulated for long. A rotation out of crowded tech positions could tighten liquidity and push leveraged traders to cut exposure across equities and crypto.

80K is the level to watch. A Nasdaq-led selloff that pulls BTC below 80K would test whether spot buyers are still absorbing supply. Rising exchange inflows and weak ETF demand would increase the risk of a deeper move.

If Bitcoin holds or quickly reclaims 80K as equities stabilize, crypto may be showing resilience. The key signal is not an initial drop alongside stocks, but whether BTC can recover after the first wave of forced selling passes.