Bitcoin fell 3.2% on Thursday, dipping to a low of $80,840 before hovering below $82,000 ahead of Friday's Wall Street open. The decline coincides with mounting pressure on US equities driven by financing strains in the AI infrastructure sector and concerns over earnings prospects. Analysts warn that credit stress in AI-related companies is spreading to the broader market, potentially constraining capital expenditure and investment returns due to high financing costs. Institutional demand weakened significantly as US spot Bitcoin ETFs recorded approximately $635 million in net outflows on Thursday, marking the largest single-day exit since late June. Crypto market liquidations compounded the downward momentum, with roughly $281 million in long positions wiped out over the past 24 hours.