Bitcoin finished flat over the week as global semiconductor stocks plunged 11.4% and South Korea's KOSPI recorded its worst weekly performance since 2008, suggesting crypto may be decoupling from broader equity market drivers. The divergence was a central topic on the Bits + Bips podcast featuring Coinbase's John D'Agostino and Nick van Eck, who explored whether an unwinding AI trade could redirect liquidity toward digital assets. Discussion also covered how the GENIUS stablecoin framework has pulled forward enterprise stablecoin adoption by three to five years, tokenized stock trading reaching $20 million per week in the UAE, and concerns about AI infrastructure debt following CoreWeave's 25% share price decline.