South Korea's KOSPI fell 5.5% during Asian trading on Tuesday, extending a reversal that contrasts with bitcoin's 40% recovery. The KOSPI is now roughly 38% below its June all-time high. Bitcoin bottomed near $58,000 shortly after the KOSPI peaked and has since rebounded as high as $87,000. The divergence suggests bitcoin could benefit as investors reduce exposure to AI investments, although correlation alone does not establish capital rotation. Broadcom CEO Hock Tan's warning about speculative AI investing and CXMT's claimed memory-chip breakthrough intensified pressure on global chip stocks.