Bitcoin-linked stocks fall 4% while Bitcoin stays near $80K, highlighting stock-specific pressures.

Bitcoin-linked stocks Riot, Strategy, and MARA dropped about 4% despite Bitcoin holding steady near $80,000 with only a 1% decline. This divergence suggests selling pressure is focused on the stocks rather than the cryptocurrency itself. Riot faces added risks due to its shift toward AI data centers and concerns over debt-funded infrastructure, while Strategy's value is tied directly to Bitcoin holdings. Investors will watch Riot's ability to secure financing for data center expansion and whether steady AI demand can offset mining volatility. Meanwhile, Strategy and MARA remain closely tied to Bitcoin’s price movements.

Despite the article noting a 4% drop in Riot's stock, on Pluang Riot trades at USD 12.71 with a 1.48% gain as of Oct 26, 2026 22:03 WIB. The stock's market cap is $4.70 billion, and it has a 52-week low near its current price, suggesting recent stability in trading.