無名先生
無名先生
Main Field|#Airdrops • Financial analyst, information porter!
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🚨Trump publicly speaks out about BTC again
🇺🇸 "Bitcoin might help the US solve its debt problem."
He even said:
"If BTC enters another super bull market,
the US $35 trillion debt
won't seem so scary."
The signal behind this is actually very clear:
Cryptocurrency
has officially entered the US macroeconomic narrative.
Now, those discussing BTC
are not just retail investors.
There are also:
• Politicians
• Wall Street
• Institutional capital
• The US Treasury level
Market sentiment is rapidly shifting.
Bullish sentiment is back 🚀
#Bitcoin #BTC #Crypto
🚨 Michael Burry issues another danger warning. 👀
This is the person who accurately predicted:
The 2008 financial crisis,
and now believes:
The current market
is replaying the late 1999-2000 internet bubble.
The key point is:
He’s not just talking.
Currently,
Burry has established:
💥 Over $1 billion in short positions against the AI bubble.
Historically,
the truly dangerous times
are often when the market is at its wildest. 💀
I said before:
BTC will eventually fill:
📍 $80K-$82K CME Gap.
It has now been completed. 👀
And currently, the market structure is showing warning signs:
• Shorts have been massively liquidated
• Top volume has clearly declined
• The 200-day moving average failed its first test
• Upward momentum is weakening
Many people are treating this rally as:
"The bull market is back."
But from a technical perspective,
it looks more like a typical:
Bull Trap. 💀
The next key area:
📉 $75K
🚨 WARNING $BTC HOLDERS!
Since the last Bitcoin Halving,
it has now been:
⏳ 750 days.
Historically,
this is usually a:
📉 Bearish Pivot Point for Bitcoin.
Don't bet against history. 👀
🚨 Buffett issues a danger signal once again.
During the 1999 internet bubble,
he said:
"Market mania will eventually destroy investors."
Afterwards:
Nasdaq plummeted 75%. 💀
And now,
the AI frenzy is sweeping the globe.
Buffett has publicly stated once more:
"The gambling sentiment among people now is unprecedented."
More importantly:
Berkshire Hathaway's current cash reserves amount to:
💰 $397 billion.
This means:
One of the smartest funds in the world
is actively reducing risk.
Because the real big players
do not usually chase crazily at the bubble's peak. 👀
🚨AI bubble might really be about to burst!
Wall Street is still crazily chasing AI.
But those who truly experienced the 2008 financial crisis have already started to retreat.
The man who accurately predicted the subprime crisis back then—Michael Burry—is making a move again.
This time, he’s targeting AI.
Scion’s latest 13F filing revealed:
Over $1 billion in short positions!
Key shorts: • Nvidia • Palantir
Total size close to $1.1 billion.
Burry’s view is very harsh:
Tech giants are beautifying profits by using accounting methods that "extend the lifespan of AI hardware."
The problem is—
AI chips update at an insanely fast pace.
Many hardware pieces become obsolete in two or three years.
But companies treat them as long-term assets in financial reports.
What does this mean?
They are forcibly postponing future losses.
Burry estimates:
The entire market has "magically created" $176 billion in profits because of this.
Even more extreme:
By the end of 2025, he’s even restricting external capital from entering the fund.
Clearly preparing for a big storm.
Meanwhile, Buffett is also acting strangely.
The Buffett Indicator has surpassed 227%.
A historical extreme zone.
He once said himself:
"Anything over 200% is playing with fire."
Now Berkshire Hathaway holds $373 billion in cash.
The highest ever.
Why hasn’t he made a move?
Because he might be waiting.
Waiting for the AI bubble to burst.
Waiting to pick up cheap assets after the market crashes.
Just like in 2008.
The biggest problem with the AI market now is actually simple:
—Burning cash too fast, but making money too slowly.
The world has already poured over $600 billion into building AI.
But many AI companies can’t even cover their costs.
If commercialization keeps stalling,
once market sentiment reverses, the stampede will be terrifying.
Even more dangerous:
Growth at OpenAI is starting to slow down.
Users are no longer surging like before.
Losses are still expanding.
Once the myth of "AI’s perpetual high growth" is broken,
the entire market valuation system could reset.
This increasingly resembles the eve of the 1999 internet bubble.
Back then, everyone was crazily laying fiber optics, building websites, hyping concepts.
Today, it’s hoarding GPUs, building data centers, telling AI stories.
History might be repeating itself.
Many people are still using:
"Bear market mindset" to view Bitcoin. 👀
But the market structure has already started to change.
If Crypto really is the next phase:
Part of the Commodity Supercycle,
then:
Targets below ATH
might be too conservative.
Capital is rediscovering:
✔️ Scarce assets
✔️ Inflation-resistant assets
✔️ Assets benefiting from global liquidity
And Bitcoin is gradually becoming the new digital commodity. 🚀

