🩸 Burry Screams "Pop", BTC Won't Stop

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We said "baby steps" to $87k, and the market listened. 😮‍💨

After the weekend bloodbath, we’re finally catching a breath. $BTC.X ( ▲ 0.57% ) clawed back to hold $87k, the Nasdaq pumped +2.69%, and altcoins are flashing green again. It’s not a "moon mission" yet, but the bleeding has stopped.

With Thanksgiving coming up, volume might get a little thin; so enjoy the relief, but maybe don't bet the farm on every candle just yet. 🦃

Speaking of good timing... while the market gives you a break, we’re giving you one too!🎁 Our Black Friday Sale is LIVE. I won't spoil the whole surprise right here, but let's just say this is a once-in-a-cycle kind of offer. Scroll down to claim it before it’s gone forever. 👇

Here’s what we got for you today:

• 👀 The truth about AI valuation

• ⭐ The Big Short Returns: Is this bounce a trap?

• ⭐ Banks vs. Bitcoin: The secret war on $MSTR ( ▲ 5.01% )

• 🎁 Black Friday: 85% off

• 🔥 Burning hot takes for the road

Let’s take a small pause from the crypto chaos for a second.

While everyone is debating if we are in a recession, AI is quietly eating the world. Is this a bubble, or are we just getting started?

I dove deep into the numbers, from the hyperscalers burning cash to the 800 million weekly users, to find out if AI valuation is actually overrated, or if the market is still underpricing what comes next.

If you want to understand the other Supercycle of our lifetime, you need to read this.

⁉️ IS THIS BOUNCE A TRAP? BURRY SCREAMS "AI BUBBLE"

If you checked your portfolio today, you probably let out a massive exhale. 😮‍💨

$BTC.X ( ▲ 0.57% ) bounced back from the $80k abyss to ~$87k, tech stocks are waking up, and that heavy "End of the World" vibe from the weekend is finally fading.

But while we’re busy celebrating the green candles, the man who famously predicted the 2008 financial crisis is screaming "FIRE" in the theater again.

Michael Burry is betting on a crash.

The Dot-Com 2.0 Warning

Michael Burry (yes, the legend from The Big Short) has officially closed his hedge fund to manage his own money, claiming the public pressure was too much. But he isn't going quietly.

He just launched a paid newsletter, and his first message was a blunt force trauma to the bulls: We are in an AI Bubble that looks exactly like the Dot-Com bubble of 2000.

• He believes investors are drunk on mythical growth (pouring billions into Nvidia and Palantir) rather than looking at sustainable profit models.

• Burry argues the Fed is downplaying the risks of AI today, just like Alan Greenspan ignored the housing bubble in 2005. He sees their current confidence as dangerous complacency.

The "Inverse Cramer" Hope

However, the universe loves balance. For every super-bear, there is a... Jim Cramer.

Right before the market rallied today, Jim Cramer tweeted that the rise in futures had "no reason" and called it "fake optimism."

If you follow the "Inverse Cramer Law", which states the market usually does the exact opposite of whatever he says, this might actually be the most bullish signal we’ve had all week. 😂

So…Is Being Early the Same as Being Wrong?

Here is the twist regarding Burry that people forget: He is brilliant, but he has a problem with clocks.

Remember, he started shorting the housing market in 2005. The crash didn't actually happen until 2008. If you had followed his advice in 2005, you would have bled money for three years while the market kept pumping. You would have been right, but you would have been broke.

We are seeing a split reality right now:

• The Bear Case: Tech is overextended, and crypto is just a high-beta puppet following the stock market's liquidity.

• The Bull Case: We just flushed out the weak hands at $80k, the leverage is reset, and the long-term accumulation is continuing.

Don’t try to time the exact top of the AI Bubble or the exact bottom of BTC. Burry might be right eventually, but the market can remain irrational longer than you can remain solvent.

Stick to your DCA plan. Keep some cash on the side (Warren Buffett is doing it, so it’s not a bad idea). But don't let the fear of a future crash paralyze you from catching the upside today.

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🤯 BANKS VS. BTC: IS JPMORGAN SHORTING $MSTR?

If you’ve seen #BoycottChase trending, it’s not just random internet rage. It’s a coordinated counter-attack against "Operation Choke Point 2.0” - a silent war by banks to cut off crypto's access to the financial system.

At the center of the storm? JPMorgan Chase.

To understand why this is blowing up now, we have to connect three separate events into one big story.

1/ Debanking a Crypto CEO

The drama started when Jack Mallers (CEO of Strike) revealed JPMorgan abruptly closed his personal accounts. No explanation. Just a cold notice that his activity was "concerning" and he is banned for life. Jack runs a regulated US payment company, so this felt like a direct shot at the industry.

2/ The Attack on MicroStrategy ($MSTR)

But it gets deeper. The community believes JPMorgan is actively targeting MicroStrategy.

• Reports surfaced that MSCI (the massive index provider) might kick companies with >50% crypto assets out of major indexes by 2026.

• Who amplified this risk? A JPMorgan research report.

• If $MSTR ( ▲ 5.01% ) gets kicked out of the Nasdaq 100, huge ETFs are forced to sell the stock. It triggers automatic, massive selling pressure.

3/ The Real Cause of the Oct 10 Crash

Remember the violent market crash on Oct 10? It turns out, MSCI quietly dropped that consultation note on the exact same evening.

Traders realized the risk of $MSTR ( ▲ 5.01% ) being de-indexed, and JPMorgan released a bearish note highlighting this exact risk right when liquidity was thinnest. It wasn't a random crash; it was a panic about Wall Street trying to unplug the biggest corporate Bitcoin holder.

The Plot Twist: Michael Saylor Strikes Back

Michael Saylor dropped a bomb of his own. He clarified that MicroStrategy is not a passive holding company (which would get it banned). It is an operating company creating financial products.

His message was simple: "We aren't just holding Bitcoin. We are building a Bitcoin-backed financial market."

This feels like an ideological battle.

Traditional finance (TradFi) realizes that companies like MicroStrategy are building a "Bitcoin Standard" treasury model that bypasses the need for traditional banking fiat reserves. They are opting out of the dollar system, and banks like JPMorgan don't like competition.

They are trying to make it painful to leave the fiat system. But historically? Betting against the internet (and Bitcoin) is a losing trade.

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⏳ Black Friday Up To 85% (And We Are Never Doing This Again)

We know the market has been choppy, and you're looking for clarity without burning your portfolio. So, we aren't just offering a discount; we are essentially giving away the keys to the castle.

For the next 5 days only, we are slashing our premium access prices by up to 85%.

Here is the breakdown (and yes, these numbers are real):

• Monthly Plan: Was $29/mo → Now $3.99/mo

• Annual Plan: Was $199/yr → Now $29/year 🤯

Read that again: You can now get an entire year of our premium research, trade alerts, and deep dives for the price of what used to be a single month.

This isn't a marketing gimmick with a fake timer. This offer strictly ends on November 30. We've never cut prices this deep before (and we probably never will again). Once the clock strikes midnight, the price goes back up, and we won't be bringing this level of discount back. Ever.

Don't let this be the trade you regret missing.

🔥 BURNING HOT TAKES FOR THE ROAD

Berachain co-founder Smokey denies the "Nova Digital $25M refund" rumor, confirming the VC remains a top holder and the report is "incomplete." Read more

"Privacy is hygiene." Vitalik Buterin just doubled down on the need for on-chain privacy tools after a massive traditional bank data leak. Read more

Galaxy Digital is in talks to become the liquidity engine for Polymarket and Kalshi, looking to capture the massive volume in prediction markets. Read more

Binance founder CZ faces new allegations of facilitating payments to Hamas. Read more

Japan's FSA will now require crypto exchanges to hold mandatory cash reserves to cover potential hack losses following the $312M DMM exploit. Read more

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