Michael Burry "the end is nigh": structural short on the AI trade wakes up
The founder of Scion Asset Management posts a tweet in Joker mode about the AI bubble, echoing the tech sell-off in June. Contrarian signal or early call?
11 min ago 0 0
BIS: AI Spending Boom Threatens Global Financial Stability
The Bank for International Settlements sounds the alarm: massive investments in AI could form a capital bubble likely to crash markets and trigger a recession—a warning that resonates as the U.S. Moratorium Act puts pressure on the sector.
Jun 29, 2026 at 17:15 8 3
Arjun Mehta
Week of June 30: Quarterly close, rebound in sowing, and FOMC on the horizon - the market calendar
The final week of the quarter focuses on three critical events: the technical close on June 30, the rebound in AI semiconductors, and the approach of the July FOMC. Wolfe Research remains bullish on H2.
Jun 28, 2026 at 15:37 13 8
Eleanor Whitfield
Bitcoin Below $60,000: Toward an Unprecedented Quarterly Double Loss Since 2022
BTC breaks below the psychological threshold of $60,000, poised to record two consecutive quarters of losses—a structural bear market setup unseen since the Terra/FTX collapse.
Jun 28, 2026 at 12:53 9 3
Yuki Tanaka
AI-Energy Bubble: A Famous Short-Seller Targets Bloom Energy - Fundamentals vs. Hype
A renowned short-seller publicly claims we are in an AI-energy bubble and targets Bloom Energy (BE). Yet, the company has secured significant data center contracts. Who is right-the market that has valued BE at 4x in 18 months, or the short-seller who estimates its overvaluation at 60%?
Jun 24, 2026 at 10:00 12 3
Arjun Mehta
Amazon: The Analysis Predicting 36% Upside - Deconstructing the Thesis and Its Assumptions
A sell-side analysis places Amazon with a 36% upside potential from its current levels. Before subscribing to this view, it is necessary to dissect the underlying assumptions-AWS, advertising, AI-and identify what the bullish scenario does not address.
Jun 23, 2026 at 04:29 8 3
Sofia Marchetti
BlackRock Beyond ETFs: The Shift to Private Markets Becomes the True Growth Engine
GIP, Preqin, HPS: BlackRock reshuffles its assets to capture private market fees. The Aladdin/eFront tech block secures institutional distribution.
11 min ago 0 0
Aisha Bello
Binance: outflows tripled to $1.23 billion and ETH withdrawals at their highest in 3 years
Post-MiCA and pre-Fusaka, the rotation of ETH off CEX signals a structural shift in custody and yield - not a capitulation. The funding rate remains calm.
12 min ago 0 0
Yuki Tanaka
Berkshire $397B in cash: Greg Abel inherits a dry weapon and a message
Berkshire's record war chest at the opening of the Abel era is as much a tool as an implicit signal on US valuations.
12 min ago 0 0
Sofia Marchetti
Gold and central banks: the WGC 2026 survey confirms a structural accumulation cycle
90% of the central banks surveyed cite inflation hedging, long-term performance, and diversification away from the dollar as reasons for their gold purchases. A structural anchor, not cyclical.
yesterday 6 3
Heinrich Vogel
ETF Bitcoin spot: -$8.95 billion in May-June, the bleeding continues
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
yesterday 6 2
Lars Eriksson
Solana +19% on Securitize listing: tokenization validates a secondary rail
The listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
yesterday 4 2
