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    • Guavaxf30Guavaxf30
      ·12-24 13:44
      Great article, would you like to share it?

      Magnificent 7 vs Burry - 2026 AI Reckoning.

      @JC888：
      When Michael Burry’s bearish bets became public in early November 2025, the "Burry effect" triggered a volatile re-evaluation of the AI trade. While $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ were his primary targets, the shockwaves moved through the entire Magnificent 7, as investors began questioning if the massive capital expenditures (CapEx), estimated to top $250 billion across the group by year-end, would ever yield a proportional return. As of 19 Dec 2025 EOD As we stand 5 trading days away from 2026, below is how each Magnificent 7 stock, has fared with the group averaging a +32% YTD return, though individual results vary wildly from NVDA’s triple-digit surge to GOOGL’s modest single-di
      Magnificent 7 vs Burry - 2026 AI Reckoning.
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    • Guavaxf30Guavaxf30
      ·12-24 13:14
      Bitcoin is down hard. And it does not look like it will reverse anytime soon. If at all.  Watch Gold and Silver to see the direction. Money is going old school. The speculative spectaculars are over. Reality is biting.

      Bitcoin demand weakens as gold, silver attract safe-haven flows

      Market flows continue to favor traditional safe-haven assets, with gold and silver maintaining strong support as investors allocate capital toward defensive instruments amid macroeconomic uncertainty and risk aversion.Gold and silver continue to draw defensive inflows as investors seek stability amid macro uncertainty.Bitcoin has failed to attract strong new buying, with on-chain data showing limited accumulation and hesitation from fresh investors.Short-term holders have added selling pressure during pullbacks, leaving Bitcoin range-bound and lagging precious metals.According to BTCUSA, Bitcoin has struggled to attract meaningful fresh demand. On-chain data shows limited accumulation, with new buyers hesitant to enter positions at current price levels, constraining upside momentum.The divergence highlights a split in investor sentiment between asset classes. Precious metals have benefited from their established role as stores of value during periods of uncertainty, while Bitcoin has b
      Bitcoin demand weakens as gold, silver attract safe-haven flows
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    • Guavaxf30Guavaxf30
      ·12-24 13:12
      It is very telling when you see a day where all the major indices are in the green, the major Cryptocurrencies are heading the other way. All red. Peter Schiff is right. The Bitcoin trade is over.

      Peter Schiff Declares Bitcoin Trade 'Over' As It Neither Rises With Tech Stocks Nor Gold — Are There Merits To This Argument?

      Well-known economist Peter Schiff said on Tuesday that Bitcoin’s (CRYPTO: BTC) rally has ended, highlighting its failure to mirror gai
      Peter Schiff Declares Bitcoin Trade 'Over' As It Neither Rises With Tech Stocks Nor Gold — Are There Merits To This Argument?
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    • Guavaxf30Guavaxf30
      ·12-24 13:02
      I feel the rally is straining and may be on it's final desperate breath. The mega signs are poiting to a bubble burst which may be just around the corner.  Best to stay away for now. Better to miss a rally than to face a collapse.  Missing a rally means you are still holding onto your cash and can come back for the next one. Being caught in a collapse means you lose everything.

      A Selective Santa Rally? ETFs May Reveal Where Conviction Still Exists in 2025

      As the Santa Rally window opens, ETFs show mixed signals amid AI valuation concerns, Fed caution and seasonal tailwinds, as 2025 ends.
      A Selective Santa Rally? ETFs May Reveal Where Conviction Still Exists in 2025
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    • Guavaxf30Guavaxf30
      ·12-23 14:34
      MSTR's Ponzi Scheme. Crypto crash happening right now. Most of the major cryptocurrencies are seeing falls of more than 3%. As exposed to Bitcoin Strategy is, the effect is multpied multiple times. Today is a day of reckoning for Michael Saylor. Peter Schiff, Warren Buffet, Jamie Dimon. They did warn, didn't they?
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    • Guavaxf30Guavaxf30
      ·12-23 11:34
      $Strategy(MSTR)$   Raising $2.19 billion but made no purchases of Bitcoin despite Saylor tweeting a hint that he was going to buy more. I smell a rat. A ponzi rat.  The game is to raise hopes that Bitcoin prices will continue to rise, get the pressure from investors off his back. But with Bitcoin still remaining stubbornly below $90k, things are not going well.  Now with Japan raising interest rates, the Jap carry trade is ending, meaning less cheap funds to shore up US treasuries and cryto markets. The shoe is going to drop. And when it does, it's going to fall with a very very loud thud..... Watch this space.
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    • Guavaxf30Guavaxf30
      ·12-23 11:16
      Bitcoin stays stubbornly below 89k. Michael Saylor raised a bunch of change last week by issuing more shares but made no new purchase of Bitcoin despite him making this post about buying more. All this smells like he was hoping to talk up the price of Bitcoin. And this does not seem to be working. Opps.

      Crypto Daily｜Saylor Signals Imminent Bitcoin Buy Amid MSTR YTD Decline; Fundstrat Warns Clients Bitcoin Could Fall to $60,000

      Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsSaylor Signals Imminent Bitcoin Buy Amid MSTR Stock YTD...
      Crypto Daily｜Saylor Signals Imminent Bitcoin Buy Amid MSTR YTD Decline; Fundstrat Warns Clients Bitcoin Could Fall to $60,000
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    • Guavaxf30Guavaxf30
      ·12-23 07:12
      Have to post the real update on MSTR less innocents gets slaughtered.  MSTR actually ended down 0.30% after seeing a high of being up 4%. Not a good sign.

      Coinbase Global up 3%, Bitfarms up 2.2%, Strategy up 3.5%

      Coinbase Global up 3%, Bitfarms up 2.2%, Strategy up 3.5%
      Coinbase Global up 3%, Bitfarms up 2.2%, Strategy up 3.5%
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    • Guavaxf30Guavaxf30
      ·12-23 07:09
      Michael Saylor has always been saying he will not sell any Bitcoin in his treasury.  By raising new capital and not making any purchases when Bitcoin prices are still in a 12 month low, this can only mean he is expecting Bitcoin price to fall further. That is the only positive reason I can think of for him not to utilise the cash raised by buying more. Or the worst case scenario is MSTR is really running out of operating cash and can't pay dividends promised.  Which means the whole thing about building a Billion plus in cash reserves to pay dividends for the next two years is all bull-shit. Whichever it the truth, one thing for sure is now is not the time to be holding MSTR. Perhaps not even Bitcoin.

      Strategy Sells $748M In Stock But Buys Zero BTC—Bad News For MSTR?

      Strategy Inc. (NASDAQ:MSTR) sold $747.8 million in stock but bought zero Bitcoin
      Strategy Sells $748M In Stock But Buys Zero BTC—Bad News For MSTR?
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    • Guavaxf30Guavaxf30
      ·12-20
      Didn't last. Now BTC looks to be falling below 186. Every gain for Crypto stocks are being returned.

      BUZZ-Crypto stocks gain after bitcoin, ether prices rise

      BUZZ-Crypto stocks gain after bitcoin, ether prices rise** Shares of cryptocurrency and blockchain-related companies rise premarket, tracking gains in digital assets such as bitcoin and ether** Bitcoi
      BUZZ-Crypto stocks gain after bitcoin, ether prices rise
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