Michael Burry just made headlines again, and the markets are feeling it—stocks and crypto both sliding hard. We sit down to unpack exactly what his latest bets mean, why institutional players are moving the chess pieces, and how to spot real collusion versus noise. With real estate cooling, banks tightening, and stablecoins evolving fast, the macro picture looks grim—but that’s where the setups hide. Small-cap names are getting crushed, yet some are screaming value if you’ve got cash and a pl...
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Michael Burry just made headlines again, and the markets are feeling it—stocks and crypto both sliding hard. We sit down to unpack exactly what his latest bets mean, why institutional players are moving the chess pieces, and how to spot real collusion versus noise. With real estate cooling, banks tightening, and stablecoins evolving fast, the macro picture looks grim—but that’s where the setups hide. Small-cap names are getting crushed, yet some are screaming value if you’ve got cash and a pl...
JT explores the evolution of the internet from Web 1 to Web 3, emphasizing the importance of understanding these transitions for investment opportunities. He discusses how the internet has transformed information sharing and the emergence of blockchain technology, which enables trustless transactions and the tokenization of value. The conversation highlights the significance of smart contracts and decentralized finance, illustrating how these innovations are reshaping the digital economy and ...
Bullish & Beyond
Michael Burry just made headlines again, and the markets are feeling it—stocks and crypto both sliding hard. We sit down to unpack exactly what his latest bets mean, why institutional players are moving the chess pieces, and how to spot real collusion versus noise. With real estate cooling, banks tightening, and stablecoins evolving fast, the macro picture looks grim—but that’s where the setups hide. Small-cap names are getting crushed, yet some are screaming value if you’ve got cash and a pl...