According to @burrytracker, NVDA added $250 billion in market capitalization today, lifting its valuation to $4.8 trillion (source: @burrytracker). This implies roughly a 5.5% day-over-day gain in market value, based on an estimated prior valuation near $4.55 trillion derived from the same figures (source: @burrytracker). In free-float market-cap-weighted indices such as the S&P 500 and Nasdaq-100, constituent market value changes translate directly into weight changes that affect passive fund exposure and index-level performance (source: S&P Dow Jones Indices; Nasdaq Indexes). For crypto traders, mega-cap tech leadership can influence cross-asset risk appetite, and prior research has documented periods of positive correlation between BTC and tech-heavy equity indices (source: Kaiko; Coin Metrics).

According to @burrytracker, Donald Trump is doubling down on China tariffs and the S&P 500 erased roughly $300 billion in after-hours trading, as posted on X on Oct 10, 2025 (source: @burrytracker on X). The source highlights a notable after-hours equity drawdown but does not provide supporting data, charts, or crypto-specific impacts (source: @burrytracker on X).

According to @burrytracker, Trump’s Truth Social post vowing massive tariffs on China reignited tariff fears. According to @burrytracker, minutes after the post the Nasdaq-100 fell nearly 2%, erasing more than $650 billion in tech market cap. According to @burrytracker, the S&P 500 then lost about $2.1 trillion in market value over the past two hours, its steepest drop since April.

According to @burrytracker, Microsoft identified the top 10 jobs most at risk of being replaced by AI in a post shared on X on August 17, 2025. Source: @burrytracker. The post does not include the underlying Microsoft report or specific job details in the provided content, limiting immediate sector or ticker-level analysis for traders. Source: @burrytracker. No price action, financial metrics, or trading levels are provided in the post, so positioning around MSFT or AI-exposed equities requires locating the original Microsoft source for quantification. Source: @burrytracker. The post does not mention any cryptocurrencies or tokens, so crypto-market implications cannot be assessed without additional sources. Source: @burrytracker.

According to @burrytracker, Renaissance Technologies filed its Q2 stock trades showing it trimmed positions in Palantir (PLTR) and Robinhood (HOOD) (source: @burrytracker on X, Aug 13, 2025). The same update indicates new positions were opened in UnitedHealth (UNH) and Bitcoin (BTC), adding fresh BTC exposure to the firm’s portfolio (source: @burrytracker on X, Aug 13, 2025).

According to @burrytracker, Bitcoin (BTC) is positioned for a potential surge to a new all-time high, with some analysts now forecasting a price of $200,000 by the end of the year. This bullish outlook is supported by several factors, including softer-than-expected U.S. inflation data, which has increased expectations for Federal Reserve rate cuts, as cited by Matt Mena of 21Shares. The analysis also points to a record-high U.S. M2 money supply ($21.9 trillion) and warnings from figures like Ray Dalio about rising national debt, pushing investors toward assets like BTC. With U.S. equity markets already at record highs and July historically being a strong month for Bitcoin, the confluence of these macro tailwinds suggests significant upward potential for the cryptocurrency.

According to @burrytracker, the cryptocurrency market experienced a broad selloff, with Bitcoin (BTC) falling over 2.5% to approximately $105,900. Altcoins faced steeper declines, as Ether (ETH), Solana (SOL), XRP (XRP), and Dogecoin (DOGE) all dropped between 5% and 7%. The source attributes this downturn to heightened geopolitical risks, including renewed tariff threats and warnings from President Trump about a potential conflict involving Israel and Iran. Despite these headwinds for risk assets, the report notes that a strong auction for 10-year U.S. Treasury notes challenged the narrative of investors flocking from government debt to Bitcoin. However, with the U.S. national debt surpassing $36 trillion, some analysts continue to point to Bitcoin as a potential hedge against long-term fiscal instability.

According to Michael Burry Stock Tracker (@burrytracker), former President Donald Trump confirmed that the United States has attacked Iran nuclear sites. Historically, heightened geopolitical tensions and military conflicts have triggered rapid volatility in the cryptocurrency market, with safe-haven assets like Bitcoin (BTC) and Ethereum (ETH) often seeing increased demand as traders seek protection from traditional market instability (source: @burrytracker, June 21, 2025). Traders should monitor BTC and ETH for sharp price swings and rising trading volumes, as risk aversion and capital flight to crypto could accelerate in the coming hours.

According to @burrytracker, Michael Burry is not forecasting a China market crash, but highlights that the risk-reward profile in Chinese equities is currently unfavorable due to stimulus fatigue, rising geopolitical tensions, and declining profits, while stocks remain priced at 2020 levels (source: @burrytracker, June 19, 2025). For crypto traders, this signals possible capital rotation out of Chinese equities and into alternative assets such as BTC and ETH, given the increased risk in traditional markets.

According to Michael Burry Stock Tracker (@burrytracker) on Twitter, the Autopilot app now allows users to trade like Michael Burry by tracking all his moves in real-time, with investment advice provided by Autopilot advisers LLC, an SEC registered advisor (source: @burrytracker, June 19, 2025). For crypto market participants, this development may lead to increased transparency in traditional stock strategies and could influence capital flows into crypto assets like BTC and ETH, as traders look for cross-market arbitrage opportunities and risk management tactics based on Burry's portfolio adjustments.

According to Michael Burry Stock Tracker (@burrytracker), Alibaba (BABA) has climbed 34.9% year-to-date, driven by aggressive share buybacks and corporate restructuring. However, trading sentiment is cautious as core fundamentals are weakening: Q1 net income declined 27% year-over-year, domestic commerce sales dropped 1%, and operating income fell 15%. Notably, the cloud segment showed flat growth, raising concerns for tech-sector investors. Michael Burry, who previously held BABA long, is now hedging his position. Crypto traders are watching this shift, as Alibaba's performance and capital flows could impact sentiment in Chinese blockchain and digital asset markets. Source: @burrytracker on Twitter.

According to Michael Burry Stock Tracker, PDD Holdings (PDD) reported a significant decline in Q1 profitability, with net income dropping 47% year-over-year and earnings per share falling to $1.56 from $2.83. Margins decreased from 33% to 19%, and revenue growth slowed to 10% YoY, marking the lowest pace in years. Michael Burry warns of heightened tariff risks and continued margin pressure, signaling potential red flags for traders. These developments may impact investor sentiment across Chinese tech stocks and could indirectly affect crypto market flows as traders reassess risk exposure. Source: @burrytracker on Twitter.

According to Michael Burry Stock Tracker (@burrytracker), Baidu (BIDU) has gained approximately 4–6% year-to-date as the company emphasizes its AI business. However, trading data shows fundamental weaknesses: ad revenue is down 6% year-over-year and adjusted EPS has dropped 7% YoY. Although Baidu's cloud division reported strong 40% growth, it remains insufficient to offset declines in core segments. Michael Burry is reportedly betting that Baidu's AI investments will not translate into profits quickly. For crypto traders, lagging profitability in major Chinese tech stocks like Baidu signals that institutional capital may remain cautious about rapid AI-driven rallies in both equities and related AI crypto tokens. Source: @burrytracker on Twitter, June 19, 2025.

According to Michael Burry Stock Tracker (@burrytracker), China's macroeconomic environment continues to deteriorate with youth unemployment exceeding 15 percent, a property crisis causing major developers to report year-over-year sales drops of 30 percent, and consumer sentiment hovering near record lows. Additionally, escalating U.S.–China tariff tensions and the persistent threat of SEC delisting for Chinese companies are fueling risk aversion. For crypto traders, these factors could drive capital outflows from Chinese equities and real estate into decentralized assets like BTC and ETH, as investors seek safety amid growing uncertainty. Closely monitoring these macro headwinds is crucial for anticipating volatility and potential demand shifts in the cryptocurrency market. (Source: @burrytracker, June 19, 2025)

According to Michael Burry Stock Tracker (@burrytracker), TCOM shares have declined between 6% and 17% year-to-date, largely due to stalled growth in Chinese tourism and persistent youth unemployment. The report highlights that average daily rates (ADR) for TCOM are down double digits, and the stock's high beta increases downside risk if macroeconomic conditions worsen. For traders, these factors signal potential volatility and further downside pressure, which could also impact sentiment in correlated Chinese tech and crypto assets (source: @burrytracker, June 19, 2025).

According to @burrytracker, Autopilot Advisers LLC, an SEC-registered investment advisor, emphasizes that past performance does not guarantee future results, and investing carries the risk of principal loss (source: Twitter, June 16, 2025). This regulatory disclosure is critical for crypto traders, as it underscores the importance of risk management and due diligence in both equities and cryptocurrency markets. With heightened volatility in crypto assets like BTC and ETH, traders should remain cautious and account for advisory fees when evaluating performance metrics.

According to Michael Burry Stock Tracker (@burrytracker), Michael Burry's significant investment in Estée Lauder (EL), previously met with skepticism, has now delivered strong returns as revealed in his latest 13F filing. The report highlights Burry’s continued bullish position in EL, reflecting a strategic pivot toward consumer staples amid market volatility (source: @burrytracker, June 16, 2025). For crypto traders, this shift toward resilient equities like EL suggests a rotation of institutional capital into defensive sectors, which may reduce risk appetite for high-volatility assets like BTC and ETH in the short term.

According to Michael Burry Stock Tracker (@burrytracker), Estée Lauder (EL) jumped 8% following the news of Leonard Lauder's death at age 92. Notably, 133,000 insider shares were purchased in February, indicating strong internal confidence. Options call volume surged over 70% today, reflecting heightened bullish sentiment among traders. Last quarter, Michael Burry significantly increased his stake in EL while liquidating most other holdings, highlighting a concentrated bet on the stock. These factors suggest potential volatility and increased trading opportunities, with the stock’s momentum likely to influence sentiment in equities and related sectors, potentially spilling over into consumer-focused crypto tokens. Source: @burrytracker on Twitter, June 16, 2025.

According to Michael Burry Stock Tracker (@burrytracker) on June 16, 2025, futures markets reopened amid reports of missile activity in the Middle East, highlighting rising geopolitical tensions. Traders are closely watching for increased volatility, which historically has led to sharp movements in both traditional and cryptocurrency markets. Past incidents of regional conflict have triggered safe-haven flows into assets like Bitcoin (BTC) and gold, suggesting that BTC and other major cryptocurrencies could see heightened trading volumes and price swings as global uncertainty rises (source: @burrytracker).

According to Michael Burry Stock Tracker (@burrytracker), US stock futures are showing significant weakness, indicating a bearish sentiment across major indices. This downturn is likely to increase volatility in the cryptocurrency market, particularly for leading assets such as Bitcoin (BTC) and Ethereum (ETH), as risk-off sentiment in traditional markets often spills over into digital assets. Traders should monitor futures movements closely, as sustained pressure could trigger liquidation events or accelerate short-term selloffs in crypto markets. Source: Twitter / @burrytracker, June 13, 2025.