According to @burrytracker, Michael Burry alleges that AI hyperscalers are inflating profits by extending server lifespans and masking approximately $176 billion in fake earnings (source: @burrytracker, Nov 10, 2025). The post characterizes the AI sector as a bubble and centers on earnings quality risks tied to depreciation and asset life assumptions, without naming specific companies (source: @burrytracker). For traders in AI-exposed equities and AI-themed crypto, the allegation highlights potential scrutiny of capex depreciation disclosures and sentiment around AI profitability narratives (source: @burrytracker).

According to Crypto Rover (@rovercrc), Bitcoin's value has no upper limit because fiat currencies, by their nature, have no bottom in terms of depreciation. This perspective suggests a bullish outlook for Bitcoin as a hedge against fiat currency devaluation.

According to Michaël van de Poppe, current market sentiment indicates that cryptocurrency assets cannot depreciate beyond a 100% loss, highlighting a theoretical price floor.