aivaluations

Michael Burry Warns: $UNI & US Stocks
Legendary investor Michael Burry (famous for predicting the 2008 crash) is sounding alarms again. He believes US equities could face a collapse even worse than the dot-com bubble, driven by:
AI valuations stretched beyond fundamentals
Passive investing flows distorting price discovery
Excess liquidity chasing narratives, not earnings
Why It Matters for Crypto
Correlation risk: If US stocks tumble, risk assets—including crypto could see volatility.
Rotation potential: Investors may seek decentralized alternatives like UNI (Uniswap) as trust in traditional markets erodes.
Macro signal: Burry’s warning highlights fragility in markets propped up by hype rather than fundamentals.
Takeaway
Stay alert: AI-driven valuations + passive flows = systemic risk.
Crypto traders should watch $UNI liquidity and DeFi flows as potential safe havens.
History shows: when bubbles burst, new paradigms emerge—DeFi could be one of them.
Question for you: Do you think $UNI and DeFi can absorb capital fleeing overvalued US equities, or will crypto get dragged down too?.Please follow BDV7071.•

#USMarkets
#DotComBubble
#AIValuations
#PassiveInvesting