🧠 “Bubble or Buffet?” — Michael Burry’s Billion‑Dollar Bet Against the AI

Michael Burry isn’t just sitting back—he’s gone full contrarian and shorted about $1.1 billion on Palantir Technologies and Nvidia Corporation, warning that AI may be the grandest hype‑fest since… well, all the hype‑fests. In short: when a guy who called the 2008 housing collapse says “maybe the only winning move is not to play,” you pay attention.
If AI stocks wobble, the ripple could hit crypto. Because when risk assets stumble, the jumped‑on bandwagon sometimes unloads across the board.

💸 Stablecoins Got Big – And the Federal Reserve Is Watching

Fed Governor Stephen Miran says the massive growth of dollar‑pegged stablecoins (we’re talking potential trillions) could influence interest‑rates and monetary policy.
He argues that if stablecoins soak up demand for U.S. Treasuries, then the monetary toolbox might need a new lever. Why you care: Lower rates? Higher risk‑asset appetite? Crypto might benefit—or scramble—depending on how this plays out.

📈 Bitcoin & Ethereum Rally On Washington’s “Maybe We’re Done Arguing” Mood

With the U.S. Senate inching toward ending the shutdown, crypto sentiment got a little sunshine: BTC jumped ~4.4%, hitting ~US$106 K, while ETH soared ~8% to ~US$3,632. Liquidity fears eased, risk assets got a pep talk, and wallets popped up. Still: institutional flows will determine if this is a spark or a sustained fire.