Michael Burry’s New Warning Shakes the Crypto Community
American investor Michael Burry, known for predicting the 2008 housing market crash, published his first post since April 2023 today. In the new message, Burry warned that financial markets are once again in bubble territory, adding that “the only winning move is not to play.”
The post, which references the 1983 film WarGames, carried a measured rather than alarmist tone. Burry suggested that while markets appear overheated, the most rational course of action might be to stay out entirely.
Although Burry is known for his bearish stance, recent reports on his portfolio indicate a strategic shift. In mid-2025, his firm Scion Asset Management replaced $186 million in bearish put options with $522 million in bullish call options across nine stocks — including Estée Lauder, Lululemon, Alibaba, and JD.com — signaling cautious optimism rather than outright pessimism. According to Business Insider, between March and June, Scion’s holdings expanded from seven to fifteen positions.
Burry’s post comes amid a broad crypto market decline. Bitcoin has fallen nearly 4.5% over the past month, though it remains close to its all-time high. Major tokens like Ethereum, Solana, and XRP are still trading over 40% below their peak levels.
See also: "Glassnode Analysts Forecast Bitcoin Price Movement for the Coming Days"
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