STYRΞNΞ ✂️

Burry explains why following company marketing budgets makes $Macca his top meme bet for GTA 6: " $Macca came out and then obviously we saw all the marketing heading towards it. If you go to the Rockstar store, it is all over their marketing and merchandise. Even their collector box, which is going to be a gift to streamers, features $Macca as the main character." "If somebody is streaming, they are going to have their little $Macca figurine right there, and that is going to be their pride and joy. People are buying these boxes for $300. That alone told me this is a bet worth taking. It is a mascot, the memetics are there, and Rockstar is practically telling you directly." "Pay attention to what companies invest their money into. That tells you what they actually care about. We do not see city placements across South Beach, but we see $Macca all over the place." "Going off what the company is backing and what the average person will see and care about, I am looking at $Macca and characters along those lines. That is how I placed my bets." "All GTA coins will do very well. It is the biggest entertainment event of the decade. Not being positioned in a GTA coin right now is simply ignoring the fact that we trade attention."

Burry explains why trust is the ultimate currency for coin devs and how to build a lasting reputation: Jason: "What are those things?" Burry: "Number one is a good quality meme and good narratives. Find a very specific niche for yourself, whether it is Elon tweets, animal coins, or whatever it is. Right now top traders are looking for devs who are genuinely good in those specific niches, not just generic ones." "Become good at those things and do the right things. If you are sniping your wallets, do not destroy the charts on every green candle. Do not sell on sniper wallets. Pay DEX quickly, you do not even have to announce it. Do the right things and support the coin throughout its lifecycle, whether you are in the coin or not." "People will learn to trust you. Trust is the ultimate currency in this space. A lot of people mid curve it, but if people trust you, they will buy your coins, support you, and want to see you win." "If you are abusive, your career will be very short lived. We see it all the time now with devs who are hyper aggressive with their selling. They have a short run, then they slow down and you do not see them anymore."

Burry breaks down why cutting losses early and scaling out on the way up keeps top traders green: "Before I used to tolerate losses quite comfortably, I do not know why. But Deku, who is one of my best friends in the space, what has made him very successful is his risk management." "He just does not tolerate losses. He cuts at entry, and so does Truno. We are all in the same group, and they are much better at that than I am. I am learning from them to do better at risk management." "When you look at people like DV, Sented, and Cupsey, they are very good at risk management, hence why their PnL stays green." "For these narratives, I am thinking anywhere between a 30 to 40% drawdown, at that point I will probably cut losses. On fomo, I try to be very careful of selling because I know some people trailed me into the coin, and I want to be respectful of that. When trenching, I might just cut at a 15 to 20% loss. On fomo, I am willing to accept a little bit more risk because I do not want to betray the people that trusted my thesis." "In terms of the exit in the opposite direction, it is going to be scaled out. I try to sell at highs and slowly clip out of the coin just to make sure that I am exiting on the way up. That is something I am learning as I trade and get more experience, because you are never going to be able to anticipate the peak."

Burry explains why liquidity will rotate from equities into crypto and gives his target for the next top: Jason: "Do you think that there's a world where equities can fall off a cliff and crypto catches a bid?" Burry: "I actually think that that's exactly what happens. We saw AI move the markets like meme coins. If you look at any AI centric, chip, or bottleneck stock, they were looking like meme coins. Nothing was moving like that." "That was the reason why we didn't necessarily see an extended bull here for us, because why would liquidity move on chain when you have stocks doing 5 to 10x in a far more secure environment?" "At this point, OpenAI and Anthropic are the last events that could potentially drive a bit of liquidity into the stock market before physical AI or robotics come into play." "Then you have investors who are just human beings addicted to a dopamine hit of a 5 to 10x. Where else in the market can they catch that? It's us." "Bitcoin is relatively low, Solana is relatively low, and all these companies are ripe for the taking to move to new all-time highs. I think we are about to see a large liquidity push into crypto." "We're dipping, we'll see consolidation, and then into the next bull run. Based on the statistics of it, we're talking about September 3, 2029 for all-time highs, plus or minus 30 days adjusting for variance."

Burry explains why following company marketing budgets makes $Macca his top meme bet for GTA 6: " $Macca came out and then obviously we saw all the marketing heading towards it. If you go to the Rockstar store, it is all over their marketing and merchandise. Even their collector box, which is going to be a gift to streamers, features $Macca as the main character." "If somebody is streaming, they are going to have their little $Macca figurine right there, and that is going to be their pride and joy. People are buying these boxes for $300. That alone told me this is a bet worth taking. It is a mascot, the memetics are there, and Rockstar is practically telling you directly." "Pay attention to what companies invest their money into. That tells you what they actually care about. We do not see city placements across South Beach, but we see $Macca all over the place." "Going off what the company is backing and what the average person will see and care about, I am looking at $Macca and characters along those lines. That is how I placed my bets." "All GTA coins will do very well. It is the biggest entertainment event of the decade. Not being positioned in a GTA coin right now is simply ignoring the fact that we trade attention."

Burry explains why traders are underestimating the massive market impact of GTA 6 and the endless meta it will trigger: "In the case of GTA, a lot of people are just mid curving what it means for the market. You have the biggest entertainment event in the past decade. A very hyped event with a multi million dollar company hyper pushing it, basically dressing up a whole city around it. The major constraint with meme coins has always been exposure to the general public. GTA is going to be played by twelve year olds and fifty year olds alike. Then you have the second constraint, which is marketing. Now you have a multi billion dollar marketing campaign completely paid off for you, which benefits any related token you want. You will see a lot of GTA activity, and November 19th is not the end of it. It will definitely be a peak, but after that, you have content creators. Adin Ross came from GTA. YouTube, Instagram, AI influencers, everything will spawn out of the topics that come out of GTA."

Burry explains why crypto traders are out of touch with reality and how fomo levels the playing field: "I see the arguments that some traders make, saying you are not going to make six figures on a trade if you buy that late. Well, not everybody is looking for a six figure trade." "The average person coming into meme coins is going to be very happy that they made a thousand dollars on a trade. There is a disassociation with the reality of the economics of the world that people forget about. That is the value proposition and differentiator that fomo brings, and its success is because of that. Anybody can participate in the game, whether very seasoned traders or people completely new to the space. The information is there for you to not be at as much risk, pick a coin that you like, and know who is holding it and why they are holding it. That social aspect is a huge differentiator and pure benefit for onboarding. Not only onboarding, but retaining, which is far more important than onboarding."

Burry explains the real bottlenecks facing data centers and the AI buildout: Jason: "You work in the data center space. What can you tell us about data centers that we do not know yet?" Burry: "I think everything is out there thanks to Leopold Aschenbrenner. He did a fantastic piece on what the future constraints of the AI buildout would be." "Compute is one of those things people think about, and obviously memory. Ultimately, what we have is a concentrated supply chain problem. You have Taiwan dominating the semiconductor space. We also have an issue with power in the US. Our infrastructure is not reliable, and we cannot produce enough because we are a little bit behind. Then you have things like effective cooling. There are a lot of constraints." "When I looked at my investments within it, I started to focus a lot on power at the time. I was able to hit Bloom Energy pretty early on." "What I would say about AI, using the metaverse as an example, is that companies building massive data centers can have their use cases shifted quite quickly."