Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 18, 2025
Today’s podcast episode was created from the following stories: a mix of market caution, crypto crosscurrents, and a fresh warning about AI exuberance. Here’s what you need to know and why it matters for investors.
‘Big Short’ investor Michael Burry sends another AI bubble warning using a ‘Lord of the Rings’ meme
Michael Burry warned that stocks may have already peaked amid an AI investment boom, sharing a chart that links past market tops to surging capital expenditures that later collapse. He hinted at more research to come and used a playful Lord of the Rings meme to jab at investor complacency. The takeaway: if the pattern repeats, massive AI capex could persist briefly before a painful reset in markets and the economy.
BitMine Immersion acquires $173M in ether as Tom Lee flags liquidity hit behind crypto weakness
BitMine Immersion Technologies bought over 54,000 ETH last week, lifting its holdings to nearly 3.6 million ETH while boosting cash to $607 million. Chairman Thomas Lee attributed crypto’s recent softness to a sudden drop in market-making liquidity—akin to a brief “quantitative tightening”—but argued the cycle’s top likely lies ahead, with on-chain tokenization as a long-term catalyst. Big balance-sheet buyers accumulating into weakness underscores conviction in Ethereum’s structural story.
What next for crypto bulls as ETH, XRP, SOL, ADA drop 8–16% in a week
Bitcoin’s slide below key psychological and technical levels has opened the door to deeper tests of support, as ETF inflows cool, long-term holders distribute, and momentum turns lower. Analysts flag $93,000–$95,000 as near-term support with resistance layered near $100,200 and $107,300, while macro and Fed signals could sway risk appetite. Translation for traders: manage downside risk, watch liquidity, and respect the technicals until catalysts stabilize flows.
Still hope for bulls: Crypto Daybook Americas
While privacy coins cooled, DeFi and smart-contract indices showed relative strength, hinting at selective resilience beneath headline volatility. Pros are watching U.S. regulatory moves on ETFs and stablecoins, technical patterns like ZEC’s potential double top, and global macro signals—such as rising Japanese bond yields—that could ripple into risk assets. The message: despite choppy tape, catalysts for a sentiment turn remain on the horizon.
