Calls
2
Bill Miller IV
Chief Investment Officer and Chairman, Miller Value Partners
Win Rate
100.0%
return
+0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 24
$78685.00
+0.0%
Bitcoin and crypto are coming back after the summer break because the AI trade is losing luster on valuation and ROI concerns, while government liquidity interventions like the US/Japan yen support and the Treasury's announced doubling of long-dated fixed-income purchases signal more intervention. Last week's short liquidation was the biggest in crypto in five years, and the structural case is strong: the US budget deficit this year is $1.8 trillion, larger than Bitcoin's entire market cap, creating a big runway.
Crypto Assets
Long
Aug 24
$298.19
+0.5%
Real rates at 20-plus-year highs are bullish for the economy and support a rotation story into smaller-cap stocks with lower valuations.
Equity Indexes
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Bill Miller IV has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: BTC, IWM.
