alfred mike @alfredmike__

Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes. Joined November 2011

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alfred mike @alfredmike__

a month ago

Ignoring daily mark to market. We are still in the clear accumulation area for the next phase of this bull market. Focus, execute, win.

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Here’s a truth bomb that most investors will miss until it’s too late: IREN isn’t just working on partnerships with hyperscalers on a project by project basis. It’s also quietly and organically growing in to a hyperscaler itself.

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Mike Alfred @mikealfred

a month ago

Never deleting this app.

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Mike Alfred @mikealfred

a month ago

When Bitcoin is trading for $1,000,000 per coin, you won't care whether you bought at $115,000, $116,666, or $119,169. You will only care whether you secured at least 1 Bitcoin or not.

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Mike Alfred @mikealfred

a month ago

If Bitcoin can break and hold $118,500, you should expect $146,000 within 30 days.

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Mike Alfred @mikealfred

a month ago

XRP is an IQ test and a lot of people are failing.

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Mike Alfred @mikealfred

a month ago

The average person who trades after studying charts does far worse in the long run, after taxes, than the average person who invests after studying businesses.

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Mike Alfred @mikealfred

a month ago

At one point over the last few months, Coreweave was an $85B company and IREN was a $1.5B company. Today it’s $56B and $4B. The gap will continue to close and it was all completely predictable in advance. Watch and enjoy how value arbitrage works at scale.

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Mike Alfred @mikealfred

a month ago

All the noise, all that drama. All for nothing. We are right back at $118,000 and the next major stop is $146,000. I was never a believer in the “springboard” or “slingshot” moves but after watching them happen dozens of times since Covid, I now believe. This is a classic setup.

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Mike Alfred @mikealfred

a month ago

We successfully retested the $115,000-$117,000 level I mentioned in this video with @scottmelker on Wednesday. The market absorbed the sale of 80,000 Bitcoin by an ancient whale and now we will proceed higher. Great setup.

The Wolf Of All Streets @scottmelker

2 months ago

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Mike Alfred @mikealfred

a month ago

I still don’t understand why I have to pay income taxes when the Fed can just create $3 trillion dollars out of thin air whenever it wants arbitrarily.

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Mike Alfred @mikealfred

a month ago

If you’re not a millionaire yet and want to become one, just buy 1 Bitcoin for $116,666 and hold for 4-8 years. Easy.

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Mike Alfred @mikealfred

a month ago

Feels like shorts are scrambling to take advantage of one of the last remaining windows of weakness to cover shorts before Valhalla...

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Mike Alfred @mikealfred

a month ago

Reminder: I told you how this CRWV/CORZ deal could go from the very start. Now weeks later David Faber is on CNBC talking about the chatter he’s hearing that investors are working to vote it down. Lawyers scrutinizing the deal as well for fairness. Be ahead of the curve!

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Mike Alfred @mikealfred

a month ago

The reason why this whole move has been so fake and manipulated is that it was designed to liquidate a large build-up of leveraged longs on crypto exchanges between $115-116k. Also today is one of the biggest BTC options expirations of 2025. Regular programming next week.

Mike Alfred @mikealfred

a month ago

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Mike Alfred @mikealfred

a month ago

That was one of the most obviously manipulated closes I've seen in months. Must be a lot of options expiring tomorrow.

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Mike Alfred @mikealfred

a month ago

Coreweave headed sub $120 and then probably sub $100 before it finds a bottom. This is what happens when a mania turns in to outright exuberance. There is always a hangover. Money is rotating to cheaper alternatives.

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Mike Alfred @mikealfred

2 months ago

Bitcoin is doing that thing that it does regularly when it lulls everyone to sleep by playing dead and seemingly doing nothing for just long enough to convince people with little skill or conviction that it will never go up. Then it suddenly wakes up and RIPS YOUR HEAD OFF. Watch

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Mike Alfred @mikealfred

2 months ago

Since I met my wife 10 years ago, I have purchased 3 brand new cars for her. I have driven the same 13 year old Ford F150 truck that entire time. It has 120,000 miles now and I still think it drives fine. Some people might think that's weird but it's who I am and I'm not changing