# ![@mikealfred Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::95257097.png) @mikealfred Mike Alfred

Mike Alfred, a prominent figure in the cryptocurrency and stock market space, has been making significant statements and investments. He has been bullish on certain stocks, including IREN and CIFR, and has made large purchases of shares, recently adding to his position in ASST. He also believes that Bitcoin is undervalued and is predicting a significant price surge, with a potential supply squeeze on the horizon.

### Engagements: [-------] [#](/creator/twitter::95257097/interactions)
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- [--] Year [-----------] +194%

### Mentions: [---] [#](/creator/twitter::95257097/posts_active)
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### Followers: [-------] [#](/creator/twitter::95257097/followers)
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- [--] Week [-------] +0.12%
- [--] Month [-------] +1.60%
- [--] Months [-------] +58%
- [--] Year [-------] +78%

### CreatorRank: [------] [#](/creator/twitter::95257097/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  #2928 [cryptocurrencies](/list/cryptocurrencies)  #620 [stocks](/list/stocks)  8.33% [technology brands](/list/technology-brands)  5.33% [exchanges](/list/exchanges)  #2331 [countries](/list/countries)  2.67% [social networks](/list/social-networks)  1.33% [celebrities](/list/celebrities)  1% [financial services](/list/financial-services)  0.67% [automotive brands](/list/automotive-brands)  0.67%

**Social topic influence**
[bitcoin](/topic/bitcoin) #255, [if you](/topic/if-you) 7.33%, [ai](/topic/ai) 6.67%, [money](/topic/money) #1947, [stocks](/topic/stocks) #1825, [we are](/topic/we-are) 3.67%, [more than](/topic/more-than) #926, [market](/topic/market) #1752, [the most](/topic/the-most) 2%, [silver](/topic/silver) 2%

**Top accounts mentioned or mentioned by**
[@ytriggered16380](/creator/undefined) [@narcissistx10](/creator/undefined) [@grok](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@mrderivatives](/creator/undefined) [@mudirshin](/creator/undefined) [@feyr9wvz9u11244](/creator/undefined) [@stonkspekulant1](/creator/undefined) [@jbarthalomue](/creator/undefined) [@qagellc](/creator/undefined) [@layahheilpern](/creator/undefined) [@louisianafree](/creator/undefined) [@deepvaue_adv](/creator/undefined) [@cantonmeow](/creator/undefined) [@eddyluxe_](/creator/undefined) [@shirtharmony](/creator/undefined) [@rajeevsura](/creator/undefined) [@trendgps](/creator/undefined) [@donmailey9915](/creator/undefined) [@veekay0606](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Microsoft Corp. (MSFT)](/topic/microsoft) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [Asset Entities Inc. (ASST)](/topic/$asst) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Strategy (MSTR)](/topic/$mstr) [Cardano (ADA)](/topic/cardano) [Litecoin (LTC)](/topic/litecoin) [Chainlink (LINK)](/topic/chainlink)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I am thrilled to announce I have joined the board of Bakkt (NYSE: BKKT). Excited to work with @Akshay_Naheta & team to capitalize on a generational transformation in global financial infrastructure redefining what money is how it moves and how markets operate. Its go time"  
[X Link](https://x.com/mikealfred/status/1970096274361000067)  2025-09-22T12:02Z 337.6K followers, 660.1K engagements


"Oil refiners are leaving California so prices will skyrocket. The biggest billionaires already left. CA is a failed State destroyed by bureaucracy waste and everybody gets a trophy and a handout ideology. Now we watch to see which states the leftists leaving CA destroy next"  
[X Link](https://x.com/mikealfred/status/2021107544236994813)  2026-02-10T06:22Z 337.6K followers, 96.8K engagements


"Sold all my stocks in the after hours session. I have moved full time to a large farm in an undisclosed location. I will wake up tomorrow at 5am to milk the cows and feed the chickens. Im not chasing wealth anymore. Im seeking peace. Bye"  
[X Link](https://x.com/anyuser/status/1985508348381503602)  2025-11-04T00:44Z 337.6K followers, 525.3K engagements


"The US Government re-opens in a last minute surprise deal. The Fed begins buying bonds and lowers rates [--] basis points in December. Long term yields start to come down and the liquidity flows like wine. Bitcoin to $150000+ Valhalla for proxies and everyone gets a girlfriend"  
[X Link](https://x.com/anyuser/status/1986889280703373462)  2025-11-07T20:11Z 337.6K followers, 335K engagements


"Im getting the sense that many of you are not built for this life. If you are concerned by small 10-30% drawdowns in stocks that can run up 500-1000% in a year you dont understand the assignment. Stick to index funds and DCA. Hire an adviser. Pay 1%. Retire by [--]. This is you"  
[X Link](https://x.com/anyuser/status/1988244730388599113)  2025-11-11T13:57Z 337.6K followers, 354.7K engagements


"You were warned. It starts now"  
[X Link](https://x.com/mikealfred/status/2018343979746726236)  2026-02-02T15:21Z 337.6K followers, 919.9K engagements


"Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time"  
[X Link](https://x.com/mikealfred/status/2020995924584169909)  2026-02-09T22:59Z 337.6K followers, 165.1K engagements


"The rest of the market isnt buying Bitcoins BS anymore because its starting to understand that it has been completely manipulated by insiders connected to Binance and an associated global criminal cartel. The proxies have started to decouple. Soon we will get the full launch"  
[X Link](https://x.com/mikealfred/status/2021443572181160112)  2026-02-11T04:37Z 337.6K followers, 180.3K engagements


"@VinnyLingham @LukeGromen I'm surprised you would give up your agency like that. Also you didn't get super wealthy by doing that :)"  
[X Link](https://x.com/mikealfred/status/2022339925371502851)  2026-02-13T15:59Z 337.6K followers, 18.8K engagements


"Saylor stopped by CNBC since he is in the Greater NY area. He bought $8B of Bitcoin since embarking on the BTC strategy in [----] and MSTR is up 840% since beating every company in the S&P [---] including Nvidia. Consider that"  
[X Link](https://x.com/anyuser/status/1833138480240558276)  2024-09-09T13:40Z 337.6K followers, 373.1K engagements


"The degens are dumping Ethereum Doge Pepe XRP Cardano Tron Avalanche Hedera Hashgraph Litecoin Shiba Inu Chainlink and Uniswap to fund their Trump coin gamble. You know what theyre not selling Bitcoin. Bitcoin is not a shitcoin. Learn the difference"  
[X Link](https://x.com/mikealfred/status/1880981549560283457)  2025-01-19T14:12Z 337.5K followers, 44.5K engagements


"Babies are wonderful. But having babies can be hard and expensive especially during the newborn phase. There are a lot of X influencers lauding making babies who either dont have children or dont raise their own children. I am 100% supportive of real families led by adults"  
[X Link](https://x.com/mikealfred/status/1898736347407626473)  2025-03-09T14:03Z 337.6K followers, 33.5K engagements


"Here is the video of Coinbase institutional head of strategy on CNBC this morning in case you missed it"  
[X Link](https://x.com/mikealfred/status/1915231149305290881)  2025-04-24T02:27Z 337.6K followers, 24.1K engagements


"If you havent already you might want to turn on notifications for my account. Im about to break some massive news items that are going to push Bitcoin in to the stratosphere over the next few weeks. Just watch"  
[X Link](https://x.com/mikealfred/status/1921295357771657370)  2025-05-10T20:04Z 337.4K followers, 69.9K engagements


"EVERY single spare or idle megawatt in the United States will be used for AI and Bitcoin compute over the next [--] years and we're still short [--] GW (GIGAWATTS). Coreweave's 3x in [--] month is just the appetizer. Every company controlling high quality compute will re-rate massively"  
[X Link](https://x.com/mikealfred/status/1925955510450241576)  2025-05-23T16:42Z 337.6K followers, 448.4K engagements


"$104000 ✅ Where did all the reply guys from yesterday go who said I was an idiot for thinking we would revisit $104000 today If you didnt buy Bitcoin a couple hours ago for $98000 thats OK because youll be able to buy it again tomorrow for $104000. If you didnt buy Bitcoin a couple hours ago for $98000 thats OK because youll be able to buy it again tomorrow for $104000"  
[X Link](https://x.com/mikealfred/status/1937258287835283489)  2025-06-23T21:15Z 337.7K followers, 67.3K engagements


"My butler just informed me that tomorrow is his last day. Apparently he had been secretly following me on X over the last [---] years and has accumulated a seven figure portfolio of BTC IREN CIFR and MSTR and doesn't need to work for me anymore. Sad day. Please send love"  
[X Link](https://x.com/mikealfred/status/1961109386757378432)  2025-08-28T16:51Z 337.6K followers, 65K engagements


"I need to say one thing for my new followers. I am an investor first. I only join boards when I believe a stock is highly undervalued and can benefit directly from my involvement. I dont have any other focus. I dont have a podcast. I dont sell subscriptions. Investing is it"  
[X Link](https://x.com/mikealfred/status/1973767802122379396)  2025-10-02T15:11Z 337.5K followers, 90.2K engagements


"A5 Wagyu and tomahawk ribeye with @smatthewschultz. I ❤ Texas"  
[X Link](https://x.com/mikealfred/status/1976103932582633759)  2025-10-09T01:54Z 337.7K followers, 149.1K engagements


"Big money is doing everything they can to hide this rally. Two weeks in a row these stocks ran hard in to midweek then sold off hard in one or more of the final days. Net result: you finish up but feel like youre down. A lot of movement in after hours as well. They are scared AF"  
[X Link](https://x.com/mikealfred/status/1979283492128330206)  2025-10-17T20:28Z 337.6K followers, 122.2K engagements


"Gold is topping. Bitcoin is about to rip to $150000+. Weve seen this movie before so dont act surprised when it happens"  
[X Link](https://x.com/anyuser/status/1979745370612900195)  2025-10-19T03:04Z 337.6K followers, 185.4K engagements


"If you know what you own you are completely unconcerned here"  
[X Link](https://x.com/mikealfred/status/1980633242727571711)  2025-10-21T13:52Z 337.5K followers, 93.8K engagements


"If you got shaken out of CIFR by the shorts quants and MMs on that soft and obvious fake move to $21.02 you are not good at this. This stock is going to $30-50 in the short term and $100+ in the long run. Do not be dumb Play like a champion"  
[X Link](https://x.com/mikealfred/status/1985407217080918023)  2025-11-03T18:02Z 337.5K followers, 147.3K engagements


"The thing people dont grok about @elonmusks $1T pay package is that it was never about the money. Elon risked everything and slept on a friends couch to bring electric cars and rockets to the masses. Its about recognition for his extraordinary contributions to human progress"  
[X Link](https://x.com/mikealfred/status/1987246933208145942)  2025-11-08T19:52Z 337.6K followers, 93.6K engagements


"Two of my favorite value ideas - STZ and NVO - waking up a bit here"  
[X Link](https://x.com/mikealfred/status/1988267106740347377)  2025-11-11T15:26Z 337.6K followers, 101.4K engagements


"When everyone around you is losing their head your job is simple: dont lose yours. Of course its easier when you know more about a set of companies than any other investor in the market globally"  
[X Link](https://x.com/mikealfred/status/1989347064938123331)  2025-11-14T14:57Z 337.6K followers, 81.1K engagements


"Like and retweet this if youre not scared and not selling your Bitcoin because some tradfi goon says you should be worried about short term mark to market volatility"  
[X Link](https://x.com/mikealfred/status/1992051347152306639)  2025-11-22T02:03Z 337.3K followers, 120.2K engagements


"Bitcoin is easily worth $140000 right now just on fundamentals so its not surprising that it wont stay down at $84000 when the manipulation stops. Not rocket science"  
[X Link](https://x.com/mikealfred/status/1992448966685082087)  2025-11-23T04:23Z 337.6K followers, 626.3K engagements


"These are my NVO buys today pre-market. My thesis does not change based on a single Alzheimers study. I am focused on diabetes and weight loss over 3-5 years. Patience"  
[X Link](https://x.com/mikealfred/status/1992978949870399671)  2025-11-24T15:29Z 337.5K followers, 453.1K engagements


"BREAKING: Bitcoin founder Satoshi Nakamoto says in a new Fox News interview that Bitcoin has been in a shadow bear market for the last [--] years and will only return to a full bull market when quantitative tightening in the United States ends later this week"  
[X Link](https://x.com/mikealfred/status/1993735402587291694)  2025-11-26T17:35Z 337.6K followers, 97K engagements


"10000 likes and Ill tell you which stock Im going to start buying next"  
[X Link](https://x.com/mikealfred/status/1995235015857512558)  2025-11-30T20:54Z 337.6K followers, 110.8K engagements


"Inflation more or less in line. Consumer sentiment turned up for the first time in [--] months. [--] basis point cut next Wednesday. IWM at all time highs. Dollar weak. Bitcoin primed. All the conditions are in place for a massive end of year rally"  
[X Link](https://x.com/mikealfred/status/1996961113280598139)  2025-12-05T15:13Z 337.5K followers, 77.7K engagements


"The bears are getting increasingly desperate and manic. They know they are on the clock and must push Bitcoin below $86000 within days otherwise $100000 to $110000 will come quickly and force short covering and liquidations. These guys never make money so they are hurting bad"  
[X Link](https://x.com/mikealfred/status/2000302907514929191)  2025-12-14T20:32Z 337.7K followers, 178.9K engagements


"Gold is up nearly 70% year to date. It is a shiny rock that is hard to transport hard to store hard to audit and hardly scarce. I consider myself lucky that I made a profit. Consequently today I am selling all my gold exposure including coins bars and GLD to buy Bitcoin"  
[X Link](https://x.com/mikealfred/status/2004265774249398343)  2025-12-25T18:59Z 337.5K followers, 218.6K engagements


"You only live once and I think its important to take a stand believe in something and put your money where your mouth is: If Bitcoin isnt $1000000+ per coin by December [--] [----] I will sell all my Bitcoin and delete this account. No excuses. Play like a champion"  
[X Link](https://x.com/mikealfred/status/2004315948233511280)  2025-12-25T22:18Z 337.6K followers, 187K engagements


"I know a guy who: - Is in his mid-40s - Makes $10-30M per year in finance - Lives in a [--] bedroom [--] bath palace - Makes his own lunch every day - No wife no kids. - Gulfstream - Saves 75% of his paycheck - Pours it in to PE and MLPs - Hit FI a decade ago Any advice for him"  
[X Link](https://x.com/mikealfred/status/2008760371478200538)  2026-01-07T04:39Z 337.3K followers, 1.3M engagements


"Successful people want to be around other successful people friendly people want to be around other friendly people and rich people want to be around other rich people. Why Because you can be yourself and not hide or constantly explain. Its not complicated but few understand"  
[X Link](https://x.com/mikealfred/status/2010359930411524238)  2026-01-11T14:35Z 337.4K followers, 69.3K engagements


"Also if you are friendly and positive your grumpy curmudgeon friends who are always negative will accuse you of being delusional and overly optimistic They dont even realize that their own negativity created their misery. Not worth the time"  
[X Link](https://x.com/mikealfred/status/2010361370383094255)  2026-01-11T14:41Z 337.4K followers, 39.2K engagements


"Even CNN now confirming that this is happening. Trumps attack on the Fed and the banking cabal starting to accelerate as predicted. https://www.cnn.com/2026/01/11/business/federal-prosecutors-criminal-investigation-federal-reserve-chair-jerome-powell BREAKING: Donald Trump Scott Bessent and allies are working on a multi-step plan to bolster Bitcoin MSTR and stablecoins while simultaneously de-funding JP Morgan the Fed and the US banking cabal to protect US citizens. The administration views it as a defining battle"  
[X Link](https://x.com/mikealfred/status/2010530225445101644)  2026-01-12T01:52Z 337.4K followers, 222.3K engagements


"QQQ looking extremely weak but BTC and small caps holding up nicely. This is EXACTLY the macro rotation you want to see to confirm my thesis that this is a broadening cycle in its early stages. So much freaking money is going to be made this year if positioned correctly"  
[X Link](https://x.com/mikealfred/status/2011483588014063720)  2026-01-14T17:00Z 337.4K followers, 111.1K engagements


"Update: equal weighted finished +.46% and the regular market cap weighted finished -.49% Looking good"  
[X Link](https://x.com/mikealfred/status/2011546880808009846)  2026-01-14T21:12Z 337.5K followers, 49.7K engagements


"AI is amazing. I installed Claude Cowork on my laptop today. In [--] hours it: - freed 14GB - doubled battery life - cleared my gmail and linkedin - filed my taxes - sold bad stocks - taught my 3yo how to trade - settled a family dispute from [----] - achieved cold fusion 10/10"  
[X Link](https://x.com/mikealfred/status/2011660076512329809)  2026-01-15T04:41Z 337.3K followers, 146.2K engagements


"I just found out today that one of my closest friends passed on Thursday. He was a truly amazing human and leaves behind a wife and [--] beautiful children. I think we often forget how short life is. This is yet another wake up call for me. Call or visit your loved ones. Dont wait"  
[X Link](https://x.com/mikealfred/status/2012542385809482092)  2026-01-17T15:07Z 337.4K followers, 171.7K engagements


"AI will go down as the most underestimated technology in human history"  
[X Link](https://x.com/mikealfred/status/2013283424031637674)  2026-01-19T16:12Z 337.4K followers, 96.1K engagements


"@cryptofergani I couldnt even buy a vacation condo for that bro. One day when you grow up you will understand that wealth is an individual pursuit. Stop with the socialism"  
[X Link](https://x.com/mikealfred/status/2013396727412465915)  2026-01-19T23:42Z 337.5K followers, 64.9K engagements


"@perry_lin1 It was very strong in the afternoon"  
[X Link](https://x.com/mikealfred/status/2014837013636346265)  2026-01-23T23:05Z 337.5K followers, 13.2K engagements


"Trump will de-escalate on the ICE stuff in Minnesota because he doesnt want a prolonged govt shutdown. Canada will back down on China to not risk further confrontation with the US. Hyperscaler earnings will be fine. The jitters will calm. We will go higher. Its pre-programmed"  
[X Link](https://x.com/mikealfred/status/2015634116637835365)  2026-01-26T03:53Z 337.6K followers, 224.2K engagements


"I stayed up all night and re-underwrote Bitcoin using [--] different methods. The process was arduous but worth it. The average result implies that Bitcoin should be worth approximately $172000 right now an undervaluation of 95%. The discrepancy between BTC and metals is extreme"  
[X Link](https://x.com/mikealfred/status/2016154724165443911)  2026-01-27T14:21Z 337.6K followers, 181K engagements


"They will pump hundreds of billions more in to OpenAI Anthropic and other AI labs. The hyperscalers will invest trillions in infrastructure. There will be an economic boom that dwarfs all others in human history. Generational wealth will be made and everyone gets a girlfriend"  
[X Link](https://x.com/mikealfred/status/2016720017153544640)  2026-01-29T03:48Z 337.6K followers, 145.3K engagements


"Microsoft is down 11%. Thats all you need to know today. See you tomorrow folks"  
[X Link](https://x.com/mikealfred/status/2016887363046396181)  2026-01-29T14:53Z 337.6K followers, 206.5K engagements


"@pelositracker 👀"  
[X Link](https://x.com/mikealfred/status/2017069241284121052)  2026-01-30T02:55Z 337.5K followers, 11K engagements


"@TheLongInvest Not that complicated. Debasement trade AI data centers and narrative euphoria. Its almost over then comes the hangover"  
[X Link](https://x.com/mikealfred/status/2017070325570424966)  2026-01-30T03:00Z 337.3K followers, 56.7K engagements


"Im so relieved. I was nearly certain we wouldnt get another chance to buy $74000 Bitcoin. The stress was unbearable and now I suddenly feel an incredible lightness of spirt and a full release. Much needed. Might get a massage and drink some kombucha today too. All is well. 🙏"  
[X Link](https://x.com/mikealfred/status/2017657203428364396)  2026-01-31T17:52Z 337.6K followers, 184.9K engagements


"Bitcoin -13% Solana and Ethereum -21% Silver -27% This is a run of the mill risk off move where lowest quality goes down the hardest and then everything bounces. They can go down quickly but they can also go back up just as quickly. Focus. This is when real money is made"  
[X Link](https://x.com/mikealfred/status/2017699066935971851)  2026-01-31T20:38Z 337.6K followers, 147.1K engagements


"@cantonmeow This is when fundamentals matter most because you must navigate without your usual waypoints. Its like flying on instruments and its the only way to become a truly great investor"  
[X Link](https://x.com/mikealfred/status/2017699383857520882)  2026-01-31T20:39Z 337.4K followers, 26.2K engagements


"@Mr_Derivatives I LOVE THIS MARKET"  
[X Link](https://x.com/mikealfred/status/2017700435159883950)  2026-01-31T20:44Z 337.3K followers, 10.9K engagements


"On Bitcoin I'm looking for one more tap above $75600 to put in a higher lower before we return to $80000+. If we break lower to $74000 I want to stack some bids. I think we've got a few days up to 1-2 weeks of downside before go go go up up up until May/June. Come at me"  
[X Link](https://x.com/mikealfred/status/2018059567733801323)  2026-02-01T20:31Z 337.7K followers, 211.3K engagements


"I predict a bounce in equities and crypto tomorrow during the regular US market session. I am seeing signs"  
[X Link](https://x.com/mikealfred/status/2018132088789315923)  2026-02-02T01:19Z 337.7K followers, 237K engagements


"This is silly. Ethereum is not going to zero and @fundstrat will come back stronger that ever. This is when you buy not sell. BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the 5th largest documented principal trading loss in history if sold. Unrealized losses are now at 66% of the size of Archegos in [----] the largest loss ever recorded. https://t.co/JLHqMDLL1M BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the 5th largest documented principal trading loss in history if sold. Unrealized losses are now"  
[X Link](https://x.com/mikealfred/status/2018327400124494127)  2026-02-02T14:15Z 337.4K followers, 11.9K engagements


"@MarkWolverine62 No need for hope"  
[X Link](https://x.com/mikealfred/status/2018344421717361103)  2026-02-02T15:23Z 337.5K followers, 90.1K engagements


"Its not rocket science folks. Wealthy people find assets irresistible. Poor people find liabilities irresistible. Choose wisely"  
[X Link](https://x.com/mikealfred/status/2018387364243210430)  2026-02-02T18:13Z 337.6K followers, 118.7K engagements


"@magsonthemoon Im sorry if youre new here but Burry is a negative signal. Im not buying it until he sells too early again"  
[X Link](https://x.com/mikealfred/status/2018692649985675557)  2026-02-03T14:26Z 337.6K followers, [----] engagements


"@cantonmeow This is the trickiest stock I've ever owned in terms of the way it trades. The only way to hold it for multiple years is to deeply understand the fundamentals of the business"  
[X Link](https://x.com/mikealfred/status/2019078241655652776)  2026-02-04T15:59Z 337.3K followers, 28.8K engagements


"@amitisinvesting We will bounce"  
[X Link](https://x.com/mikealfred/status/2019405614213214549)  2026-02-05T13:39Z 337.3K followers, 26.4K engagements


"@mikebelshe True Btw this is a crash Im loving it"  
[X Link](https://x.com/mikealfred/status/2019449852086874282)  2026-02-05T16:35Z 337.3K followers, 23.9K engagements


"@drfurks YOU ARE NOT BULLISH ENOUGH"  
[X Link](https://x.com/mikealfred/status/2019508836294701063)  2026-02-05T20:30Z 337.4K followers, [----] engagements


"@RusIanSukhovii Ive been buying all day for weeks"  
[X Link](https://x.com/mikealfred/status/2019511535966777580)  2026-02-05T20:40Z 337.3K followers, [----] engagements


"@Geiger_Capital Yup. In retrospect it was inevitable"  
[X Link](https://x.com/mikealfred/status/2019525438809559238)  2026-02-05T21:36Z 337.3K followers, 22.9K engagements


"@KratzkeRian787 Only down $23M on paper. Added a bunch of stuff. No sales"  
[X Link](https://x.com/mikealfred/status/2019553151800795487)  2026-02-05T23:26Z 337.6K followers, [----] engagements


"@LouieInvests I just landed on an island for my first vacation in [--] months. Taking my kids to the beach this afternoon. Sorry"  
[X Link](https://x.com/mikealfred/status/2019553617917931942)  2026-02-05T23:27Z 337.3K followers, [----] engagements


"@todd_mcartor @LegalGrapes_Esq Yup"  
[X Link](https://x.com/mikealfred/status/2019770137839055059)  2026-02-06T13:48Z 337.3K followers, [----] engagements


"@nejatian I hope they dont feel it too quickly. Im still buying"  
[X Link](https://x.com/mikealfred/status/2019835450131890318)  2026-02-06T18:07Z 337.4K followers, 15.2K engagements


"@PunterJeff I AM LONG [------] SHARES. MAKE ME PROUD"  
[X Link](https://x.com/mikealfred/status/2019869674775933274)  2026-02-06T20:23Z 337.6K followers, 16K engagements


"@matthew_sigel You get one chance to change from a silly name to a good name and you choose that"  
[X Link](https://x.com/mikealfred/status/2019870346183430604)  2026-02-06T20:26Z 337.6K followers, [----] engagements


"@josh_levenson @matthew_sigel Brand equity Was it positive"  
[X Link](https://x.com/mikealfred/status/2019900031390921027)  2026-02-06T22:24Z 337.6K followers, [----] engagements


"@matthew_sigel @josh_levenson @IREN_Ltd Oh I just realized what you were referring to. No these companies are not competitors. Thats where the confusion came from. Have a fantastic weekend"  
[X Link](https://x.com/mikealfred/status/2019910541347901512)  2026-02-06T23:06Z 337.4K followers, [----] engagements


"@extralovingcup Idiot. I called it when it was still over $60"  
[X Link](https://x.com/mikealfred/status/2019917972777865475)  2026-02-06T23:35Z 337.5K followers, 13.4K engagements


"@Mr_Derivatives You were warned. This one was easily avoidable. So many signs"  
[X Link](https://x.com/mikealfred/status/2020025507165925859)  2026-02-07T06:43Z 337.4K followers, 18.4K engagements


"@DamnYeahCrypto [--] + [--] = 25"  
[X Link](https://x.com/mikealfred/status/2020160942680731704)  2026-02-07T15:41Z 337.5K followers, [----] engagements


"@Mr_Derivatives Uh oh did you miss the buying opportunity at $60000 Sorry bud"  
[X Link](https://x.com/mikealfred/status/2020161496601215306)  2026-02-07T15:43Z 337.5K followers, 35.3K engagements


"@A_May_MD This is what I thought would happen. Just took a little longer than expected"  
[X Link](https://x.com/mikealfred/status/2020161705981214921)  2026-02-07T15:44Z 337.4K followers, [----] engagements


"@WallStBlend Huh Do you understand that nothing has happened yet if Bitcoin hasnt gone up"  
[X Link](https://x.com/mikealfred/status/2020162364864098414)  2026-02-07T15:46Z 337.4K followers, [----] engagements


"@CodesScottie Where I come from blatant IP theft is a crime"  
[X Link](https://x.com/mikealfred/status/2020163958192431399)  2026-02-07T15:53Z 337.5K followers, [----] engagements


"@Jake__Wujastyk 1.5M shares long. Should go to $20+"  
[X Link](https://x.com/mikealfred/status/2020172622538109348)  2026-02-07T16:27Z 337.4K followers, 21K engagements


"@Fibonacci_TA No HIMS was an obvious fraud at $60. I know because I said it"  
[X Link](https://x.com/mikealfred/status/2020172764146201084)  2026-02-07T16:28Z 337.4K followers, 23.6K engagements


"@dmweisberger @Mr_Derivatives Is this the real Dave W Btw Ive heard everything this year including that silver is going to infinity so I will continue to keep my own counsel. It has made me very wealthy and I am still just getting started. 1st inning"  
[X Link](https://x.com/mikealfred/status/2020189643116102085)  2026-02-07T17:35Z 337.4K followers, [----] engagements


"@LayahHeilpern Nobody is correct about everything Markets are about probabilities. If you want to be a billionaire one day you will need to keep learning. Rooting for you"  
[X Link](https://x.com/mikealfred/status/2020197759668961727)  2026-02-07T18:07Z 337.4K followers, 18.5K engagements


"@Mr_Derivatives I dont use charts to make decisions. The price could go to $50000 or $58000 or $140000 in the short term. But Im more interested in whether it goes to $1M+ before or after 2033"  
[X Link](https://x.com/mikealfred/status/2020198725604577468)  2026-02-07T18:11Z 337.6K followers, 58.3K engagements


"@JackTradingcat @Mr_Derivatives I have a heavier consumer staples exposure than any other AI crypto or tech investor on the planet. Im good"  
[X Link](https://x.com/mikealfred/status/2020199824424071263)  2026-02-07T18:15Z 337.5K followers, [----] engagements


"@Mr_Derivatives That has been my forecast on when Bitcoin will hit $1M since I first modeled it in [----] at $1500 per coin. Nothing major has changed"  
[X Link](https://x.com/mikealfred/status/2020202813335433399)  2026-02-07T18:27Z 337.4K followers, [----] engagements


"When you see my 13F in [--] weeks you will understand why Im up for the year and feeling great about this market. Unlike all other crypto AI and tech generalist investors I had huge exposure to staples pharma railroads etc. coming in to [----]. STZ PEP DEO CP BMY TGT etc"  
[X Link](https://x.com/mikealfred/status/2020204224903278622)  2026-02-07T18:33Z 337.3K followers, 72.9K engagements


"@DeikusAlexander This is literally half the replies to my posts 🤣"  
[X Link](https://x.com/mikealfred/status/2020206345514021015)  2026-02-07T18:41Z 337.3K followers, [----] engagements


"@Alphagetting The hyperscalers are puking capex for AI too. A lot of real world stuff will need to be transported"  
[X Link](https://x.com/mikealfred/status/2020224047775445103)  2026-02-07T19:52Z 337.3K followers, [---] engagements


"@Jake__Wujastyk Wen $200"  
[X Link](https://x.com/mikealfred/status/2020224419034202277)  2026-02-07T19:53Z 337.6K followers, 18.3K engagements


"@alc2022 Pharma is not the taxi industry. Do you know how much time and money it takes to get molecules through the FDA approval process Dont answer"  
[X Link](https://x.com/mikealfred/status/2020226212111741348)  2026-02-07T20:00Z 337.5K followers, 25.3K engagements


"@PolarizingLit @zerohedge Bitcoin will always come back. HIMS and every other centralized company may or may not come back"  
[X Link](https://x.com/mikealfred/status/2020227563864596738)  2026-02-07T20:05Z 337.4K followers, [----] engagements


"@BobEUnlimited Not as interesting as asking what happens to you and other tradfi investors if Bitcoin goes to $10M per coin and you dont adapt"  
[X Link](https://x.com/mikealfred/status/2020232612158271662)  2026-02-07T20:26Z 337.4K followers, 17.8K engagements


"@Mr_Derivatives Being right/wrong about unpredictable matters is less important than whether you actually make a lot of money or not in the asset class over time"  
[X Link](https://x.com/mikealfred/status/2020235854946697385)  2026-02-07T20:38Z 337.4K followers, [----] engagements


"Bingo. Data centers help drive energy prices DOWN: The states with rapid electricity demand growth are home to lower electricity prices. States like NY CA and MA that produce less electricity have higher prices. https://t.co/PRSFnqK0Uc Data centers help drive energy prices DOWN: The states with rapid electricity demand growth are home to lower electricity prices. States like NY CA and MA that produce less electricity have higher prices. https://t.co/PRSFnqK0Uc"  
[X Link](https://x.com/mikealfred/status/2020301652289548297)  2026-02-08T01:00Z 337.3K followers, 38.7K engagements


"Bitcoin will go down just far enough to convince the least skilled lowest IQ market participants that its following the [--] year cycle template perfectly despite all other macro conditions being completely different. This will be the most powerfully slingshot move ever. Mark it"  
[X Link](https://x.com/mikealfred/status/2020304370609582106)  2026-02-08T01:11Z 337.5K followers, 14.8K engagements


"@nejatian So stonk go up then"  
[X Link](https://x.com/mikealfred/status/2020387230595129421)  2026-02-08T06:40Z 337.6K followers, 11.8K engagements


"@Mr_Derivatives Really bro This stock is going to go a lot lower"  
[X Link](https://x.com/mikealfred/status/2020390867010510989)  2026-02-08T06:54Z 337.5K followers, 10.1K engagements


"@cantonmeow Seriously though youre good with Rodman"  
[X Link](https://x.com/mikealfred/status/2020391029472674249)  2026-02-08T06:55Z 337.5K followers, [----] engagements


"@SatoshiFlipper You could have just retweeted When Bitcoin is $1M per coin do you think it will have been a good decision to not buy Bitcoin at $69000 because you thought it had to go to $58000 because some [--] year old chart squiggler with zero real word experience said so When Bitcoin is $1M per coin do you think it will have been a good decision to not buy Bitcoin at $69000 because you thought it had to go to $58000 because some [--] year old chart squiggler with zero real word experience said so"  
[X Link](https://x.com/mikealfred/status/2020521747447955508)  2026-02-08T15:34Z 337.5K followers, 36.6K engagements


"@StealthQE4 Makes sense that a guy who worships fiat money printing would feel uncomfortable around people who like sound money. Seek help for your personal issues"  
[X Link](https://x.com/mikealfred/status/2020523020088140266)  2026-02-08T15:40Z 337.6K followers, 15.3K engagements


"@CapitanSteveo Better question: what could stop it"  
[X Link](https://x.com/mikealfred/status/2020633326487482418)  2026-02-08T22:58Z 337.5K followers, 14.8K engagements


"@QAGELLC Like I was about shorting $20M of SLV at $96"  
[X Link](https://x.com/mikealfred/status/2020713354063696380)  2026-02-09T04:16Z 337.6K followers, [----] engagements


"So many chart squigglers about to get a spanking and a classic lesson on how true generational wealth is actually created (not chart squiggling and penny flipping)"  
[X Link](https://x.com/mikealfred/status/2020914943256834203)  2026-02-09T17:37Z 337.4K followers, 56.4K engagements


"@CapitanSteveo Management quality has been everything in this space. It has been a perfect correlation and this will not change"  
[X Link](https://x.com/mikealfred/status/2020957723039498749)  2026-02-09T20:27Z 337.5K followers, 18.6K engagements


"Took RR up to [------] shares. May add more. I can afford to be sticky"  
[X Link](https://x.com/mikealfred/status/2020964334063804818)  2026-02-09T20:53Z 337.4K followers, 54.5K engagements


"@midascabal"  
[X Link](https://x.com/mikealfred/status/2020994515847524835)  2026-02-09T22:53Z 337.5K followers, 17.5K engagements


"@WSJ CA is cooked"  
[X Link](https://x.com/mikealfred/status/2021014142392705215)  2026-02-10T00:11Z 337.6K followers, 31.7K engagements


"Value town bustling today. Good business"  
[X Link](https://x.com/mikealfred/status/2021234684437668043)  2026-02-10T14:47Z 337.4K followers, [----] engagements


"This is an extremely good sign for the broader economy"  
[X Link](https://x.com/mikealfred/status/2021239152126328916)  2026-02-10T15:05Z 337.5K followers, 47.3K engagements


"Welcome to value town"  
[X Link](https://x.com/mikealfred/status/2021256572509507632)  2026-02-10T16:14Z 337.5K followers, 60.1K engagements


"@thechartreaders LOL a real chance"  
[X Link](https://x.com/mikealfred/status/2021276421633736882)  2026-02-10T17:33Z 337.5K followers, [----] engagements


"When HIMS was $60+ per share I could have charged you $15000 an hour to tell you that it was a clear sell and saved you millions. But I didnt because I give away pure alpha for free"  
[X Link](https://x.com/mikealfred/status/2021321879223701824)  2026-02-10T20:34Z 337.4K followers, 17.8K engagements


"@rck1000 Stocks that offer real value"  
[X Link](https://x.com/mikealfred/status/2021333836316221773)  2026-02-10T21:21Z 337.6K followers, [----] engagements


"@xSid007 Thats fine. Its the people who are all in fad stocks who get wiped out every down cycle"  
[X Link](https://x.com/mikealfred/status/2021334776414863541)  2026-02-10T21:25Z 337.6K followers, [----] engagements


"@Invst_Informant Yes when they were not popular yet and still offered some asymmetry"  
[X Link](https://x.com/mikealfred/status/2021335132775514506)  2026-02-10T21:27Z 337.6K followers, [----] engagements


"@DrAlzammam Valuation. The valuation has been completely insane for awhile now. Driven almost entirely by momentum. No matter how great a company is if you enter or continue to own it at an obscene valuation you will end up with suboptimal outcomes over time"  
[X Link](https://x.com/mikealfred/status/2021335918792290656)  2026-02-10T21:30Z 337.6K followers, [----] engagements


"@PennyStonks9217 Do you think Bitcoin and ETH are temporary Are they popular right now"  
[X Link](https://x.com/mikealfred/status/2021336136539619834)  2026-02-10T21:31Z 337.6K followers, [----] engagements


"@PierreLeMans The best performing stocks in my portfolio are IREN and CIFR Keep focusing on the worst things in your life and you will get more of them"  
[X Link](https://x.com/mikealfred/status/2021339996997943787)  2026-02-10T21:46Z 337.6K followers, [----] engagements


"@EnvestingEarly Its a fad stock. Learn the difference"  
[X Link](https://x.com/mikealfred/status/2021340599824371753)  2026-02-10T21:48Z 337.6K followers, [----] engagements


"@GrantCardone Yes"  
[X Link](https://x.com/mikealfred/status/2021341257474376026)  2026-02-10T21:51Z 337.6K followers, 12.6K engagements


"@philsagz @IncomeSharks If you dont yet understand the fundamentals of companies like IREN and CIFR its best to keep studying before commenting"  
[X Link](https://x.com/mikealfred/status/2021369748261568815)  2026-02-10T23:44Z 337.6K followers, [----] engagements


"Job number could be terrible. Market will assume more stimulus and intervention. Risk assets will go up. Its science and its basically pre-programmed"  
[X Link](https://x.com/anyuser/status/2021384598962438658)  2026-02-11T00:43Z 337.5K followers, 90.7K engagements


"@AdamBLiv There will be convexity on up moves that will be impossible to model when sentiment is this negative"  
[X Link](https://x.com/mikealfred/status/2021385071144604142)  2026-02-11T00:45Z 337.6K followers, 18.4K engagements


"@LeonidasNFT A few years ago I educated her on a lot of the shenanigans happening on these offshore unregulated shitcoin casinos like Binance"  
[X Link](https://x.com/mikealfred/status/2021386929066082770)  2026-02-11T00:52Z 337.6K followers, 23.2K engagements


"@solanamaximizer @jeffjohnroberts Thats right and checks out"  
[X Link](https://x.com/mikealfred/status/2021400627952353597)  2026-02-11T01:47Z 337.6K followers, [----] engagements


"Not sure why everyone is giving Antonio grief. I did [----] hours with him consisting of [--] day water fasts silent meditation readings of sacred texts words of affirmation etc. I spent $15M to make $150M. Will be a billionaire within [--] years. Good use of time and money imo. I understand people questioning the value of my 1:1 consultation with $HIMS and $DUOL down over 80% from their highs. But the minimum requirement to see good results is 150H of 1:1 work. An investment of roughly $2.2M. https://t.co/6q5dX6FdV6 I understand people questioning the value of my 1:1 consultation with $HIMS and"  
[X Link](https://x.com/mikealfred/status/2021420630890119238)  2026-02-11T03:06Z 337.5K followers, 42.2K engagements


"@LoveMy7Wood I know because I predicted this months ago"  
[X Link](https://x.com/mikealfred/status/2021442073434653142)  2026-02-11T04:32Z 337.6K followers, [----] engagements


"The value town parade continues in spite of the all kid analysts who told me in Q4 when DEO was $85 that no one drinks anymore 🤣🙏🚀"  
[X Link](https://x.com/mikealfred/status/2021638730420027543)  2026-02-11T17:33Z 337.5K followers, 34.8K engagements


"@QAGELLC David do your children know where you are I am starting to become very concerned that you are mentally unstable. Have you received a psychological evaluation in the last [--] years If not it may be time. Do not make me contact your family to coordinate an intervention"  
[X Link](https://x.com/mikealfred/status/2021670740823880173)  2026-02-11T19:40Z 337.6K followers, [----] engagements


"@QAGELLC Ok delusions confirmed. Trying to contact known family members now. Hold on a little longer buddy. We will get you in to a licensed facility asap"  
[X Link](https://x.com/mikealfred/status/2021708290464616839)  2026-02-11T22:09Z 337.6K followers, [----] engagements


"Let the record show that I correctly called out the issues at Binance many years previously. It has suddenly become popular to call out the blatant conflicts of interest lack of risk management and pattern of criminal behavior. Safety in numbers. It was far harder in 2022"  
[X Link](https://x.com/mikealfred/status/2021708942263595109)  2026-02-11T22:12Z 337.5K followers, 33.6K engagements


"Even though I have completely crushed the call to buy alcohol and staples stocks like DEO STZ PEP BFA TGT etc in Q4 I will be deleting the below tweet shortly as I do with nearly 100% of tweets about individual stocks. These tweets are only meant for immediate consumption"  
[X Link](https://x.com/mikealfred/status/2021729932246913369)  2026-02-11T23:35Z 337.5K followers, 18.8K engagements


"@NarcissistX10 Standard policy. I am a professional investor and I share voluntarily not because it is in any way required. If you have a problem with that you can unfollow or block. Thanks"  
[X Link](https://x.com/mikealfred/status/2021730814812467506)  2026-02-11T23:39Z 337.5K followers, [---] engagements


"@StockTrader_Max It goes sub $10"  
[X Link](https://x.com/mikealfred/status/2021736558173495712)  2026-02-12T00:02Z 337.6K followers, 22K engagements


"@QualityInvest5 Dont be mad that all your positions are consensus longs. Not everyone can generate real alpha"  
[X Link](https://x.com/mikealfred/status/2021740089140031633)  2026-02-12T00:16Z 337.6K followers, [----] engagements


"Im the CEO of a taco company. Ive worked on tacos for [--] years. And *I* wasnt prepared for what Ive just seen. Your life is about to change forever. So what can you do Buy as many tacos as you can. Buy stock in taco companies. Learn to eat tacos. Your future depends on it"  
[X Link](https://x.com/mikealfred/status/2021759356728225806)  2026-02-12T01:32Z 337.5K followers, 17.5K engagements


"@TheRealBirnbaum The market doesnt believe the current financials are sustainable. There is no free money in small cap equities. Ever"  
[X Link](https://x.com/mikealfred/status/2021768493314846823)  2026-02-12T02:09Z 337.6K followers, 13.3K engagements


"@Kev_Capital_TA There is no such thing as a Bitcoin Conference Bitcoin is completely decentralized"  
[X Link](https://x.com/mikealfred/status/2021770154695381364)  2026-02-12T02:15Z 337.6K followers, 10.4K engagements


"@TheLongApe Totally different setup. Zillow was a hedge fund hotel"  
[X Link](https://x.com/mikealfred/status/2021773392475726321)  2026-02-12T02:28Z 337.6K followers, [----] engagements


"@TheTurtle1111 [------] shares. Nothing has changed. Waiting for Bitcoin to move towards $315000"  
[X Link](https://x.com/mikealfred/status/2021938581611380919)  2026-02-12T13:24Z 337.6K followers, [----] engagements


"These little artificial fear crashes would be really funny except that they bankrupt people who dont understand that short term emotions have no connection with long term value. Sad to see so many people fail publicly at investing when its not hard if you can control yourself"  
[X Link](https://x.com/mikealfred/status/2021995564167311484)  2026-02-12T17:11Z 337.5K followers, 36.8K engagements


"Took a few million dollars of profits in DEO BUD CP TGT BMY etc to roll in to Bitcoin and AI related positions that are undervalued. Not a wholesale rotation but this is why you have classic value positions in your barbell. You cant buy dips if you dont have anything up"  
[X Link](https://x.com/mikealfred/status/2022012024352649368)  2026-02-12T18:16Z 337.5K followers, 46.6K engagements


"@BitcoinAIGuy He has [--] cars for only [--] spots now. He used to have [--] cars for [--] spots"  
[X Link](https://x.com/mikealfred/status/2022018908577050729)  2026-02-12T18:44Z 337.5K followers, [----] engagements


"Hang in there silver bros. You guys sounded so unhinged and deranged recently at all time highs. It was almost like you had joined a cult. The conspiracy theories and wild conjecture led me to one of my most profitable shorts ever. But dont worry. It will bottom eventually"  
[X Link](https://x.com/mikealfred/status/2022030497057313109)  2026-02-12T19:30Z 337.5K followers, 13.1K engagements


"I share my strategies in real time. I do not post them so they can be consumed out of context by AIs bots trolls and clowns months and years later. Consequently this tweet will be deleted shortly. Please screenshot if you found it interesting"  
[X Link](https://x.com/mikealfred/status/2022051363925209286)  2026-02-12T20:53Z 337.5K followers, 19.2K engagements


"I just had a call with one of my super UHNW friends. Something big is happening behind the scenes. Were both tracking similar metrics and we love what were seeing. The market is about to emerge from this bear. Ill share everything tomorrow notifications on. Stay hard"  
[X Link](https://x.com/mikealfred/status/2022059380783689810)  2026-02-12T21:24Z 337.5K followers, 124.5K engagements


"Because I use X voluntarily and I enjoy memes and humor I occasionally post copy pasta that I find hilarious. The post below is a perfect example. I usually delete these within [--] minutes to a few hours because a lot of people on X have zero sense of humor. Fun police fascists. I just had a call with one of my super UHNW friends. Something big is happening behind the scenes. Were both tracking similar metrics and we love what were seeing. The market is about to emerge from this bear. Ill share everything tomorrow notifications on. Stay hard. I just had a call with one of my super UHNW"  
[X Link](https://x.com/mikealfred/status/2022065599917306172)  2026-02-12T21:49Z 337.5K followers, 18.4K engagements


"Coinbase misses on earnings. Stonk up. Bear market over. Yes it can really be this simple"  
[X Link](https://x.com/mikealfred/status/2022083818753257476)  2026-02-12T23:02Z 337.5K followers, 53.9K engagements


"AI is eating The Software"  
[X Link](https://x.com/mikealfred/status/2022086233976189166)  2026-02-12T23:11Z 337.6K followers, 41.2K engagements


"@10BaggersOnly Chart squigglers gibberish is not what makes the big money in investing. Sorry"  
[X Link](https://x.com/mikealfred/status/2022313424571805982)  2026-02-13T14:14Z 337.6K followers, [---] engagements


"13 days now. Tick tock. Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time. Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time"  
[X Link](https://x.com/mikealfred/status/2022323735949377983)  2026-02-13T14:55Z 337.6K followers, 48.9K engagements


"You are very welcome. The path to wealth is simple. You simply ignore people who aren't wealthy and do the things wealthy people already do (buy high quality assets and hold them). @mikealfred Thank you for this tweet yesterday @mikealfred 😍🙏 @mikealfred Thank you for this tweet yesterday @mikealfred 😍🙏"  
[X Link](https://x.com/mikealfred/status/2022351562790834467)  2026-02-13T16:46Z 337.6K followers, 38.2K engagements


"Mood. https://www.youtube.com/watchv=08eT731qbZs https://www.youtube.com/watchv=08eT731qbZs"  
[X Link](https://x.com/mikealfred/status/2022352867101937704)  2026-02-13T16:51Z 337.6K followers, 29.7K engagements


"I'm a glutton for punishment. Added more IBIT calls for May and Sept. 🤣 If Bitcoin can go from $97000 to $66000 in only a month how far do you think it can go by July https://t.co/NDJaJXLojt If Bitcoin can go from $97000 to $66000 in only a month how far do you think it can go by July https://t.co/NDJaJXLojt"  
[X Link](https://x.com/mikealfred/status/2022360805623370114)  2026-02-13T17:22Z 337.6K followers, 42.8K engagements


"Only other significant trades involve continued light trimming of value names that have really worked for me this like DEO CP PEP STZ etc and rotating in to heavier Bitcoin/ETH/AI positioning over time"  
[X Link](https://x.com/mikealfred/status/2022361494126838239)  2026-02-13T17:25Z 337.6K followers, [----] engagements


"Only other significant trades involve continued light trimming of value names that have really worked for me in [----] so far like DEO CP PEP STZ etc and rotating in to heavier Bitcoin/ETH/AI positioning over time"  
[X Link](https://x.com/mikealfred/status/2022363445350523266)  2026-02-13T17:33Z 337.6K followers, 22.9K engagements


"Posting a 13F is a wild experience because you realize how ignorant most people on X are about the basics of how investment management works. A 13F is a snapshot in time. It does not show shorts. I made a killing shorting SLV. I am +10% for the year. Sorry if that bothers you 🤣"  
[X Link](https://x.com/mikealfred/status/2022696002113933402)  2026-02-14T15:34Z 337.7K followers, 35K engagements


"One other quirk of the SEC system is that is shows the notional value of your call positions which in my case wildly exaggerates the exposure since I use deep out of the money calls. Options comprise no more than 1-2% of the total portfolio value at most times. Onwards"  
[X Link](https://x.com/mikealfred/status/2022701781122269487)  2026-02-14T15:57Z 337.6K followers, 13.9K engagements


"Popped over to Hollywood for @VinnyLinghams big film premiere tonight. Pretty excited. Keep it on the DL but there may be some bottles of Lafite popped later as well"  
[X Link](https://x.com/mikealfred/status/1935146718364058056)  2025-06-18T01:25Z 337.6K followers, 27.5K engagements


"Texas will become the largest data center market in the world both in terms of power usage and total economic output. This is a completely contrarian view today but I will be proven correct in time. Mark it"  
[X Link](https://x.com/mikealfred/status/1976388698460832120)  2025-10-09T20:45Z 337.6K followers, 98.1K engagements


"CLSK has secured 285MW in Texas for AI/HPC 👀"  
[X Link](https://x.com/mikealfred/status/1983518062763737092)  2025-10-29T12:55Z 337.6K followers, 190.8K engagements


"@Jake__Wujastyk $42-$55 soon"  
[X Link](https://x.com/mikealfred/status/2020197833601913004)  2026-02-07T18:07Z 337.6K followers, 18.8K engagements


"@IncomeSharks Once again you completely missed the nuance. I didnt say they are fads. I said they are fad stocks. Typical. This is why most people dont make very much money in markets"  
[X Link](https://x.com/mikealfred/status/2021355045170880786)  2026-02-10T22:46Z 337.6K followers, 13.5K engagements


"Billionaire @elonmusk is now testing out Optimus robots in combat. Things are about to get wild. Texas may secede. Hold on to your hats"  
[X Link](https://x.com/mikealfred/status/1931702284150616331)  2025-06-08T13:18Z 337.6K followers, 2.9M engagements


"BREAKING: SOURCES INSIDE THE WHITE HOUSE SAY THE TRUMP ADMINISTRATION HAS DEVELOPED A BUDGET NEUTRAL PLAN TO ACQUIRE [--] MILLION BITCOIN. NBA LEGEND MICHAEL JORDAN ON BOARD AS ADVISOR"  
[X Link](https://x.com/mikealfred/status/1938047930478563689)  2025-06-26T01:33Z 337.6K followers, 157.5K engagements


"Heres a truth bomb that most investors will miss until its too late: IREN isnt just working on partnerships with hyperscalers on a project by project basis. Its also quietly and organically growing in to a hyperscaler itself"  
[X Link](https://x.com/mikealfred/status/1942664496314826854)  2025-07-08T19:18Z 337.6K followers, 3M engagements


"Since I met my wife [--] years ago I have purchased [--] brand new cars for her. I have driven the same [--] year old Ford F150 truck that entire time. It has [------] 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"  
[X Link](https://x.com/mikealfred/status/1947795998753100281)  2025-07-22T23:08Z 337.6K followers, 95.1K engagements


"If Bitcoin can break and hold $118500 you should expect $146000 within [--] days"  
[X Link](https://x.com/mikealfred/status/1949475021799490038)  2025-07-27T14:20Z 337.6K followers, 117.3K engagements


"Bitcoin is $120000 and no one cares. Most people dropped their kids off to school today went to work doomscrolled ate a bagel and drank [--] coffees and a Red Bull. They paid no attention to BTC. People in crypto are chasing memecoins and ETH Treasury companies. We are so early"  
[X Link](https://x.com/anyuser/status/1955370774577156527)  2025-08-12T20:48Z 337.6K followers, 675.2K engagements


"When the US Government shuts down Bitcoin stays open (and likes to run)"  
[X Link](https://x.com/mikealfred/status/1973213833633391031)  2025-10-01T02:30Z 337.6K followers, 126.2K engagements


"Even if I told you every detail of the call I just got off you would not believe it. We are going so much higher. Nothing is priced in. None of it. Its pure insanity right now. The fight to the death for resources in this sector is real. Wow"  
[X Link](https://x.com/anyuser/status/1977779685225611379)  2025-10-13T16:53Z 337.6K followers, 547.9K engagements


"I have taken an initial 1M+ share stake in Strive Asset Management $ASST. Strive is one of the most promising BTC Treasury companies globally trading at an attractive level. You simply do not bet against a generational talent like @werkman. @jameslavish too 💪"  
[X Link](https://x.com/mikealfred/status/1981796954360459767)  2025-10-24T18:56Z 337.6K followers, 1.3M engagements


"Ive been saying this for at least a year. Now the CEOs of the largest companies in the world are saying it. Are you paying attention yet $MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. https://t.co/Cn55Njzy2r $MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right"  
[X Link](https://x.com/mikealfred/status/1984619737633198145)  2025-11-01T13:53Z 337.6K followers, 509.6K engagements


"BREAKING: IREN HAS SECURED $9.7B CLOUD CONTRACT WITH MICROSOFT. ITS GO TIME"  
[X Link](https://x.com/mikealfred/status/1985308113000710383)  2025-11-03T11:28Z 337.6K followers, 168.5K engagements


"The sushi was fantastic. The company was even better. Life is short. Enjoy it"  
[X Link](https://x.com/mikealfred/status/1989160127606534549)  2025-11-14T02:35Z 337.6K followers, 343.9K engagements


"Went to NYC on Friday and recorded this podcast with @natbrunell. We covered a lot of investing subjects and I really enjoyed it. Check it out below. By popular demand Im releasing this interview with @mikealfred a day early. We discuss his investment playbook AI outlook picking winning stocks why Bitcoin is the most important asset in human history and exactly how he would allocate a $1 million portfolio today. https://t.co/Xh2MBMk82u By popular demand Im releasing this interview with @mikealfred a day early. We discuss his investment playbook AI outlook picking winning stocks why Bitcoin is"  
[X Link](https://x.com/mikealfred/status/1990488714582372747)  2025-11-17T18:34Z 337.6K followers, 242.2K engagements


"We are getting to the point of the cycle when shorts are partnering with mainstream media organizations to bring down certain stocks. They are getting increasingly desperate so Im getting increasingly bullish on [----]. Should be a lot of fun"  
[X Link](https://x.com/mikealfred/status/1999573675843141832)  2025-12-12T20:14Z 337.6K followers, 112.5K engagements


"@Beth_Kindig You mean IREN CIFR WULF"  
[X Link](https://x.com/mikealfred/status/2002461815939441138)  2025-12-20T19:31Z 337.6K followers, 29.7K engagements


"All the worst traders and investors I know piled in to silver this week so who is left to buy All the worst traders and investors I know sold Bitcoin MSTR and other proxies this week so who is left to sell What happens next will be obvious to anyone who isnt a vegetable"  
[X Link](https://x.com/mikealfred/status/2005025694657773690)  2025-12-27T21:19Z 337.6K followers, 143.9K engagements


"@ZachCPG Long STZ DEO BFA BUD"  
[X Link](https://x.com/mikealfred/status/2010477807676395848)  2026-01-11T22:23Z 337.6K followers, 12.8K engagements


"Important contrarian article. The anti-drinking sentiment has swung too far in one direction especially on X. I am adding to my investments in the sector. I went sober to prioritize my health. But then slowly but surely I realized the best parts of life were passing me by. https://t.co/EggCysmmWl I went sober to prioritize my health. But then slowly but surely I realized the best parts of life were passing me by. https://t.co/EggCysmmWl"  
[X Link](https://x.com/mikealfred/status/2010484826164584780)  2026-01-11T22:51Z 337.6K followers, 124.6K engagements


"The S&P [---] is down 1% today. The equal weighted S&P is flat. All the other industries outside of technology that are not touching AI directly or indirectly are starting to benefit. The real bull market is just beginning now. Lock in"  
[X Link](https://x.com/mikealfred/status/2011489919567355959)  2026-01-14T17:25Z 337.6K followers, 127.9K engagements


"@leevalueroach I have been banging the drum on this over the last [--] months"  
[X Link](https://x.com/mikealfred/status/2013358756285817222)  2026-01-19T21:11Z 337.6K followers, 25.1K engagements


"@cantonmeow Still adding. [------] shares of ETHA now"  
[X Link](https://x.com/mikealfred/status/2014178266782093544)  2026-01-22T03:28Z 337.6K followers, 17.8K engagements


"In the labor market broadly the value of "average" talent is plummeting. AI is partly to blame. At the high end specifically the value of "exceptional" talent is skyrocketing. There is a fierce war driving comp higher here. Start here to understand the K-shaped economy"  
[X Link](https://x.com/mikealfred/status/2016252951619399784)  2026-01-27T20:52Z 337.6K followers, 96.4K engagements


"This team can execute. STRIVE UPDATES - Acquired an additional [-----] Bitcoin - Now the 10th largest corporate Bitcoin hodler - 92% of Semler debt retired w/ plans for 100% by April - 37% amplification ratio w/ 98% of amp from $SATA - 21% Bitcoin yield in 1Q26 - Dashboard updated $ASST https://t.co/xnL5z0iqXo STRIVE UPDATES - Acquired an additional [-----] Bitcoin - Now the 10th largest corporate Bitcoin hodler - 92% of Semler debt retired w/ plans for 100% by April - 37% amplification ratio w/ 98% of amp from $SATA - 21% Bitcoin yield in 1Q26 - Dashboard updated $ASST https://t.co/xnL5z0iqXo"  
[X Link](https://x.com/mikealfred/status/2016631208558678391)  2026-01-28T21:55Z 337.6K followers, 161.1K engagements


"@HodlMagoo Bro everyone knows youre lying since we only do Zooms"  
[X Link](https://x.com/mikealfred/status/2016663954253369360)  2026-01-29T00:05Z 337.6K followers, 25.4K engagements


"YOU WERE WARNED"  
[X Link](https://x.com/mikealfred/status/2017229546689581469)  2026-01-30T13:32Z 337.6K followers, 146.9K engagements


"@FreightAlley ISM PMI over [--]. Railroads breaking out. Money rotating to other sectors beyond tech. Its happening"  
[X Link](https://x.com/mikealfred/status/2020294590847390001)  2026-02-08T00:32Z 337.6K followers, 18K engagements


"@TheBronxViking $42-55"  
[X Link](https://x.com/mikealfred/status/2021387083877859797)  2026-02-11T00:53Z 337.6K followers, 13.3K engagements


"@otium33 Its fine but I dont see much edge or alpha being expressed defaulting to these consensus megacap names"  
[X Link](https://x.com/mikealfred/status/2021729279437058309)  2026-02-11T23:33Z 337.6K followers, [----] engagements


"@jeffye888 Exactly. All roads lead to $20+"  
[X Link](https://x.com/mikealfred/status/2021773292588388565)  2026-02-12T02:28Z 337.6K followers, 18.1K engagements


"@LayahHeilpern Nothing but love and support even when we disagree"  
[X Link](https://x.com/mikealfred/status/2022346577801871721)  2026-02-13T16:26Z 337.6K followers, [----] engagements


"@finn_dan @fundstrat Every moment is the beginning of the rest of the long run. Use logic"  
[X Link](https://x.com/mikealfred/status/2022454103998369890)  2026-02-13T23:33Z 337.6K followers, [----] engagements


"Shhhh absolutely no one. No one say it. This might be the last time we could ever buy sub $69420 Bitcoin Do not. Please"  
[X Link](https://x.com/mikealfred/status/2022779191700459648)  2026-02-14T21:05Z 337.6K followers, 46.1K engagements

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