Mike Alfred09 (@mikealfred09) 's Twitter Profile
Mike Alfred09

@mikealfred09

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

ID: 1721848226

calendar_today02-09-2013 09:52:41

61 Tweet

23 Followers

1,1K Following

Mike Alfred (@mikealfred) 's Twitter Profile Photo

Cipher is working with Stargate via SoftBank Core Scientific is working with Microsoft via Coreweave Terawulf is working with the UAE via G42 Riot is working with some of the top activists investors on the planet Things are just starting to heat up in this space. 👀

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I enjoyed my conversation with Anthony P⭕️wer and McNallie Money on Power Mining Analysis yesterday. We discussed my background in Bitcoin, NYDIG, joining the IREN board, investing in the space, and some of my thoughts on strategy and capital allocation. Watch: youtube.com/watch?v=F1OXo1…

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So let me get this straight. OpenAI is a closed platform that masqueraded as a "non-profit" for years in order to fraudulently extract data from society for free until it got valuable enough to convert to a "for profit" and enrich its founders? Did I get that right Elon Musk?

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Given Stargate announcement, you can assume US Government holdings will include technology companies, digital infrastructure companies building AI and Bitcoin data centers, and select energy assets.

Mike Alfred (@mikealfred) 's Twitter Profile Photo

Trump crypto czar David Sacks is holding a press conference tomorrow at 2:30pm EST. Senate Banking chair Tim Scott is also joining. My gut says to expect potential fireworks. The risk as always is that you don’t have enough Bitcoin. Be careful out there.

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David Sacks: "One of the first things President Trump asked us to look at in the working group is the feasibility of a Strategic Bitcoin Reserve" BOOM

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He added that if people wanted to learn more about Bitcoin in the context of the new Sovereign Wealth Fund they should speak to Lutnick

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Blackrock filed a 13G today disclosing that on 12/31/2024 it had accumulated more than 18.6M shares of Cipher Mining (CIFR), representing 5.4% of the company sec.gov/Archives/edgar…

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Treasury Secretary Scott Bessent went on Fox Business today and said he and Trump are focusing on bringing down the 10 year yield. The 10 year is a key benchmark for home mortgages and a key driver of risk sentiment. If they are successful, asset prices will explode higher.

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If everyone understood Bitcoin already, it would trade for $10,000,000 per coin. Be thankful for the ignorance of the masses. It is quite literally your opportunity for salvation.

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I just heard that D.R. Lewis ⚡ is in his final hours of hospice and I’m very sad. He was a kind person and a great investor. We really need to make the rest of this cycle count in his honor. I will share more details as I hear them.

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The DXY absolutely TANKING today, down almost 60 basis points to 107.32. We are getting very close to the full scale breakdown that astute dollar watchers have been looking for since the beginning of the year. Sub 100 is coming and with it a massive pump in risk assets.

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Keith Meister's hedge fund Corvex Management took a 1.18M share stake in IBIT during Q4 2024 according to the 13F filed today. This is the smartest money on the planet. If you don't own Bitcoin, are you dumb enough to think you are smarter than Keith Meister? More coming soon.