Summary: BTC bottomed at $98,900 and will rip to $126,000+; author sees the dip-and-slingshot pattern playing out.

They took it to $98,900. Now they will take it to $126,000+

Different day, same story. Learn the patterns.

Wouldn’t it be funny if they take BTC to $100,000 or just a touch lower and then slingshot it right back to $126,000? So hilarious. I love markets 🤣🙏


Summary: Added to Novo Nordisk position at $46.85-$46.92; live long.

structural marker; pre-classified as canonical yfinance ticker

@DGrantWin I just bought more right now at $46.85-$46.92

@mikealfred Novo getting more attractive ?


Summary: Long IREN with high conviction via structural informational edge; dismisses all bearish influencer commentary on the stock.

If you want to generate exceptional long term returns above an index, you need to have an edge. It has to exist and you have to be able to identify it, whether it is structural, informational, analytical, behavioral etc

The vast majority of people (95%+) spouting off about investing on X have no long term edge.

For example, over the last 2.5 years dozens of seemingly intelligent influencer types on here with decent followings have posted about how IREN is a bad company or bad stock that would never go up, never hold its gains, never achieve anything meaningful.

I ignored all of them without a second thought. Why? Because there was a nearly zero chance any of them had any edge on IREN. Literally zero outside investors globally know more about how IREN operates internally than I do.

When you add in that I have almost zero susceptibility to FUD and FOMO and a longer duration due to my temperament and permanent capital structure, these detractors never stood much of a chance.

Remember this the next time you read a tweet about a company or asset from some random influencer. Ask yourself: do they have any edge? Are they even capable of assessing whether they have any edge?

Otherwise, you should treat almost every opinion on here as entertainment so you don’t lose too much money.

Good luck and Godspeed.


Summary: CIFR CEO touts unprecedented, accelerating demand; author shares as a bullish signal.

CIFR CEO TYLER PAGE: "I'VE NEVER SEEN ANYTHING LIKE THIS IN MY 25 YEAR CAREER...THE DEMAND IS OFF THE CHARTS AND ONLY SEEMS TO BE GETTING MORE OFF THE CHARTS"


Summary: Bullish CIFR with targets of $30-50 near-term and $100+ long-term; dismisses recent dip to $21 as a fake-out by shorts/MMs.

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.


Summary: Raises OPEN price target to $37 on 32.5%/45% higher revenue/EBITDA forecasts, driven by lower rates and tokenization optionality.

I spent the day working on my OPEN model and after meaningful consideration, I am updating my price target from $25 to $37. I am increasing my revenue and EBITDA forecast by 32.5% and 45% respectively. Lower rates and tokenization optionality have shifted the curve significantly.


Summary: Both IREN and CIFR look attractive from here.

@ZeroHedge_ @Tradingalpha_ IREN and CIFR look pretty good

$SOL

Clearly in stage 2 uptrend 🚀

Now testing local resistance 👋

Phantom indicator turned bullish 🔥 https://t.co/fNzk0vQqtO


Summary: Strongly bullish IREN and CIFR; dismisses Chanos's short thesis as ignorant and calls for buying both with impunity.

If Jimbo is short IREN and CIFR, he’s going to get absolutely crushed. He has demonstrated repeatedly he has no idea what’s going on in this market.

You can go long with impunity here!

@mikealfred @altols You and I both know that no one is going to pay a premium for colocation deals with power subject to the ERCOT wholesale spot market, Mike. Because that’s where $IREN is buying its power from.


If Jimbo is short IREN and CIFR, he's going to get absolutely crushed


The company is executing even better than I expected and likely has 1-2 aces up its sleeve that the market isn't thinking about now. Best in class. May chase it, if necessary.

Summary: Bullish ASST, may buy more above $1.30 to reach 1.5M shares; company executing better than expected with unpriced catalysts.

I wasn’t planning on buying more ASST over $1.30 but I may have to if I want to get up to 1.5M shares. The company is executing even better than I expected and likely has 1-2 aces up its sleeve that the market isn’t thinking about now. Best in class. May chase it, if necessary.


Summary: Long CIFR with year-end price range $20-25 low end, $50-60 high end.

@ducks2007quack $20-25 low end
$50-60 high end

@mikealfred What do you think $Cifr can reach by year end?


Summary: CIFR breaking out slowly; targets $20-25 despite manipulative price action holding closes under $16-17.

CIFR appears to be making a slow motion breakout. CIFR has been the trickiest trade in the group as its price action is frequently highly manipulative. I suspect they will try to hold the daily closes under $16-17 area for as long as possible. It could go to $20-25 in one day.


BITCOIN IS IMPULSIVE. NEW ALL TIME HIGHS INBOUND WITHIN 16 DAYS.

Summary: Expects Bitcoin to reach new all-time highs within 16 days based on impulsive price action.


Summary: Added 100K shares of ASST; holding 1.36M total and willing to buy more on dips.

I have purchased another 100,000 shares of ASST at $1.17 and $1.18. Now holding 1.36M shares and looking to add on weakness. https://t.co/vxDkrETfSE


Summary: Speculates Oracle may announce a deal with CIFR at next week's cloud event, implying positive catalysts for both.

Next week is a big Oracle cloud event. One has to wonder if Oracle is doing a deal with CIFR and if they are rushing to finish and announce in advance.


One has to wonder if Oracle is doing a deal with CIFR and if they are rushing to finish and announce in advance


Anyone who says it isn't possible doesn't understand Bitcoin

Summary: Endorses $160K-$170K BTC target for this year; dismisses skeptics.

@Volatx_intern Anyone who says it isn’t possible doesn’t understand Bitcoin

@mikealfred maybe a spike down and we go up? I still feel this is like the 2020/21 rally and we still go up from here!
STill think $160K-$170k is possible this year for $BTC


Summary: Hints at imminent major catalyst for CIFR, implying bullish breakout continuation.

@cantonmeow Possible major news coming within weeks

So far, $CIFR weekly candle is above previous all time high, which points to a possible breakout here. https://t.co/YyqlipwiAs


Summary: Contrarian bullish call on SBET; author sees a bottom forming.

@pakpakchicken Bottom signal. We are close.

it's time to move on from $sbet

consistent underperformer. Goes down faster + goes up slower. Total shit show. My apologies for this recommendation. At least I waited for retrace for buy signal, so it's not far.

I've not sold. Feel free to dump this trash stock on me.


Summary: Bullish ETH to $6K-$8K; BMNR and SBET will outperform as leveraged ETH proxies similar to MSTR's run last fall.

When Ethereum goes to $6,000-$8,000, BMNR and SBET will run like MSTR did last fall. You don’t have to like any of this, but it will happen anyway.


BMNR and SBET will run like MSTR did last fall


Summary: Cantor reiterates Overweight on IREN post-MSFT deal; calls it 'The Vertically Integrated Neocloud' with low-teens to 50% IRRs.

Cantor reiterates overweight on IREN after MSFT deal and earnings. Says  “the deal was much larger and more sophisticated than originally thought” and modeling low teens to 50% IRRs depending on financing and residual value. Cantor calls IREN “The Vertically Integrated Neocloud” https://t.co/8O5OzQLIM3


It's not "stretched" at all if you actually understand the underlying business and associated demand drivers

Summary: Disagrees that IREN is stretched; bullish on underlying business and demand drivers.

@TheLongInvest It’s not “stretched” at all if you actually understand the underlying business and associated demand drivers

$IREN has a technical move to $55 here

But man is this stretched from $5 in June to $43 today in the PM.

Well done to all holders. https://t.co/0F14Yn5di0


Summary: Long BKKT as a play on Bitcoin, stablecoins, and AI converging in regulated US finance over the next 5 years.

If you think Bitcoin, stablecoins, and AI will be at the center of regulated finance in the US over the next 5 years, it's a great time to take another look at BKKT. Bakkt sits at the nexus of the most important trends in global finance at the moment.


Summary: BTC to $130,000+ soon; author dismisses technical nuance as irrelevant to the inevitable upside move.

@MatthewHyland_ None of this will matter. $130,000+ soon. Pre-programmed.

#BTC Weekly

Hidden bullish divergence can be created for the first time since April https://t.co/FjPE5Xnh15


super bullish for the longevity of the Bitcoin cycle. Only long term Bitcoin HODLers and advanced investors will make money on a risk adjusted basis

Summary: MSTR's S&P 500 exclusion is bullish for Bitcoin cycle longevity; only long-term HODLers will profit on a risk-adjusted basis.

Microstrategy not getting in to the S&P 500 is super bullish for the longevity of the Bitcoin cycle. If you don’t understand this, you should not be here. Only long term Bitcoin HODLers and advanced investors will make money on a risk adjusted basis.


Summary: Endorses CIFR closing the 300MW Black Pearl deal; bullish on team execution.

@BTCStocksInvest They will get it done. One of the best teams in any business, period.

Just learned $CIFR team working real hard to finalise the entire 300 MW Black Pearl deal before October 28th 👀 Many moving parts, including moving around the miners, but team confident this will get done !


Summary: Long IWM on imminent breakout from 5-year consolidation; long BTC to $146K; macro turning accommodative.

Think about it. IWM is on the verge of a major breakout from a 5+ year consolidation and BTC is headed to $146,000. Macro is flipping accommodative. The only terrible decisions you can make right now involve selling too much or selling too soon. Do NOT F this up. Seriously.


Summary: Cantor Fitzgerald raises IREN price target to $142; author shares bullish analyst call.

BREAKING: CANTOR FITZGERALD RAISES IREN PRICE TARGET TO $142 https://t.co/3bnMQwYAEq


CIFR is likely to announce an AI co-location deal for all of Black Pearl's 300MW before Thanksgiving. This is a massive deal and it is not priced in. Fade CIFR at your own risk.

Summary: Bullish CIFR ahead of expected 300MW AI co-location deal announcement before Thanksgiving; not priced in.

Quick and friendly reminder:

CIFR is likely to announce an AI co-location deal for all of Black Pearl’s 300MW before Thanksgiving. This is a massive deal and it is not priced in.

In addition, I suspect they will launch a test cloud of 20MW.

Fade CIFR at your own risk.


Summary: Bitcoin volatility expected to spike within 25 days, implying a significant price move.

@BritishHodl Vol will spike within 25 days.


Summary: Bullish CIFR expecting 1-2 more deals this year; insane demand environment and world-class team.

I told my wife yesterday that I think CIFR announces at least one more deal this year. Honestly, they could do 2 more. This demand environment is insane. Do NOT bet against world class teams.


Pharma is about to get hot. I can feel it deep in my bones. Do not fade this.

Summary: Bullish pharma sector; urges not to fade the coming move.


Summary: Implicitly endorses $200+ IREN target; author was bullish from $1 and reaffirms the upside thesis.

@ChristianSotoNJ @BG2Pod When I said it at $1, I was told it was too high and not possible

@mikealfred After listening to Jensen’s recent podcast on @BG2Pod I think $IREN $200+ is low.


Summary: Actively bidding to add more ASST shares; bullish but concerned entry under $1.30 may be hard if BTC stays above $100K.

I am bidding for more ASST but I am concerned that unless BTC goes back under $100,000, it may be difficult to buy a large amount of shares under $1.30 going forward.


I've been accumulating both for months preparing for defensives to come back with a vengeance at some point next year

Summary: Long both BMY and MRK via ongoing accumulation; expects defensive pharma names to outperform next year.

BMY clean beat on earnings with strength in Eliquis and Opdivo. Guidance raised. MRK initially weak but has flipped green. I’ve been accumulating both for months preparing for defensives to come back with a vengeance at some point next year. https://t.co/yzRuFMXwti


Summary: Short-term distress/forced liquidations in BTC treasury companies will cleanse the market, then Bitcoin heads higher.

I’m hearing there is some distress in the Bitcoin treasury company group. There will be forced liquidations as part of this process. This is what happens when you have a bunch of inexperienced people trying to be Michael Saylor. Healthy cleanse then higher. Patience required imo.


Summary: Endorses bullish ETH cycle-target thesis by invoking Fundstrat's track record; implied long.

@Freedom_By_40 Don’t bet against @fundstrat

$ETH cycle targets.

Looks great imo for continuation.

The green box I think is very realistic, the pink box is still possible extension wise but I find it less likely at least at this point. https://t.co/c8GjGMlvZT


Summary: Long IREN on multi-decade AI and Bitcoin compute factory buildout; committed long-term holder.

IREN is building massive AI and Bitcoin compute factories of the highest quality. It is monetizing physical assets along a multi-decade arc. Most people aren’t capable of thinking this big or staying interested this long. I can. And I will be here as long as it takes. Watch.


Summary: Long CIFR with $25-30 price target on closing next 100-300MW deal and initial financing completion.

I estimate CIFR will be worth $25-30 by the time they close the next 100-300MW deal and complete initial financing. Markets are hard. But occasionally, it’s pretty easy to make money.


Summary: Bullish CIFR: shakeout spooked weak hands but Google deal ownership, high-margin revenue, and more deals incoming justify holding.

They scared a lot of beginner investors and salad hands out of CIFR today. Very tricky. Now they’re walking it back up after hours as the zero coupon convert likely oversubscribed. All noise. The critical thing is CIFR owns 100%. Google. High margin revenue. More deals otw. Hold!


Summary: Author agrees MSTR is near a bottom, implying upside from current levels.

@ColeMacro Agreed. I was just thinking we are probably getting close to a bottom in MSTR on my run yesterday.

See the comments for the charts I mentioned yesterday - showing why I believe that both Bitcoin and MSTR vs. Bitcoin are looking attractive at current levels. I go over four charts - Bitcoin relative to MSTR, Bitcoin, DXY, and Bitcoin relative to Gold. All point to now being a


Bitcoin smells bear blood. Bitcoin smells the end of the shutdown. Watch and learn.

Summary: Bullish BTC; expects it to front-run the liquidity surge from US government reopening.

Bitcoin is a liquidity sniffing hound. It will sniff out the US Government re-opening and the corresponding liquidity surge before any other asset. It has a long track record of doing this kind of thing. This dog can hunt!


I bought more of both today. It's a buy and hold until at least November/December

Summary: Bought more SBET and BMNR today; holding both at least through November/December.

@henry35091373 I bought more of both today. It’s a buy and hold until at least November/December

@mikealfred hey Mike, your thoughts on SBET and BMNR?


Summary: Actively averaging up in ASST, adding 50k shares at $1.35 and $1.37 with more bids stacked below.

I am averaging up in ASST today. Added 50,000 shares each at $1.35 and $1.37 and have bids stacked below. Please, lettuce hands, bring it down a bit further 🙏 https://t.co/jxd1BaLPT1


Summary: STZ has priced in the worst; brands fundamentally sound long-term, stock unlikely to fall further.

As I said in Spaces the other day, Constellation Brands $STZ earnings would not be great but the stock is unlikely to fall much further because it's already pricing in the kitchen sink. There is nothing wrong with Pacifico, Modelo, or Corona in the long run. Stock +3% after hours


Summary: Bullish Bitcoin; extends the epic outlook to 60-90 days rather than just 30.

The next 30 days will be epic for Bitcoin.


Summary: Long CIFR to $30-50 within 4-8 weeks.

@cantonmeow $30-50 inbound within 4-8 weeks imo

I still think that there's a possibility of October being a God Candle for $CIFR. We'll see.


Summary: High-conviction long BTC: major cycle move begins within 7-12 days, 85% confidence, nothing stopping it.

I have been meditating on this for dozens of hours on long runs in the high mountains over the last couple weeks and I believe the crux cycle move for Bitcoin will begin in earnest in the next 7-12 days with 85% confidence. There is nothing to stop it now. Hang tight.


Summary: Calls equity market bottom tomorrow/Friday with steep rally into Thanksgiving; Bitcoin included in the same bullish call.

Seasonal low in equity markets occurs on Oct 27 on average. We are couple days late due to the Fed but my best guess says we bottom out intraday tomorrow or Friday and begin a very steep rally in to Thanksgiving. Bitcoin inclusive.


Summary: Reaffirms bullish stance on Regeneron at ~$494; endorses the initial position as still attractive.

Still like this one. https://t.co/tZwEGU7iBd

Took an initial 2,500 share position in Regeneron $REGN at the close near $494. First time back in this name since exiting in 2020. Way too cheap.


I bought more Decembers. Up to 4,750 of those little guys now. 20k of the Novembers. I don't lose any sleep. This is all part of my strategy.

Summary: Added to IBIT $90 call positions (4,750 Dec / 20k Nov contracts); remains confident in the thesis.

@pei_liu3 I bought more Decembers. Up to 4,750 of those little guys now. 20k of the Novembers. I don’t lose any sleep. This is all part of my strategy.

@mikealfred Think we’re still good on those 11/21 and 12/19 IBIT $90 calls? 😅


Summary: Implicitly bullish BTC; advises getting exposure in case the rally continues.

@elerianm You might want to get some in case it catches on

A new record for Bitcoin prices:
Bitcoin traded above $125,000 earlier this morning before pulling back somewhat.
#bitcoin #crypto #markets https://t.co/OL9qt1wQ8W


Summary: Closed all gold positions and redeployed proceeds into Bitcoin at $106K; bullish BTC over next few months.

Sold all my gold today. All my GLD, gold bars, and jewelry. All of it. And I used the proceeds to buy more Bitcoin at $106,000. Let's see how this turns out over the next few months.


Summary: CIFR will climb to #3 on the growth leaderboard; bullish forward claim.

@StockSavvyShay @FuturumEquities I told you CIFR will be #3 soon. Tick tock


Summary: Dismisses recent crypto market event as a non-event; expects prices to be higher in weeks and much higher by December.

Broad crypto: BTC+ETH as primary proxies

@HodlMagoo Non-event in terms of the full cycle. We will be higher in a few weeks and few will even remember it by December.

I really don’t think people have grasped what the ramifications are of what just happened in the crypto markets. https://t.co/WIDddJ0Htu


Summary: Recommends buying CIFR, calling it the next mover in the AI infrastructure/data center theme.

@nic_carter We love having you in the cap table, Nic.

Pick up some CIFR too. They are next.

aside from the obvious story of the day ORCL, pops for CRWV, IREN, GXLY, APLD, NBIS

i own all the above except for oracle and nebius


Summary: Reluctantly bullish on CIFR; expects a moon rather than a retrace if forced to pick a side.

@cantonmeow You’re saying: it’s do or die

I’m saying: it’s not the binary fundamentally but if I had to choose I would guess we moon

$CIFR
Retrace or God candle
I see no other way


Summary: Holds Bitcoin; dismisses macro data as irrelevant to the position.

PPI to be released today at 08:30 ET from the U.S. Department of Ever-Being-Revised Data (aka the Statistical Bureau of Spoof)


Summary: Agrees BTC will hit ATH before end of September, possibly sooner.

Bitcoin ATH, before the end of September.


Summary: Buying TGT, STZ (bottom may be in), adding to PEP and BMY as defensive barbell ahead of potential downturn by 2026.

Seems like the bottom may be in on TGT and STZ. Also topping up PEP and BMY. Building out the barbell for the next major downturn (could be several years out but possibly as soon as 2026).


Seems like the bottom may be in on TGT and STZ


Summary: Bullish on IREN; endorses it as a leader.


Summary: Initiated 1M+ share position in ASST; views it as a top BTC Treasury company at an attractive valuation.

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 💪 https://t.co/b7CsRpvaod


Summary: Bought CLSK ahead of dinner with CEO, expecting to turn bullish after the meeting.

Getting dinner with Cleanspark CEO @smatthewschultz tonight. I have a feeling I'm going to be pretty bullish after the steaks so I smash bought some CLSK right now just to be safe. Better safe than sorry.


Summary: Implicitly bullish BTC; counters parent's $143k October target with $146k, signaling a higher price expectation.

@stuckonstocks Make it 146k and we have a deal

@mikealfred 143k by October 20th is what i plotted 5 months ago https://t.co/aSJ4qRYjlt


Summary: Implies parent is insufficiently bullish on IREN; author is more bullish.

@StockMKTNewz You are not bullish enough

I just got a ad for $IREN in my Uber 😂 https://t.co/dKfNHFFOD5


Summary: Shares/endorses Cantor's bullish thesis on IREN as a potential top AI cloud company given unique power ownership and GPU cluster expertise.

From Cantor: “IREN is unique as it owns its own power and has the data center expertise to stand up its own GPU clusters, and given how much power IREN has, it could conceivably be one of the largest AI cloud companies in the world”

🎯

You heard it here first. https://t.co/jP4yfHeeVa


Summary: Long NVO, citing Ozempic/Wegovy as the key driver.

@gunsnrosesgirl3 Ozempic and Wegovy

Long $NVO

What’s your first thought when you see this https://t.co/zzWLgq1FmA


Summary: Consumer Staples at multi-decade relative lows vs S&P 500; author sees a bounce incoming for STZ, PEP, DEO, TGT and the sector.

STZ, PEP, DEO, TGT, etc

Almost time to shine. Healthcare hit the same level a few months back and then bounced.

Relative to the S&P 500, the Consumer Staples sector is at its lowest since September 2000 https://t.co/9c6xlE7qbG


Almost time to shine. Healthcare hit the same level a few months back and then bounced.


Summary: Bullish equities, crypto, and IWM breakout; sees dollar weakness and rate drops as catalysts with seasonality kicking in next week.

Don't be fooled by this temporary weakness in equity and crypto markets. The dollar is weak and about to turnover again. The 10 year yield is resting gently at 4.1%. Rates are about to drop. The IWM is already in breakout mode and seasonality kicks in next week. Primetime. $$$


Don't be fooled by this temporary weakness in equity and crypto markets


Summary: Rosenblatt raises CIFR price target to $33; relayed bullish call adopted.

Rosenblatt Securities raises CIFR price target to $33 https://t.co/MqpVq3UW9T


Summary: Bullish Russell 2000 breakout from multi-year consolidation to ATH; broader risk assets to rally hard on the move.

The Russell 2000 small cap index is on the verge of a major breakout from a 4+ year consolidation to all time highs. I have been warning about this for a year. When this happens, risk assets are going to go ballistic. Ignore the doomers and kid analysts. They are money losers.


Novo Nordisk is so incredibly undervalued. Watch for the beginning of the big run.

Summary: Bullish NVO; author calls it incredibly undervalued and expects a big run to begin.

$NVO says its obesity drug Wegovy cut the risk of heart attack, stroke, or death by 57% vs $LLY 's Zepbound in a real-world study of 20,000+ adults with obesity and heart disease (but no diabetes).

Even when looking at all patients, not just those who took the drug every week,


Summary: Long TLT to $100, short DXY to 90, long BTC to new ATH above $150K.

TLT heads back to $100
DXY heads back to 90
BTC heads to new all time highs above $150,000
Valhalla cometh


BTC heads to new all time highs above $150,000


Summary: Long BTC as it will front-run the US government reopening liquidity surge before any other asset.

Bitcoin is a liquidity sniffing hound. It will sniff out the US Government re-opening and the corresponding liquidity surge before any other asset. It has a long track record of doing this kind of thing. This dog can hunt!


Otherwise it's still uninvestible for me

Summary: OPEN is uninvestable without governance/board improvement; bearish stance unless Eric Jackson joins.

@Kal13083415 @ericjackson I’m a fan of Eric. If OPEN is smart, they will bring Eric onboard ASAP. Otherwise it’s still uninvestible for me. My investment approach requires a high functioning board and good governance to achieve long term results.

@mikealfred @ericjackson Are you a fan of $OPEN as well?


I suspect the price will already be $25-30. That's how we get in to the $30-50 range before end of year

Summary: Long CIFR: expects $25-30 on next deal announcement, then $30-50 range by year-end.

When CIFR announces another deal in the next month, I suspect the price will already be $25-30. That’s how we get in to the $30-50 range before end of year. Watch and learn.


Summary: BTC heading to $130,000+ regardless of Bollinger band compression.

@MatthewHyland_ Won’t matter. $130,000+ pre-programmed.

#BTC Monthly Bollinger bands are at the most extreme levels in BTCs entire history 🚨

The most compressed squeeze in 15 years: https://t.co/mEfxa05P7l


Summary: Bullish BTC; expects imminent move higher as October seasonality kicks in.

Bitcoin will start to sniff out Uptober imminently. Patience.


Summary: Endorses bullish IREN setup; cites good fundamentals supporting the monthly Bollinger band expansion.

$IREN monthly
Above 0.886
Full monthly Bollinger band expansion
What is this behavior called? https://t.co/IyVgnHtIyu


Summary: Dismisses Bitcoin monthly tweezer-top as a major top; firmly bullish.

@cantonmeow There is zero conflict. There is no world in which this is a major top.

I see a tweezer top formation for #Bitcoin monthly, which is bearish.
I also see $IWM and #Ethereum breaking out on higher time frame and about to get really bullish.
I am in conflict in terms of what to think, unless if we have a strong Sunday pump to close the month. https://t.co/KBFv8EkNY2


Summary: Bullish BTC to $146K; RSI reset seen as a slingshot setup.

@MatthewHyland_ Loving this. This is almost certainly the $146,000 slingshot.

#BTC 4 HR RSI now lowest since April/June lows


Summary: Averaging up, now holds 1.2M+ shares; actively bidding for more ASST.

I have purchased another 50,000 shares of ASST at $1.22. Bidding for more. Averaging up. Holding more than 1.2M shares now. https://t.co/e6vdYpwPqE


Summary: Holds every share of IREN with no plans to sell; committed long position.

@theBTCMiningGuy I already have one of those.

I have never sold a single share of IREN.

No plans to do so in the future.

Unlike a lot of other people in this industry, I pay my taxes on the RSUs out of other income.

@mikealfred Don’t spend it all on some fancy record player


Bitcoin is stronger. Perkier. The steep part of the bull begins now.

Summary: Bullish BTC; expects September to be green and the steep phase of the bull market to begin now, contrary to bearish consensus.

It’s September 1st. You can feel that the energy in the air is different. It’s cooler. Fall is coming. Bitcoin is stronger. Perkier. The kid analysts are still in their beds, thinking September will be red. But again they will be stymied. The steep part of the bull begins now.


Summary: BTC will turn higher shortly, preventing MSTR from falling to 170.

@noD7R @JavierHermosa21 Maybe but it won't get there because BTC will turn higher shortly. Watch and enjoy.

@mikealfred @JavierHermosa21 No. Bring $MSTR to around 170. Then we can talk about value again. Right now still overcapitalized like most Treasury companyies except maybe $SQNS


Summary: Bullish IREN on strong fundamentals; terse but decisive quality verdict.

@sam_badawi IREN has great fundamentals if you actually understand the company

My portfolio right now leans more toward value-growth names. I consider myself a growth investor with a higher-than-average risk profile, but right now I see asymmetric opportunities in $AMZN, $RBRK, $NOW, and $TOST. Let’s set those aside and address other themes.

Commoditized


Summary: Bullish CIFR; fundamentals support a move well above current all-time highs.

@Jake__Wujastyk Fundamentals say much higher

$CIFR Trading right at previous all-time highs.

A break above these highs and the 1.618 extension of the Sept '21 to Dec '22 is in play at $24.66. https://t.co/dhCkXoXucv


Summary: Bullish IREN with a $200 target.

$IREN Wrapped day at the 2.272 fib.

I’m quite pleased with the close above $36.16. https://t.co/U7GzyXPE5i


CIFR is a major data center player now. This is just the first of many. the Cipher deal is incredibly bullish long term

Summary: Bullish CIFR long-term on Google partnership/data center deal; expects more deals to follow.

The entire market is taking a little breather here but don’t be confused: the Cipher deal is incredibly bullish long term. Cipher will maintain 100% ownership of the site and gets Google as a shareholder. This is just the first of many. CIFR is a major data center player now.


Pay attention to the people who are bearish on Bitcoin here near the lows. You can make many millions of dollars in the near future by simply doing the opposite of these people repeatedly.

Summary: Strongly bullish Bitcoin near current lows; doing the opposite of bears will generate massive returns.


Summary: Endorses parent's CIFR bullish math; says market is not bullish enough on CIFR given its 450 MW vs NBIS's 300 MW deal adding $8B market cap.

@BitfuryGeorge I have and I am certain we are not bullish enough.

$NBIS just did a deal for 300 MW and added $8 BN to its Market Cap. $CIFR has 450 MW energised and available NOW. You do the math. 🚀


Summary: BTC targets $146K then $172K from current levels.


Summary: Bullish crypto into Q4; calls current selloff a manipulative liquidity sweep designed to shake out weak hands before a generational rip.

This is a textbook example of a manipulative liquidity sweep. It looks like they got a lot of lettuce hands completely out here. Just a few more kid analysts and chart traders need to get stopped out and then we should begin the Q4 rally promptly. A story as old as time.

This is smart. The market makers should take all the proxies down as hard as they need to insure the fewest people possible are onboard for the generational rip that’s coming over the next few months. A story as old as time. Do not cry later that you fell for this move. It’s fake


Summary: Bullish NVO; expects recovery despite weak price action and momentum-trader neglect.

@thebsar It's simple. Everyone is a MOMO trader now. If something looks weak, the bandwagon traders don't want to own it. Give it time. It will come back.

@mikealfred I’m really surprised more people aren’t buying $NVO.


Summary: After meeting CIFR CEO, suggests the bearish case may be too conservative — implied bullish lean.

@ericjackson Had lunch with the CIFR CEO today in NYC and we might be too bearish

Someone asked me so I will say it here: my long term goal (3 years) is $CIFR over $100 and $300 in 5 years (which would make it a 100-bagger).

I expect deals to start getting announced with CIFR soon and before year end

My Feb 1 target (hope) is this gets to $30. I think it’s


Summary: Long IWM/small caps, BTC, ETH to new ATHs by end of next week; DXY/rates/yields all headed lower.

The IWM has cleanly broken out above the $244 level. Small caps will start to lead here and BTC and ETH will both make new all time highs shortly, probably by the end of next week at the latest. Rates, yields, DXY all headed lower. It's go time. Uptober is here.


BTC and ETH will both make new all time highs shortly, probably by the end of next week at the latest


Summary: Endorses buying Bitcoin; implies a couple million is insufficient without BTC exposure.

@TheBTCTherapist Agree. You can’t really buy much with it anymore. Buy Bitcoin.

@mikealfred What’s a couple million honestly.

Chump change.


Summary: Strongly bullish CIFR on a 15-year AWS deal; author claims to have predicted this.

BREAKING: CIFR HAS SIGNED A 15 YEAR DEAL WITH AMAZON AWS.

YOU WERE WARNED.


Summary: Bullish BKKT on share-class simplification reducing institutional barriers; decisive 'do not bet against' endorsement.

Today we announced that we are collapsing the dual class share structure at Bakkt in to a single class of common. This will reduce the barriers for institutional shareholders to take positions. Akshay is an absolute wiz at this stuff. Do not bet against this team. More to come.

Major simplification underway → $BKKT moving to a single share class effective ~Nov 03 2025.

Streamlined. Stronger. Shareholder-aligned.

You asked, we delivered  ✅

@Bakkt to the grind ⚒

🔗 https://t.co/mHbnzes6t7


Summary: Holds IREN shares in 3 accounts plus unvested RSUs and options; live long position.

@Lazarus_Capital Yes I have IREN shares across 3 different accounts and I also have unvested RSUs and options

@mikealfred lol so your position is even bigger?!?!? 🤯


Summary: Bullish IREN; implies further upside for those who study the company now.

@Mr_Derivatives No, it was inevitable if you actually understood the company in advance. Not too late to study up.


Summary: Implicitly bullish BTC over fiat currencies given inflation and rate-cut environment.

@philbak1 Fiat = political
Bitcoin = apolitical

Choose wisely

Stocks on all time highs

Gold on all time highs

Federal debt on all time highs

Five year cumulative CPI inflation of 24% (!!!)

Can someone explain to me as if I were a young child or golden retriever how it is appropriate to CUT RATES in this environment?


Summary: Bullish DEO at all-time low multiples; showing signs of life after trading like death.

Diageo is the largest spirits producer in the world. It owns Guinness, Johnnie Walker, Smirnoff, Captain Morgan, and other global brands. It’s trading like death. But it’s showing signs of life down here at all time low multiples. DEO is exactly the kind of situation I like. 👀


Summary: Relays OTC desk intel: BTC supply exhausts within 2 hours of futures open tomorrow, price needs to reach $126K–$129K to restock; implicitly bullish near-term.

I just got off a 20 minute call with THE guy who runs the most important OTC desk. He says at the current pace they will be completely out of Bitcoin to sell within 2 hours of futures opening tomorrow unless the price goes to $126,000-$129,000 (his estimate). Things getting wild.


Summary: Targets $146K for Bitcoin before the $155K level cited in parent; implicitly bullish.

The weekly stochastic RSI has crossed bullish again!

This signal has flashed 9 times before in this cycle, triggering an average rally of 35% 👀

If this crossover plays out similarly, we're looking at a target of $155.000 for #Bitcoin.

Pump it. https://t.co/QL47pSPpWZ


Summary: Bullish CIFR; high probability of a major AI co-location deal by year-end is a major catalyst for shareholders.

I think the odds of CIFR signing a major AI co-location deal of at least 150-450MW by the end of September are approaching 55%, or slightly better than even money. By October end, 70%. By November end, 85-90%. In summary, Valhalla for shareholders is near. Hold on tight.


Summary: Bullish on both CLSK (undervalued) and IREN (top company in space, board member); prefers IREN.

@kletstryit I think it is undervalued but I’m already on the board of IREN and that is the top company in this space

@mikealfred Damn does that mean Clsk is not undervalued since not joining board?


I'm already on the board of IREN and that is the top company in this space


Summary: Endorses parent's bullish IREN view; not concerned by the pullback.

Charts like $IREN are exactly why I don't understand the panic today..
It hit a $74-75 target, and pulled back into the 9EMA.
Holding the 9EMA on pullbacks is still VERY strong..
Until there is bigger market-wide breakdowns, I just don't see the need to panic. https://t.co/AoaaQi2uMV


Summary: Strongly bullish BTC; believes the $98K-$102K buying window is closing and prices will move significantly higher soon.

I am getting the very strong feeling deep in my bones that we are rapidly running out of time to buy Bitcoin in the $98,000-$102,000 area. Could be hours, could be weeks. Maybe up to a month. But at some point soon, I'm highly confident we will all wish we had smash bought corn.


Summary: Bullish BTC during US government shutdowns; implies price tends to rally in that context.

When the US Government shuts down, Bitcoin stays open (and likes to run).


Bitcoin is going to break definitively over $125,000 and then we can run hard for 3-15 months

Summary: Long BTC above $125K and ETH above $5K; expects 3-15 month bull run after breakouts.

Bitcoin is going to break definitively over $125,000 and Ethereum is going to break definitively over $5,000 and then we can run hard for 3-15 months. This is your window of opportunity. Do not fumble the football.


Ethereum is going to break definitively over $5,000 and then we can run hard for 3-15 months


This most recent move down in Bitcoin is little more than an expertly managed liquidation cascade. It's all technical, zero fundamentals. Just noise in the long term

Summary: Bitcoin dip is technical noise with no fundamental basis; long-term bullish, pain only for levered shorts short-term.

Everyone calm down. This most recent move down in Bitcoin is little more than an expertly managed liquidation cascade. It’s all technical, zero fundamentals. Just noise in the long term but painful to levered longs in the short term. Let the liquidity arbs play games. Focus & win


it's far too early to sell CIFR. Basic logic. Barely anything has even happened yet.

Summary: Too early to sell CIFR; implicitly bullish as the move hasn't materialized yet.

@penny_ether @Skeptical1704 You’d be surprised how well this works

And yes it’s far too early to sell CIFR. Basic logic. Barely anything has even happened yet.

@Skeptical1704 Maybe I should just defer to @mikealfred ... once his landscapers talk about $CIFR it's time to sell.


PLTR is not a real leader. It's a meme stock now. Same with HIMS. Those two going down is a sign of a healthy market, nothing more.

Summary: Dismisses PLTR and HIMS as meme stocks heading lower; sees a big risk-asset rally still ahead.

@TheShortBear PLTR is not a real leader. It’s a meme stock now. Same with HIMS. Those two going down is a sign of a healthy market, nothing more. The big risk asset rally is still ahead.

signs of exhaustion across the board and in leaders today. Take notice when leaders reject hard, even engulfing recent bullish behavior.

$PLTR & mag7


Same with HIMS. Those two going down is a sign of a healthy market, nothing more.

Drug Manufacturers - Specialty & Generic


The big risk asset rally is still ahead.


Summary: Added to position today; not selling.

@Bitcoinsurfer11 I am not. I bought more today. But now you are blocked!

@mikealfred Your prolly selling right now


Summary: Author expects ETH to go up, pushing back on bearish ETH view.

@dotkrueger Prepared to be unhappy then. Everything is going up, including ETH. Sorry to be a bearer of bad news.

Nothing would make me happier than for BTC to Rip, and ETH to crumble, with the smart money moving to Solana as the preferred rails solution.


Summary: Continuing to accumulate ASST shares; implicitly bullish on BTC above $126K as the exit condition.

Up to 1.66M shares of ASST now. Not stopping the buy program until BTC is above $126,000. https://t.co/ejMwpDYMhG


Not stopping the buy program until BTC is above $126,000


I don't think IREN and CIFR are close to done and they are best in class

Summary: Bullish IREN and CIFR as best-in-class with more upside; CLSK a dark horse for a big run on pivot execution.

@Invst_Informant I don’t think IREN and CIFR are close to done and they are best in class.

But agree CLSK is a dark horse here to make a big run if they can execute the pivot.

For an asset to deliver a parabolic impulse move like we're seeing now with $IREN and like we saw in $MSTR and $PLTR in 2024 the precondition is doubt.

If everyone agreed a vertical run was coming, the market would've already priced it in. Consensus kills the potential for a


CLSK is a dark horse here to make a big run if they can execute the pivot


Don't stress. It almost certainly will be.

Summary: Endorses bullish breakout for Bitcoin from Bollinger band squeeze.

@cantonmeow Don’t stress. It almost certainly will be.

#Bitcoin 4 hour chart
Bollinger band squeeze, big move coming
Please let it be bullish
Please let it be bullish
Please let it be bullish https://t.co/gBcG022Avs


Summary: Adding to long NVO position, targeting 150–200K shares; expects to buy more on post-earnings weakness.

Added 19,000 shares of NVO under $47 today. Averaging down. Targeting 150,000-200,000 shares if we get additional weakness post-earnings. https://t.co/5UT1z0ha2H


Summary: Bullish IREN: 140k GPUs and $3.4B ARR by 2026, sole scaled vertically integrated AI cloud; decisive quality verdict.

IREN is growing aggressively.

140k GPUs and $3.4B ARR by year end 2026.

World class customers like Microsoft.

IREN will be the only scaled up, fully vertically integrated, AI cloud built to serve external customers.

This is an absolute beast in the making.


The game theory optimal strategy on BTC is to hold spot/ETFs for 97%+ of your allocation so you're not time dependent. If BTC runs Q4 2025, great you win. If not, it should run Q1 2026. Only the impatient lose here.

Summary: Long BTC via spot/ETFs; expects a run in Q4 2025 or Q1 2026 with call options for added convexity.

The game theory optimal strategy on BTC is to hold spot/ETFs for 97%+ of your allocation so you’re not time dependent. Advanced players can use call options for 2-3% to add convexity. If BTC runs Q4 2025, great you win. If not, it should run Q1 2026. Only the impatient lose here.


The company is playing game theory optimal poker. This means "overplaying" is actually impossible.

Summary: Bullish IREN; author argues their negotiating strategy with hyperscalers is game-theory optimal, making overplaying impossible.

@jiahanjimliu The company is playing game theory optimal poker. This means “overplaying” is actually impossible.

$IREN Secured Power Advantage (Hand Written)

A fair skeptical question I’ve been asked on IREN is: If IREN overplays their hand, could hyperscalers can simply say, “Forget it, we’ll build ourselves.”? The answer is that hyperscalers are definitely acquiring power and building


Summary: Bought BMNR at the dip under $40; shares closed over $42.

@TomLeeTracker Thanks for the bottom call. Got some there. Closed over $42.

$BMNR just dropped back under $40 https://t.co/zdTW0lK3ls


Summary: Bullish BTC >$124K, ETH >$5K, IWM >244 all converging in October, triggering a massive global risk-asset rally.

Quick and friendly reminder:

Bitcoin will break $124,000, Ethereum will break $5,000, and the IWM will break 244 decisively, and all will happen around the same time in October, both corresponding with and triggering a massive global rally in all risk assets. Buckle up, cowboys.


The odds of a 2nd CIFR colo deal in 2025 sit around 80% in my estimation.

Summary: High-conviction long CIFR: 80% probability of a 2nd co-location deal in 2025, possibly two or more across multiple sites.

I’ve spent a lot of time thinking about it this week and I am becoming increasingly convinced that CIFR will sign not one, but possibly two or more major co-location agreements across multiple sites before the end of 2025. It’s a hunch at this stage but I’m gaining confidence.


Bitcoin always starts its biggest runs like this. It lulls people asleep, seemingly doing nothing for weeks, and then quietly and stealthily begins a steady climb. You look at it one day and then you blink and it's 30% higher.

Summary: Bullish BTC: expects a stealthy +30% surge by November, shocking retail investors.

Bitcoin always starts its biggest runs like this. It lulls people asleep, seemingly doing nothing for weeks, and then quietly and stealthily begins a steady climb. You look at it one day and then you blink and it’s 30% higher. A lot of normies are going to be shocked in November.


Summary: BTC to $130K+ in a few weeks regardless of chart signals.

@MatthewHyland_ You say that like it matters. We will be at $130,000+ in a few weeks no matter what the charts say.

#BTC Weekly RSI has opportunity to make hidden bullish divergence going forward: https://t.co/1ZGRm1nITV


Summary: Bullish on IREN; author implies market/consensus is underestimating it in the context of the Oracle-OpenAI cloud buildout.

@amitisinvesting You are not bullish enough on IREN

BREAKING: Oracle and OpenAI have signed a deal worth $300B, the largest cloud computing contract in history as per the Wall Street Journal.

Looks like we found the customer responsible for Oracle’s 350% increase in remaining performance obligations.

My goodness.

$ORCL https://t.co/DdOsO3ot07


Agree it's going up, maybe substantially.

Summary: Bullish Ethereum; expects a substantial move up from here.

@cantonmeow Agree it’s going up, maybe substantially.


I am not uncertain that we will be much higher by Thanksgiving. Put this down in your book so you don't forget.

Summary: Strongly bullish BTC; expects major upward cycle move to begin within 7-12 days, much higher by Thanksgiving.

They may try one or two more good hard shakes to get a few more lettuce hands out but then that will probably be it. This buying opportunity is almost finished. I am not uncertain that we will be much higher by Thanksgiving. Put this down in your book so you don’t forget.

I have been meditating on this for dozens of hours on long runs in the high mountains over the last couple weeks and I believe the crux cycle move for Bitcoin will begin in earnest in the next 7-12 days with 85% confidence. There is nothing to stop it now. Hang tight.


Summary: Endorses bullish CLSK thesis with moderate confidence of positive returns over next few months.

@Micro2Macr0 @CleanSpark Not sure it will be easy. But I’m pretty confident we will make money.

.@Cleanspark $CLSK is some of the easiest money you can make over the next few months. #HPC https://t.co/tJgXva1xGP


Summary: Bullish BTC: expects new highs in coming days/weeks, compressing the parent's 'months' timeline.

Two weeks ago at BTC 109k.

Starting to develop as expected. If it continues to play out like April, BTC would see new highs in coming months.


I am upgrading my September odds of a CIFR deal to 60% and October to 80%.

Summary: Raising odds of CIFR landing a major AI co-location deal to 60% by Sept and 80% by Oct; bullish stance on upcoming catalyst.

I think the odds of CIFR signing a major AI co-location deal of at least 150-450MW by the end of September are approaching 55%, or slightly better than even money. By October end, 70%. By November end, 85-90%. In summary, Valhalla for shareholders is near. Hold on tight.


Summary: Bullish price target sequence $20→$25→$30 after closing above $17; bears capitulating.

@lovejklmn Game over for the bears. $20, then $25, then $30…

@mikealfred Closed above $17, what now 😁


Summary: Long Coreweave and all high-quality compute operators; 3x is just the start as every idle megawatt gets absorbed by AI/Bitcoin demand over 5 years.

EVERY SINGLE MEGAWATT. NO EXCEPTIONS. WATCH.

EVERY single spare or idle megawatt in the United States will be used for AI and Bitcoin compute over the next 5 years and we're still short 50 GW (GIGAWATTS!!). Coreweave's 3x in 1 month is just the appetizer. Every company controlling high quality compute will re-rate massively


Summary: Endorses bullish CIFR thesis; sees additional upside from 2+ colocation deals.

@wliang Yup probably higher with 2+ colo deals

Echo blue diamond came in for $CIFR.

We all know what happens now...

We're heading towards $17.40.

There'll inevitably be volatility along the way,

But those who know what's coming will be rewarded. https://t.co/CDoAfd8qsM


I am becoming increasingly convinced that the next major CIFR deal will involve ALL 300MW at Black Pearl. Wait for it.

Summary: Highly confident CIFR will sign major co-location deal(s) by end-2025, with next deal covering all 300MW at Black Pearl site.


Summary: CIFR will reach top-5 YTD performer by year-end, implying significant further upside from current #11 rank.

@StockSavvyShay @FuturumEquities CIFR will crack the top 5 at least once by end of year. Mark it.


Summary: Added 50K shares of ASST at $1.25; now holds 1.25M+ shares and plans to keep buying on weakness.

I have purchased another 50,000 shares of ASST at $1.25. Now holding more than 1.25M shares and still looking to add on weakness. I will not relent. https://t.co/dReC6K7ugt


Summary: Strongly bullish BTC; short-term undervalued below $146K, long-term targets $1M/$5M/$10M by 2045.

As long as Bitcoin is trading under $146,000 in the short term, I will be pounding the table on its gross systemic undervaluation. In the longer term, the targets are $1M, $5M, and $10M per coin. All will happen before 2045. It’s just math.


Summary: Bitcoin's near-term volatility ends by Friday; path is higher from here.

Equity futures open green. Bitcoin trading shenanigans will come to an end by Friday at the latest. Path is higher. Mark it.


Summary: Bullish Bitcoin; now is the best time to allocate dollars to BTC.

@ThinkingUSD This is the best time in history to spend your dollars on Bitcoin.

This is the best time in history to spend your time in Crypto


I bought more Nov $90 IBIT calls today. Up to 17,000 contracts. Also added Dec $90 IBIT calls for the first time. I want maximum convexity.

Summary: Aggressively buying Nov and Dec $90 IBIT calls (17,000 contracts) for maximum convexity into Bitcoin ETF upside.

Btw, I bought more Nov $90 IBIT calls today. Up to 17,000 contracts.

Also added Dec $90 IBIT calls for the first time.

If we are going to go hard, we will go hard in this window.

I want maximum convexity.


Summary: Bullish BTC; expects price to break above $130,000.

@JoeCarlasare Uh oh Joe. Are we going to break $130,000 too fast for you? Get ready 😂🙏💪🚀

All price action when CME is closed is suspect. 🧐


Summary: Arete raises CIFR price target to $42; author shares/endorses the bullish call.

BREAKING: ARETE RAISES CIFR PRICE TARGET TO $42


Summary: Endorses bullish macro-liquidity thesis; crypto going higher from here.

@antiprosynth This is exactly how I’ve been talking about it for the last few months. We are going higher.

There is no 4-year crypto cycle.

Macro liquidity cycles just so happened to align to ~4 years in the past 10-15y.

Bear markets were consistently triggered by macro liquidity turning negative.

For the first time ever, macro liquidity is about to turn *positive* instead.

So,


Summary: Crypto cycle top not expected until mid-to-late 2026; implicitly bullish on crypto through that period.

@LayahHeilpern Yes it’s stretched out. Top unlikely into mid to late 2026.

Not gonna lie this has been one of the strangest crypto cycles yet…


Summary: Recommends buying Bitcoin as AI/robotics erode labor value; buy now while income still available.

The value of an average hour of human labor is plummeting to zero as AI and robotics take over everything. The value of an exceptional hour of human labor (@elonmusk, @sama, etc) is trending towards infinity. It’s feast or famine. My advice: buy Bitcoin while you still have a job


Summary: Decisive buy/own instruction on Bitcoin; always own it.

@SelfMadeMastery YOU SHOULD ALWAYS OWN BITCOIN


Summary: Disclosed long position in Diageo.

Have yourself a Sunday. 🤝 https://t.co/2b1pZ8q6Y0


Summary: Targets $140,000 for Bitcoin, endorsing the parent's bullish breakout thesis.

A significant, directional move is coming for #Bitcoin, soon. Consolidation range is tightening after 5 weeks of basing, and a big break out of consolidation generally follows - this should resolve in the coming days/weeks. This is what I've been talking about recently $BTC https://t.co/rktQ1KD5td


Summary: Strongly favors IREN over alternatives in the datacenter/neocloud space; confident in its positioning.

@optionscjp It’s not close. IREN is far better positioned. You will understand this soon.

With all of the datacenter / neocloud plays getting hosed this week,

I think $NBIS is the best buy out of all at this time

That’s where I’m putting anymore cash that I can allocate to this sector

Second in line IMO $CIFR

Then $IREN

Nebius is not financing anything with a


Summary: Adding to ASST position, now 2.25M shares; plans to continue buying on weakness.

I have added 250,000 shares of ASST at 98 cents. Now holding 2.25M shares and looking to add on weakness until sentiment improves. https://t.co/MCmoimK3Hh


Summary: Bought BTC under $84K; live long position disclosed.

Oh thank god I was able to buy some BTC under $84,000. Thank you lettuce hands! 🙏


Summary: Contrarian: worst traders piled into silver (exhausted buyers → bearish) and sold BTC/MSTR (exhausted sellers → bullish).

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 isn’t a vegetable.


All the worst traders and investors I know sold Bitcoin, MSTR, and other proxies this week so who is left to sell?


I'm just going to hold my 1M shares and be patient and sticky

Summary: Holding 1M shares of Opendoor long-term; patient despite ~$5 price.

@ericjackson I have barely even thought about it tbh. I’m just going to hold my 1M shares and be patient and sticky.

OPEN is back near $5. This is where most people quit — and why I’m not. https://t.co/lgvnRxLB9x


It will take OKLO next. This is basically child's play. Mark it.

Summary: Predicts CIFR will surpass OKLO next on the growth leaderboard; bullish on OKLO moving up.

I warned you CIFR would move up. It will take OKLO next. This is basically child’s play. Mark it.


Only people who have no idea what they're doing think demand is slowing. It's still accelerating.

Summary: AI infrastructure demand is still accelerating, not slowing; strongly bullish on the AI trade.

@thejefflutz This is what I’ve been saying for 6+ months

Only people who have no idea what they’re doing think demand is slowing. It’s still accelerating.

AI trade… Demand is off the charts.

I’m not sure what else people need to hear. 🤷🏻♂

https://t.co/bLLKoJBBUM


Summary: Confident BTC bull market resolves to the upside despite unusual crosscurrents and volatility.

This is undoubtedly the trickiest Bitcoin bull market in the history of the asset. There are a lot of new factors, crosscurrents, and players. I am confident this current situation will resolve to the upside. Not everyone will make it. Volatility is the price of greatness. Focus.


Summary: Decisively bearish silver; calls it a bubble and recommends selling immediately.

@DeepInference Bubble. I would sell it all ASAP if I owned any.

@mikealfred What does Mr. Alfred think about Silver?


Summary: Bullish BTC: low-volume Sunday dip could be launchpad for the next real bull market off the CME gap.

Never trust a low volume Sunday dip. Bears have to be really worried about opening up a CME gap here. Bitty could start the next real bull market out of this exact gap. Imagine the smell 🤣


Summary: Despite ugly 2025 action, odds favor Bitcoin moving higher before year-end.

Bitcoin is approaching the yearly open near $93,000 and about to put in yet another “death cross”. Ethereum is down 7% and Solana is down a whopping 27% ytd. Crypto has been pretty ugly in 2025. All that said, the odds still favor a move higher in Bitcoin before year end.


Summary: Buy BTC as a hedge against certain monetary debasement under fiscal dominance; Fed has lost control.

It may surprise you to hear this but I have empathy for the Fed. They have lost control of the situation. They have little power in a world of fiscal dominance. They are trying their best but as Lyn Alden says nothing stops this train. Monetary debasement is 100% certain. Buy BTC


Bitcoin will absolutely smoke silver in 2026. It won't be remotely close.

Summary: Bitcoin will massively outperform silver in 2026; implicitly bearish silver relative to BTC.

@generousfarm Bitcoin will absolutely smoke silver in 2026. It won’t be remotely close.

@mikealfred Yall gunna miss another 100% in silver while bitcoin stagnates and interest fades


Summary: Bullish DEO under new CEO; divestiture strategy expected to lift share price.

@Tplon2 @leevalueroach Dave is a beast

They will divest, divest, divest until morale and share price improves

@mikealfred @leevalueroach Good things starting with the new CEO at DEO


Summary: Confident STZ at $126 is a buying opportunity that will pay off in 3-6 months.

There is never a firm guarantee of a bottom at any level but I feel pretty confident in saying that $126 per share for STZ will look money good in 3-6 months.


Summary: Expects BTC to capitulate on bad news then bounce and run to $300K+.

It’s just speculation now but it feels like Bitcoin is looking for an obvious capitulation point before it bounces and runs to $300,000+. Could be something like Binance closing withdrawals or CZ getting arrested again and bunking with SBF. Any obvious “bad” news should do it.


At some point, you won't be able to buy Bitcoin for less than $500,000 per coin. Then later the minimum price will be well over $1,000,000 per coin.

Summary: Strongly bullish BTC; sees $500K then $1M+ as future price floors; urges buying now.

I woke up this morning and I am absolutely thrilled to see Bitcoin back under $105,000. At some point, you won’t be able to buy Bitcoin for less than $500,000 per coin. Then later the minimum price will be well over $1,000,000 per coin. These are halcyon days. Lean in and enjoy!


Summary: Placed a $1M bet that QQQ closes positive on December 26 (Friday).

@RyanDetrick Yes, I know. I bet someone $1M that the QQQ would be positive on Friday.

December 26 is coming up and it is one of the most bullish days of the year. https://t.co/KbR7VFbEgg


Summary: Holds 1M shares of Opendoor (OPEN) avg high-$5s; expects price higher in 3–6 months.

@j0anski I only have 1M shares with an average in the high $5s so not a lot. I think it will be higher in 3-6 months.

@mikealfred How much down r u in open sir? @mikealfred


Summary: Author endorses IREN after double-upgrade to Buy with $80 PT from HC Wainwright.

$IREN double-upgrade SELL --> BUY at HC Wainwright.

Price target $56 --> $80 https://t.co/mg5Ep3Xfs1


Summary: Bullish Cipher Mining: $1.4B notes offering funds Barber Lake buildout, positioning for next growth phase.

Cipher has completed its $1.4B notes offering to fund the Barber Lake buildout. This is not a convertible note and this kind of financing was not available to BTC miners previously. Cipher is very well funded for its next phase of growth. https://t.co/gujsHaGokL


Summary: Long BTC with a $1,000,000+ target; dismisses current frustration as noise.

I am seeing more frustration on X than I have in the 8+ years of owning Bitcoin. In that period, Bitcoin has gone from $1500 to $85,000 with numerous drawdowns and crashes. Humans are frail and weak and most simply won't make it. Only the strong will make it to $1,000,000+


I'm adding for the first time since January 2023 down here.

Summary: Adding to COIN position at current levels for the first time since Jan 2023.

industry='Financial Data & Stock Exchanges'

@matthughes13 I’m adding for the first time since January 2023 down here.

$COIN 6 month conversion line of the Ichimoku is at 238.10

More confluence of support

https://t.co/TTsGhB2oAE https://t.co/Cq6TZlHMNG


Summary: 46-method re-underwrite implies BTC fair value ~$172K, currently ~95% undervalued vs metals and other benchmarks.

I stayed up all night and re-underwrote Bitcoin using 46 different methods. The process was arduous but worth it. The average result implies that Bitcoin should be worth approximately $172,000 right now, an undervaluation of 95%. The discrepancy between BTC and metals is extreme.


Summary: Bullish BTC: extreme bearish sentiment signals an imminent sharp rally.

Almost everyone, including bulls, has turned bearish. This is the kind of sentiment backdrop you will typically see just before a face ripping rally in BTC.


Summary: Bitcoin has not yet topped this cycle; further upside ahead.

If you think Bitcoin has already topped for the cycle, you are dumb as a doornail. Sorry if this is difficult to process.


Summary: Author is more bullish on BTC at current levels than at $120K, signaling a strong long conviction.

@cvpayne @saylor Happy to sit in for him sir. I got more bullish at $60,000 then I was at $120,000.

Lots of people are asking me to get @saylor on the show, but the problem is that when there is a sense of urgency, he does other shows and networks that hate Bitcoin and have ridiculed him and investors. I asked, and he doesn't have the time, so I will not ask again.


Cipher is actively marketing 370MW and says they are in dialogue with multiple hyperscalers for multiple sites with terms "as least as good" as the deals already signed. Bullish.

Summary: Bullish CIFR on 370MW marketing pipeline and multiple hyperscaler dialogues with favorable deal terms.

Cipher is actively marketing 370MW and says they are in dialogue with multiple hyperscalers for multiple sites with terms “as least as good” as the deals already signed. Bullish.

Just found the $CIFR interview with @rftylerpage!

If you have 30 minutes and want to know everything going on with @CipherInc I HIGHLY encourage you to listen

2026 is looking good. Lots of sites coming online, new acquisitions, and an amazing team behind it! https://t.co/oYVH1ifMBH


Summary: BTC likely to reach $92K by Thanksgiving and $104K by early December.

$88,000 ✅
$92,000 - possible by Thanksgiving
$104,000 - likely by early December


Summary: Bullish BTC: government re-opening liquidity drain is temporary, will be replenished by Thanksgiving and accelerate into year-end.

The actual US Government re-opening may not happen until Tuesday or Wednesday next week but it doesn't really matter now because it's a fait accompli. Any loss of liquidity will quickly be replenished by Thanksgiving and then accelerate in to year-end. Bitcoin knows this. Watch.


I've been here since before the IPO. Now is always the time.

Summary: Long IREN; author is a long-term holder and says now is always the time to be bullish.

@cantonmeow Bro, I’ve been here since before the IPO. Now is always the time.

Dear $IREN bulls
Not yet https://t.co/NF5BsEs5b9


Summary: Holds 1.6M shares of OPEN as a current live position.

@mudirshin That’s how many I had at the end of December. I have 1.6M now.

@mikealfred Just a quick note: If you only see 25,000 shares of $OPEN in the filing, it’s because Form 13F doesn’t show all holdings. Right @mikealfred ??


Summary: Endorses $158K BTC target with high confidence.

@PeterLBrandt $158,000 is definitely coming. Thanks for the confidence Peter!

Next stop is 58th street
The conductor will be coming through the train collecting tickets so make sure you are on the right train
Choo choo $BTC
So done with Silver. It is yesterday's story https://t.co/h5V0fDdV5L


Summary: Implicitly bullish on Bitcoin (digital gold) over physical gold, endorsing its superior performance track record as a forward lean.

@BobEUnlimited Correct. Digital gold has wildly outperformed gold. Great point.

Your irregular reminder that gold and "digital gold" are not the same. https://t.co/UtC3gjRj7M


Summary: Bullish CIFR: $13B demand for $2B bonds signals falling cost of capital for AI data center developers; targets $42.

$13B of demand for $2B of CIFR bonds

Cost of capital coming down for the best AI data center developers

Yeah, sure, bears, we are headed lower. See you at $42. https://t.co/enGoKGQVvU


If Bitcoin isn't $1,000,000+ per coin by December 31, 2033, I will sell all my Bitcoin and delete this account.

Summary: Committed long BTC to $1M+ by end of 2033, staking account on it.

You only live once and I think it’s important to take a stand, believe in something, and put your money where your mouth is:

If Bitcoin isn’t $1,000,000+ per coin by December 31, 2033, I will sell all my Bitcoin and delete this account.

No excuses. Play like a champion.


My grandkids will ask me decades later how I knew today was the bottom in MSTR. I will show them this tweet.

Summary: Bullish MSTR; author claims today is the bottom, mocking Schiff's bearish call as a contrarian buy signal.

Today is the beginning of the end of $MSTR. Saylor was forced to sell stock not to buy Bitcoin, but to buy U.S. dollars merely to fund MSTR's interest and dividend obligations. The stock is broken. The business model is a fraud, and @Saylor is the biggest con man on Wall Street.


Summary: Author restates his live pair trade: long BTC / short SLV, claiming the parent is now agreeing with it.

@CryptoKaleo So you’re getting onboard with my long BTC / short SLV call?

Welcome!

Such a clean bounce for the BTC / SILVER ratio.

We're about to see a V reversal for Bitcoin strength back to the highs but you wouldn't bullieve it. https://t.co/eHO1qoCY6R


Summary: Long CIFR into 2026; signed AI deals price in but team/strategy/future sites valued at zero, sees easy upside from current levels.

CIFR trading at the value of its 2 signed AI deals with Amazon and Fluidstack/Google. The value of the team, strategy, and future sites basically being priced at zero. I love this market. Should be easy money in 2026 from these levels.


Summary: Long BTC: money printing drives increasingly higher prices over time.

@B1A1F1 Only a child doesn’t understand that excessive money printing leads to increasingly higher Bitcoin prices over time. Grow up.

@mikealfred Yawn..what's the point of these imagining exercises..it's like a child dreaming of treasures and fortunes..embarrassing.


Summary: Bullish CIFR long-term; recent red price action doesn't reflect strong business fundamentals.

@RB50525258 It has been red for weeks even though the business is firing on all cylinders. Stay focused on what matters for long term returns.

@mikealfred I don’t like the fact that cifr is 3.5% green before earnings, that spells red tomorrow, i like it red today
Thoughts ?


Summary: Bullish MSTR and BTC on absolute scarcity thesis; Saylor's lead insurmountable as supply constraints compound any large buyer's market impact.

The math of absolute scarcity is stark. Tradfi doesn't see it yet, but no one will ever catch @saylor's MSTR. The lead too great, the unmined coins too few, and the market impact of any large player chasing would enable MSTR to add even more coins. It's game over. Fait accompli.


The math of absolute scarcity is stark. Tradfi doesn't see it yet


Summary: Long NVO as one of the long-term winners in weight loss and diabetes.

@danielnewmanUV There won’t be one winner long term in weight loss and diabetes. NVO will be one of the biggest.

@mikealfred $VKTX is the winner here. I’m well down the rabbit hole. Until $LLY launches Retatrutide then it’s game over for GLP-1


Summary: Still holds 452K shares of ASST; expects Bitcoin to move to $315K.

@TheTurtle1111 452,000 shares. Nothing has changed. Waiting for Bitcoin to move towards $315,000.

@mikealfred update on your $ASST holdings please and thanks?


Waiting for Bitcoin to move towards $315,000


Summary: BTC to $92K soon; retail tipping point signaled by lifelong skeptic finally opening a crypto account.

My Uncle Joe who has refused to buy Bitcoin every Thanksgiving for the last 8 years just asked if he should use Coinbase or Kraken. That’s it. We’ve reached the tipping point. $92,000 soon. He’s opening the account as I type this.


That's what they said when Bitcoin was $25,000 too

Summary: Dismisses the 'already priced in' thesis on Bitcoin, implying more upside ahead.

@DavidJPete That’s what they said when Bitcoin was $25,000 too

@mikealfred Feels like reopening may be mostly priced in. Futures not moving and Bitcoin not sniffing out anything special right now.


Summary: Disclosed buying PEP over the past couple weeks; live long position.

@Jake__Wujastyk I added over the last couple weeks.

$PEP Inverse head and shoulders starting to look intriguing on the longer-term chart. https://t.co/YtxtB5eMoY


Summary: Endorses OPEN going to $20+, agreeing with macro chain from jobs data → mortgage rates → housing.

@jeffye888 Exactly. All roads lead to $20+

All-in on $OPEN

Realize housing tracks mortgage rates

Realize mortgage rates track the 10-year yield

Realize 10-year yield tracks unemployment

Realize unemployment comes from the BLS jobs report

Realize jobs reports are heavily adjusted based on BLS births-deaths report


Summary: BTC to $140K is inevitable; decisively bullish.

@SuperBitcoinBro $140,000 is inevitable homie

$BTC monthly channel

bulls are still in the game https://t.co/bPtuKCuVx1


Summary: Endorses bullish repricing of MSTR on crypto breakout and below-NAV trade with positive beta.

$MSTR about to get repriced as we broke out on major volume on Crypto and as it trades below NAV.

Positive beta.


Summary: Author raises the BTC target to $315K, above the parent's $300K call.

$300,000 for One Bitcoin.

Coming soon. https://t.co/oOFzOgu1ei


Summary: Holds 1.5M shares long; targets $20+.

@Jake__Wujastyk 1.5M shares long. Should go to $20+

$OPEN #OPEN Lower indicators setting up for a potential reversal. https://t.co/QykVlzeodN


Summary: Long CIFR to $60-80 and IREN to $150-200 in 12-18 months on data center build speed, quality, and operating metrics.

Cipher $CIFR is one of the top data center developer-operators on the planet in terms of build speed, quality, costs, and operating metrics. I believe CIFR can trade at $60-80 in 12-18 months. IREN can probably trade to $150-200. This is my personal opinion as an investor, not FA


Summary: Still holding 1.66M shares of ASST with a 2-3 year minimum horizon; long-term thesis intact despite market volatility.

No change in ASST. Still holding 1.66M shares. Still focused on a 2-3 year minimum timeframe as always. Lots of emotional people running around right now that shouldn’t be in stocks or Bitcoin. Has nothing to do with the longer term thesis. Stay focused. https://t.co/L4qqLmlnXj


Summary: Endorses bullish CIFR setup ahead of earnings with a $42–55 price target range.

Hell of a setup for $CIFR ahead of earnings next week.

If it finally breaks this 3.5 month bull flag its running to $50 minimum https://t.co/eSa3zEzbAG


Summary: Added 100K shares of ASST; holding 1.76M shares and willing to buy more on weakness.

I have purchased another 100,000 shares of ASST at $1.05 and $1.06. Now holding 1.76M shares and looking to add on further weakness. https://t.co/24Lr9yyxI1


Summary: Bullish BTC: the dip was a fakeout; rising global liquidity supports higher prices from here.

This dip was so tricky that it didn’t just trick the kid analysts and chart squigglers who are always fooled. It also tricked seasoned vets who still don’t understand that Bitcoin is now a global macro asset. Global liquidity factors are heading sharply higher. Ignore the noise.


Summary: Sarcastic post mocking gold vs BTC; actual stance is bullish BTC, bearish gold.

Guys, bad news. Today I sold all my Bitcoin and bought gold. Gold is faster, cheaper, easier to verify, harder to mine, more scarce, easy to transport, and shinier. Also, my wife likes it. It was a no brainer. I should have done this sooner. I feel so much better already. Join me


Summary: Long alcohol majors STZ, DEO, BF-A, BUD on thesis that booze demand is recovering.

Booze is coming back. For the bravest CPG entrepreneurs, it is one of the most interesting places to look in 2026 and beyond.

I firmly believe the “decline in drinking” among the early 20s crowd has way more to do with the cost of going out than not wanting to drink.

Surging


Summary: Bullish CIFR, targeting $42–$55 soon, far above the parent's near-term $15.75–$16.50 retest range.

$CIFR #CIFR A big breakdown through the trend zone this week. The logical move into Monday-Tuesday would be a move back up to test this trend zone ranging from $15.75 up to $16.50. https://t.co/ZSCbCJVkFf


Summary: Endorses parent's bullish Bitcoin thesis with own target of $315,000.

This chart says Bitcoin is going to $327,000 soon 🚀 https://t.co/5T0U3iWEPI


Summary: Bullish CIFR; author thinks Cantor's new note is insufficiently bullish and expects the stock to be re-rated higher over time.

New Cantor note on CIFR just hit. Somebody is not bullish enough. Give it time. https://t.co/SBrfFn8n9c


Summary: Bullish crypto broadly; calls current phase mid-cycle with more upside ahead before peak euphoria.

@LayahHeilpern Neither has real EUPHORIA. This is mid-cycle, boss. Zoom out.

Everyone wants to know if now is a good time to buy crypto

My view is that yes these are very good prices to get in at.

However ask yourself:

Can I stomach a potential 30-50% draw down from here?

Because real fear, panic, hysteria, anguish, DESPAIR and DEPRESSION hasn't set


Summary: Bullish BTC and MSTR on Trump admin plan to cap credit card rates and de-fund banks, boosting crypto broadly.

I am being told by my source that Trump's plan to cap credit card interest rates at 10% is part of his plan to de-fund the banks. Stablecoins, crypto, Bitcoin, etc are going to win big here. Watch.

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”


working on a multi-step plan to bolster Bitcoin, MSTR, and stablecoins


Summary: Bullish on IBIT calls next week as Bitcoin volatility rises.

@jamieminer @dotkrueger Bodes well for IBIT calls next week

@dotkrueger Highlighting @mikealfred earlier discussion regarding #Bitcoin volatility Bitcoin DVOL has increased almost 10% in this latest price move 🎯
@dotkrueger https://t.co/zbjw9tuNbo


Summary: Dismisses European selling as temporary; expects all tagged tickers to rocket higher.

@retail_mourinho Europeans are idiots. Let them sell before we rocket higher.

Updated live footage from the European stock exchange on Monday afternoon.
$DGX $ONDS $CIFR $MARA $BMNR $IREN $ADUR $OPEN $ASTS $NBIS https://t.co/SMqwZm9oiR


industry='Pollution & Treatment Controls'


industry='Internet Content & Information'


Summary: Long stocks and Bitcoin, short silver in response to precious metals topping and ISM picking up.

@TheShortBear 100%

Long stocks and Bitcoin, short silver

Precious metals topping and ISM picking up back up is the best combination we could hope for.

Here are a few models to illustrate it.

The ISM is pointing higher, not lower. https://t.co/5UIsVOw4EF


Summary: Calls the bottom on MSTR; bullish from current levels.

The bottom is in on MSTR. Even if I’m right, will delete so no crying on the feed. Thanks for your understanding.


Summary: BTC could spring to $130,000; move may happen fast when it triggers.

This could finally be the springboard/slingshot move that takes us to $130,000. Keep an eye on it. When it’s ready, it can go very fast.


Summary: Bullish BTC to $100K+; views current bearishness as a trap that will flush out the shorts.

This is a trap. They are circling up all the "end of cycle" bears in to the middle of the clearing where they will loudly declare victory and dance on Bitcoin's gravestone only to be summarily slaughtered one by one. I've seen this movie a few times. See you at $100,000+ Bitcoin.


There is no "final leg up" in Bitcoin until governments stop printing money. Zoom out.

Summary: Long BTC on structural basis: as long as governments keep printing money, Bitcoin has no final top — zoom out.

@BitQua There is no “final leg up” in Bitcoin until governments stop printing money. Zoom out.

The final leg up is coming. https://t.co/RiiQSkWlfk


Summary: Long BTC to $315K within 12 months; claims inflation-adjusted ATH not yet hit and a new bull breakout is imminent.

We are still below the inflation adjusted all time high of $69,420 from 2021. There has been no bull market whatsoever. We have been in a deep bear market for 4 years and we are about to rocket out of it to definitive new highs above $140,000. $315,000 within 12 months. Mark it.


Summary: Strongly disagrees with bear market framing; expects crypto to exit multi-year bear and move significantly higher.

@crypto_birb No, we are about to exit a 4 year bear market.

Bounce scenario.

From contrarian standpoint, current extreme fear (denial) can theoretically lead into a $100k+ bounce.

The problem is we're in confirmed bear market. So every bounce is more likely to fail and dip even lower.

Not seeing much demand.

I'm hopeful but skeptical. https://t.co/e2khZujzdB


Summary: Endorses low long-term risk in Bitcoin; implicitly bullish over a long time horizon.

@AUKM_42 Over a long enough time horizon, this is more true than most people are capable of understanding. This is your advantage.

@mikealfred No risk in Bitcoin. Believe me


Summary: Shares/endorses MS Overweight initiation on CIFR with $38 PT, noting MS is catching up to the author's own bullish view.

I’m on vacation but couldn’t help notice that Morgan Stanley initiated on CIFR at overweight with a $38 price target. They are still behind me but coming up the curve quickly now. Stock +10% https://t.co/xpyEcb08OY


Summary: BTC heading to $92K by Thanksgiving, endorsing and restating the price target.

$88,000 ✅
$92,000 - possible by Thanksgiving
$104,000 - likely by early December


Summary: Endorses parent's bullish BTC thesis; author is pretty damn bullish on Bitcoin.

@CryptoKaleo I’m pretty damn bullish Kaweo

#Bitcoin / $BTC

I still believe the market is in a similar place to where it was in the Fall of 2020.

In both scenarios, BTC lost a key support line it had held dating back to the recovery from a major crash. This led to a mini-bart scenario where the price found a base for a https://t.co/nlUPGusPZr


Summary: Ongoing long position in Diageo (DEO).

Have yourself a Saturday. 🤝 https://t.co/ueqeQtoK6H


Summary: Disclosed purchase of 70,000 BMNR shares today; live long position.

$BMNR keeps falling back into the daily buy order block and the right inverted shoulder
It will never break out of this bullish formation https://t.co/h6l3mdWILS


I'm sticky. I still think it breaks down next.

Summary: Maintaining short silver position; expects it breaks down next despite pushback.

@livefreeortroll @cantonmeow The trade isn’t down much. I’m sticky. I still think it breaks down next.

@mikealfred @cantonmeow Mike plz exit your silver short. You don’t understand the market, just admit that.

It’s acting independent of the debasement trade, there are realities in the physical markets that are coming to fruition. It’s going to gap up to $135 by Monday.


Summary: Bitcoin will fake out weak hands with a brief dip mimicking the 4-year cycle, then launch the most powerful slingshot rally ever.

Bitcoin will go down just far enough to convince the least skilled, lowest IQ market participants that it’s following the 4 year cycle template perfectly despite all other macro conditions being completely different. This will be the most powerful slingshot move ever. Mark it.


The longer we hold down here under $100,000, the more explosive the move will ultimately be when it happens. I'm hunkering down. This is when all the biggest wealth is made in markets.

Summary: Bullish BTC: consolidation under $100K sets up explosive upside; doubling down amid bearish sentiment.

The longer we hold down here under $100,000, the more explosive the move will ultimately be when it happens. People are tired, bored, confused, sad. Some are even dumb enough to turn bearish. Wild times. I’m hunkering down. This is when all the biggest wealth is made in markets.


Summary: Bullish BTC: expects it to front-run US government reopening liquidity surge before any other asset.

The Senate isn’t even meeting to resolve this for another 150 minutes but Bitcoin is ruthless in sniffing out liquidity. Watch and learn.


Summary: Bullish into year-end: IWM at ATH, weak dollar, Bitcoin primed — all conditions set for massive rally.

Inflation more or less in line. Consumer sentiment turned up for the first time in 5 months. 25 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.


Bitcoin primed. All the conditions are in place for a massive end of year rally.


Summary: Endorses view that Bitcoin's real bull market hasn't happened yet, implying a major rally lies ahead.

@TheBTCTherapist @sminston_with People are starting to understand my argument that there has been no bull market yet

Bitcoin hasn’t had a real rally yet. This business cycle has been suppressed for the longest period since Bitcoin emerged.

When we finally rip we’re going to Valhalla. https://t.co/XM0dgSCKug


Summary: CIFR to reach $42–$55 this year; author sees the move as inevitable.

CIFR is headed to $42-$55 this year and there is literally nothing they can do to stop it. It’s pre-programmed.


Summary: Bullish multi-asset targets: BTC $180K+, ETH $6K+, CIFR $55, NVO $90, ASST $5; early-year moves are noise.

All these early year headfake moves are little more than games. Noise. Static. They have nothing to do with where we're probably headed:

BTC $180,000+
ETH $6,000+
CIFR $55
NVO $90
ASST $5

Etc


Summary: Bullish BTC: bears failed to break $86K despite multiple attempts; price goes higher from here.

The bears had numerous opportunities to push Bitcoin sustainably below $86,000. They’ve had the cycle narrative and chart squiggler brigade on their side. They tried to scare folks with the supposed Japanese yen carry trade unwind. And still we are here. Time is up. We go higher.


Summary: MARA trades below BTC book value; if no deep bear market, likely bounces from here.

MARA has been an absolute disaster. It’s trading for less than the value of its balance sheet Bitcoin. The mining business is effectively trading at a negative value. This makes sense if we are heading in to a deep bear market. But if we aren’t, it will probably bounce. https://t.co/AwaYKe9VWm


Summary: Bear market in BTC is probably over; implied bullish from here, though less aggressive than the quoted $315K target.

There has been no bull market but the good news is the bear market is probably over now.

We are still below the inflation adjusted all time high of $69,420 from 2021. There has been no bull market whatsoever. We have been in a deep bear market for 4 years and we are about to rocket out of it to definitive new highs above $140,000. $315,000 within 12 months. Mark it.


Summary: Long US railroad stocks; author holds a live position tied to ISM recovery thesis.

US railroad sector basket: UNP, CSX, NSC, CP, CNI

@AndreasSteno Watch the railroads. They just woke up. I am long.

Nothing in the US equity market is priced for ISM >60 https://t.co/6uBlHDWUag


Summary: Short BTC; author calls it the best short of 2026, implying a major drawdown ahead.

@btcjvs Will be the best short of 2026. Watch.

If Bitcoin were doing what silver is currently doing, I would be 100% confident in a 70% drawdown.


Summary: Bearish HIMS; expects price to fall below $10 from current ~$19.72 level.

Bought 2k $HIMS shares in after hours @$19.72

$HIMS down 14% after hours and heading into Super Bowl weekend in which they will be running an ad to 127m Americans focusing on their new early cancer detection tests  🏈


Summary: Bullish CIFR; endorses parent's long thesis and expects a significant deal catalyst this year.

@TheSkayeth Agree. 2-4 deal coming this year.

Starting a BIG position in $CIFR.

Both momentum indicators flipped blue - and the last two times, $CIFR jumped +206% and +225%.

This should make a BIG move after back-testing the wedge.

Watching closely, don't miss out! https://t.co/pF5pv7Ne99


Do not fall for it. They are running one of the biggest scams I've ever seen in markets, period

Summary: Hold Bitcoin; alleged manipulation via derivatives is a scam — do not sell.

They are pulling out all the stops to try to manipulate Bitcoin lower using perps and futures and other derivatives. They are working overtime to try to scare people out of their corn. Do not fall for it. They are running one of the biggest scams I’ve ever seen in markets, period


Summary: Plans to short SLV; calls it the killer trade of 2026, anticipating a significant decline in silver.

@Jake__Wujastyk LMK when I should take another larger crack at a SLV short. I think this will be the killer trade of 2026.

#Silver Technically speaking, this should magnet to the 1.618 extension of the 2011-2020 measured move at $122.

$SLV $SIVR $SIL $SILJ https://t.co/vERQv0FbQ9


Summary: Bullish WULF; well positioned and trading well.

@BlueOyster14 WULF is well positioned and trading well.

@mikealfred No doubt, fundamental backdrop supports your view.  The question is - how much more downside do you believe we will have to sit through (probabilistically)?  Maybe a test of the recent low?
And, you haven't mentioned WULF?  Any thoughts to share?


Summary: Bullish BTC to above $150,000; urging patience.

@JoshMandell6 Hey, homie, go easy on my bud Ben. You guys will both be heroes when Bitcoin is over $150,000. Patience.

Ben loves the word "unencumbered".    He dresses in tuxedos which are unencumberbunned.  His nickname is high school was unBencumbered.   Sorority girls at his college made up t-shirts with ✔DoneBencumbered.  He was such a male slut.  This post just took a hard left turn.  Bye


Bitcoin and AI are the two defining megatrends of our lifetimes… if you don't own direct exposure, you will rapidly fall behind those that do

Summary: Must-own long exposure to Bitcoin and AI as the two defining megatrends; falling behind is inevitable without direct positions.

Bitcoin and AI are the two defining megatrends of our lifetimes and two of the most important technological developments in all of human history. As an investor, if you don’t own direct exposure, you will rapidly fall behind those that do. Nothing you can do to stop it.


Summary: Actively accumulating ASST, holding 1.9M shares with limit orders to reach 2M shares.

Added 50,000 shares of ASST at $1.06. Holding 1.9M shares and have limit orders in to go up to 2M shares today if the lettuce hands will oblige. https://t.co/KY0p6lEEcq


Summary: Disagrees with bearish BTC view; implicitly bullish on BTC from here.

@SHMB1111 This is almost certainly wrong

@mikealfred BTC isn't going anywhere but down until the DATs are cleaned up


Summary: Price target $42–$55 on CIFR; bullish continuation.

$CIFR bullish continuation patterns after bullish continuation patterns. https://t.co/nLqBNMQBGS


Wrong question. It will work the only real question is "how big?"

Summary: Endorses bullish NVO thesis; pill Wegovy approval + near-record-low P/E will work, only question is magnitude of upside.

@chitchatstocks Wrong question. It will work the only real question is “how big?”

Novo Nordisk just had the pill version of Wegovy approved in the United States $NVO

The stock is trading at close to its lowest P/E ever: 13

Why doesn't this work from here? https://t.co/ccpZoTWt6t


Summary: BTC dip unjustified by fundamentals; expects mean reversion upward.

@scottmelker This move down is not justified by the fundamentals so it will mean revert

$BTC WEEKLY

This is currently the longest wick on a weekly chart in history. A $12,000 wick at the moment, without the candle having closed.

That's a LOT of buying interest in the 60Ks,

Bears have to be rethinking their position for now. https://t.co/d0tTzk8n8R


Summary: Bullish LEN over the next few years.

@EagleCongr51301 Not currently but I do like it over the next few years

@mikealfred I didn’t know you were in $LEN


Summary: Bullish on IREN and CIFR in the context of AI Revolution plays.

We view this as short lived white knuckle moment for tech stocks as tech stocks will up another 8%-10% into the rest of the year as investors look to play the AI Revolution and the 2nd/3rd/4th derivatives playing out across consumer/enterprise. AI Revolution early days🐂🏆🍿🎯


Summary: Bitcoin will go up regardless of geopolitical escalation; not too late to get in.

@LayahHeilpern Bitcoin is going up boss

There was no cycle

Not too late for our to get on the winning team 🏆

The US is expected to attack Iran in the next 24 hours.

Russia says a US attack on Iran would be the 'gravest mistake.'

If WW3 break outs, how do you think crypto will do?


Summary: Bull market starting now for small caps and crypto beyond BTC/Mag7; Fed overtightening reversing.

For everything but Bitcoin and Mag 7/AI we have been in a bear market since Q1 2022. Market cap weighted indices and ETFs/Treasury Cos have hidden this from the unsophisticated. The Fed has been too restrictive. The bull for everything else (small caps, crypto etc) starts now.


Summary: Agrees downside is limited; crypto will be higher within weeks/months.

@PatrikBatCrypto View checks out. Not 100% sure when but I know there isn't a lot of juice left to squeeze to the downside so we will be higher within weeks/months.

@mikealfred Looking at the Fear & Greed Index, we are back to FTX-crash levels. I expect us to sideways for another week before a massive breakout starting next Monday or Tuesday.


Summary: Bullish on largest crypto assets; expects acceleration from here following Wave 3 setup.

@AlemzadehC Agree. The largest constituents are about to accelerate.

#WGMI-This took far longer than expected but ended up producing the massive wave 3 move but that’s how it goes…the market moves when it’s ready not when I am

Now, where most get bucked off the bull is just prior to the massive Wave 3 and that requires a capitulation “C” leg https://t.co/4Cg7umeWXV


It's only going to get worse for the shorts

Summary: Bullish on Bitcoin miners pivoting to AI; shorts will continue to lose as funding structure reduces short asymmetry.

WGMI Bitcoin miner ETF; AI optionality context fits

@matthew_sigel It’s only going to get worse for the shorts

Bitcoin miners pivoting to AI are exhibit A+ here.
Funding evolves from equity dilution, to converts, to contracts/prepays, to straight debt.
Survival gets underwritten outside the equity, the short loses asymmetry, and the “junk” basket levitates.
SI remains elevated. Fuel.


Summary: Increased conviction in Bitcoin; implicitly bullish from here.

@Cole_Walmsley Don’t follow me. My conviction has increased.

If your conviction in Bitcoin remains the same, I want to follow you.


Summary: Expects NKE to fall further to $45-50 before buying; implicitly bearish from current levels.

@OB03153 I think NKE can go to $45-50 and I will probably buy it when it gets there.

@mikealfred Mike! Love this buy for you! Is Nike in the same bucket as a value from your lens?


Summary: Disclosed long position in CIFR, bought today at $12.75–$12.85.

@cantonmeow lol this is where I bought today $12.75-$12.85

$CIFR breaking down, support below at around $11-$12 range https://t.co/5cFYNkWSuw


working on a multi-step plan to bolster Bitcoin, MSTR, and stablecoins

Summary: Trump admin plan to bolster Bitcoin and MSTR while attacking Fed/banks; author endorses by sharing and noting acceleration.

Even CNN now confirming that this is happening. Trump’s attack on the Fed and the banking cabal starting to accelerate as predicted. https://t.co/ZSKUa7rfJM


Summary: If Salesforce leads agentic AI, CRM would deserve a material re-rating upward.

@BitWhitman @milomarkets That would be huge news and would necessitate a material re-rating in CRM

@mikealfred @milomarkets Salesforce will lead agentic


Summary: Bullish CIFR to $55 this year.

@salmaogs That’s plenty of time. Going to $55 this year.

Holy cow

Someone just bought $CIFR 35 C 06/18/2026 for $2.1M

This is an 81% OTM contract https://t.co/oQzONrmxX6


Summary: Strongly bullish BTC; expects price to go much higher soon.

@GrantCardone @saylor Don’t borrow the conviction. Be the conviction. We are going much higher soon.

Seems like concerted effort to hold  BTC at lower levels.  Hey @saylor whats happening I need inspiration for my conviction!


Summary: Bearish HIMS with explicit sub-$10 price target.

@DoctorBradberry @LoveMy7Wood Poor guy. See you at sub $10 HIMS.

Stick to your day job.


Summary: Silver rally won't last; bearish on silver price.

@BritshBullDoge @TheShortBear Because the silver rally won’t last and equities holders are smarter than rock holders

@mikealfred @TheShortBear Gotta ask the question... why haven't the silver miners moved with silver?  🤔


I have 1.3M shares and I'm still adding.

Summary: Long OPEN with 1.3M shares and continuing to add.

@ni29219 @runfrombear @ericjackson @nejatian @rabois I have 1.3M shares and I’m still adding.

@runfrombear @ericjackson They don’t care bro. @nejatian already said he doesn’t check SP . That gave shorts more reason to short us down. @rabois tells everyone to short $OPEN publicly and intel shows @ericjackson has zero shares. It’s a public company not their startup like someone said. We are doomed.


Summary: Bullish BTC to $150K–$160K by end of February; overdue for a 50%+ move.

We are way way overdue for a 50%+ move.

I see $150,000-$160,000 by the end of February.

When it happens you won’t care how long it took. This is the way it always goes.


Summary: Shares Cantor bullish view on AI/HPC pullback; market not bullish enough; specific upside commentary on IREN and CIFR.

Comments from Cantor on the recent pullback in the AI/HPC. Summary: You are simply not bullish enough. https://t.co/pKxYh94l7V

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Cantor values the equity value of every MW of critical IT load dedicated to a hyperscaler customer at as much as $20M https://t.co/fKvQbTTARq

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IREN/CIFR specific commentary https://t.co/2sfvm989Vg


Summary: Bullish BTC: bears failing to hold price below $86K will trigger short squeeze to $100K–$110K quickly.

The bears are getting increasingly desperate and manic. They know they are on the clock and must push Bitcoin below $86,000 within days otherwise $100,000 to $110,000 will come quickly and force short covering and liquidations. These guys never make money so they are hurting bad.


Summary: Would buy more COIN at $225 given room in crypto equity allocation; soft bullish lean.

@CyclesWithBach I was just thinking if I had room in my crypto equity bucket right now I would buy more of this at $225

#Bitcoin

In May 2025 we gave a freebie trade for $COIN which ended up given 100%

Now we're sharing it again, as the boombust has triggered bullish again after latest "Cautionary" signal

Bull signal triggered - Current price $225 https://t.co/xaKjLEqluR


Summary: Ongoing buyer of Bitcoin; endorses parent's lows-are-in call.

@KHerriage I’m always a buyer of Bitcoin

Our call: the lows are in for Bitcoin.
Below we see that $IBIT had a clear selling climax, with a record level of volume just as BTC hit its 3rd most oversold levels in history (RSI) and as the Fear & Greed index for BTC hit its most oversold level in history (5).
In addition, https://t.co/7q8fnMNXDH


Summary: BTC likely to reach 20-30k within 24 months.

@sports_lamb 20-30k seems likely in the next 24 months


I have purchased 12 new Bitcoins at $89,869. I am bullish.

Summary: Bought 12 BTC at $89,869; explicitly bullish.


Summary: Bullish ETH; dismisses loss narrative and calls current levels a buy, not a sell.

This is silly. Ethereum is not going to zero and @fundstrat will come back stronger than 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 2021, the largest loss ever recorded. https://t.co/JLHqMDLL1M


Summary: Still long RR and has added to the position.

@DrJebaim It’s bigger now. Will post about it again next week.

@mikealfred How's $RR position holding on? That was a brave purchase ngl.


Summary: Predicts BMNR goes below $10, extending its -70% decline further.

90% of fintwit were bullish on $BMNR at $60 a share, the stock is now -70% from those levels

90% of fintwit were bullish on $MSTR at $500 a share, the stock is now -79% from those levels

90% of fintwit were bullish on $BTC at $120,000, the asset is now -50% from those levels


BTC catches up homie. Don't overthink it and get too cute.

Summary: BTC will converge upward with QQQ; author endorses the long side of the correlation catch-up.

@Mr_Derivatives BTC catches up homie. Don’t overthink it and get too cute.

$BTC and $QQQ correlation Chart Update today:

I'm not saying they will converge anytime soon. But I think they will converge at some point down the road...

I just cannot envision an environment where QQQ continues to drift higher and Bitcoin continues to drift lower into https://t.co/XF2AKZHnZb


Summary: Bullish BTC to $200K+; Metaplanet is best BTC equity exposure and will outperform MSTR on that move.

@USKWCG8 @valerijatrades1 It had the potential to surprise the market most. Metaplanet is a great BTC exposure and will probably outperform MSTR when BTC goes to $200,000+

@mikealfred @valerijatrades1 Better than MTPLF?


Metaplanet is a great BTC exposure and will probably outperform MSTR when BTC goes to $200,000+


I'm continuing to bet on you more than I'm betting on pretty much anything else on the planet

Summary: Highest-conviction long on IREN; author says it's his top position above virtually everything else.

@danroberts0101 And I’m continuing to bet on you more than I’m betting on pretty much anything else on the planet.

At $IREN, we’re continuing to bet that demand for energy-intensive compute compounds faster than real-world infrastructure can be built - and we’re positioning the business accordingly.