Summary: BTC will inevitably reach $150,000+.

@MatthewHyland_ Doesn’t matter. $150,000+ is inevitable.


Summary: Relays/endorses Buffett's long position in STZ as a positive signal ahead of Cinco de Mayo.

structural marker; pre-classified as canonical yfinance ticker

@tomyoungjr @dotkrueger Buffett is long $STZ now so it won't be a problem.

@dotkrueger @mikealfred What about Corona Beer ahead of Cinco de Mayo?

Disaster looms. https://t.co/FAPjxDrBIT


Summary: Dismisses recession bear case for BTC; recession already priced in, implying upside from here.

@i_danforth @MatthewHyland_ Bitcoin is not a stonk and a minor recession is already priced in. Learn.

@mikealfred @MatthewHyland_ What's your reasoning behind that prediction since a #recession is likely this year and there's a #RiskOff investor sentiment?


Summary: Bullish on Bitcoin miners IREN, CLSK, and CIFR; expects them to surprise to the upside.

@Micro2Macr0 @CleanSpark 100% agreed. IREN, CLSK, CIFR etc are going to surprise everyone.

.@Cleanspark $CLSK:

- Forward PE Ratio of 7.81
- Down 63% from it's high 15 months ago
- 165% upside just to get back to that previous high
- Is breaking out from a 5 month down trend (1)
- Can pretty easily hit the $30 range this year, roughly 265% higher. = If #Bitcoin gets https://t.co/BkUlJZxDrn


Summary: Author holds Bitcoin as effectively his only crypto position.

@SelfMadeMastery Almost zero. I own Bitcoin instead.

What percentage of your portfolio is crypto right now?


Summary: Bullish BTC to $10M long-term; encourages accumulation regardless of current entry price.

When 1 Bitcoin is $10,000,000 per coin, you won’t care whether you paid $102,420.66 or $103,664.20. Just make sure you get to 1 Bitcoin.


Summary: Long BTC to $315k cycle target; dismisses near-term pullback concerns.

@BigCheds BTC 315k is a reasonable cycle target. Stay focused.

$BTC 95-97k is a reasonable throwback target


It won't follow. It will lead. Watch and enjoy.

Summary: Bullish BTC; claims it will outpace gold's trajectory and lead the next run higher.

@ECC3_12_13 It won’t follow. It will lead. Watch and enjoy.

@mikealfred If btc follows golds trajectory, which it likely will, considering it's a similar asset class, we can expect a 33% rise.

I suspect the next run is 120k.

And very soon.


the gap between CRWV and "miners" with AI/HPC exposure will start closing now that CRWV is public

Summary: Gap between CRWV and AI/HPC-exposed miners like IREN will narrow post-IPO; implies CRWV relatively cheaper/IREN closes valuation discount.

@JohnGalt69420 My view is the gap between CRWV and “miners” with AI/HPC exposure will start closing now that CRWV is public.

Can someone help me understand why $CRWV is valued so much higher than $IREN despite only having ~2-3x higher adjusted EBITDA? Sure IREN is still mostly a BTC miner, but they are quickly transitioning into AI/HPC.


Summary: Strongly disagrees with the short; calls BTC above $100K within a week.

@TonyTheBullCMT Respectfully, we are going over $100,000 in the next week.


Summary: Bitcoin should not be sold below $1,000,000; strong long-term hold conviction for most investors.

I’ve been thinking about this a lot. If you’re under the age of 60 and in good health (80+ life expectancy), there is no reason to sell any Bitcoin for less than $1,000,000 unless you’re one of the top 1% traders in the world and can make all trades in a tax deferred account.


Bitcoin is the best risk adjusted 10x opportunity you'll ever see. There is a 90%+ probability of $1M+ within 10 years

Summary: Long BTC from $100K; 90%+ probability of $1M+ within 10 years, left-tail truncated, can't go to zero.

From $100,000, Bitcoin is the best risk adjusted 10x opportunity you’ll ever see. There is a 90%+ probability of $1M+ within 10 years and the left tail of the distribution of outcomes is highly truncated. Like the internet, Bitcoin can’t go to zero. Power of decentralization.


Cantor Fitzgerald raises IREN price target to $24 and says "the Bitcoin mining business is worth more than where shares trade today"

Summary: Shares Cantor Fitzgerald's bullish call on IREN: PT raised to $24, Bitcoin mining alone exceeds current share price, AI/HPC optionality is free.

Cantor Fitzgerald raises IREN price target to $24 and says “the Bitcoin mining business is worth more than where shares trade today”, meaning you’re getting Horizon 1 and the rest of the future AI/HPC business for free by their calculations. https://t.co/xcAgqq83eX


Summary: Bullish CIFR; believes an AI infra deal is closer than the market is pricing in.

@matthew_sigel Good summary. Still very bullish and think a deal is more imminent than the market seems to think.

🚨 Another Bitcoin Miner Signs Landmark AI Infra Deal

$CIFR open +3% before fading to flat, still the best performing major miner in an otherwise weak tape.

Despite miss on revenue and EPS, the market rewards two key moves:

1) Tactical pivot to redeploy idle Bitcoin mining


Summary: Bullish Pepsi; notes it's rarely this cheap, implying attractive entry.

@americanmlnm @HyperTechInvest It’s rarely this cheap

@mikealfred @HyperTechInvest That Pepsi call! Adding next week


Summary: Long BTC as the superior store of value vs altcoins that bleed out over time.

@milesdeutscher This is why we buy Bitcoin and hold it instead.

Worst feeling is opening your phantom wallet

Seeing $100k of an old token you held

"oh sh*t, I must of forgotten about this!"

*Clicks into the wallet, price refreshes*

$2k.....


Summary: Expects BTC to break above ATH, invalidating the parent's short setup.

@TonyTheBullCMT It’s going to get taken out sir

Bitcoin came $200 shy of the monthly Parabolic SAR

This is one of my first invalidation levels outlined in my newsletter two weeks ago

The next and last invalidation is new ATH

New short is now open at $107K — stop loss above ATH

Stop buy (long) is placed above ATH (above https://t.co/dN0dRp26Rg


Summary: Bullish BTC to $150K–$200K; expects miners to reset higher when hashrate growth slows at next ATH.

@MatthewG_NYC Rising hashrate and difficulty.

Watch what happens when BTC rips to $150,000-$200,000 and hashrate growth slows down.

Every cycle there is a reset. Previous levels have little meaning.

@mikealfred Can someone explain how the miners are 50% of what they were at these previous BTC ATHs? It Can’t be ATM announcements since November.


Summary: Shares Cantor Fitzgerald note seeing CORZ worth $30+ in full CRWV acquisition; author smells several massive green days for the sector.

BREAKING: CANTOR FITZGERALD OUT WITH A NEW RESEARCH NOTE SAYING CORE SCIENTIFIC COULD BE WORTH $30+ PER SHARE TO COREWEAVE IN A FULL ACQUISITION.

---

The key is that CRWV could save $5B in expenses tied to the data center contract with CORZ, justifying a higher total price. Inclusive of infrastructure value, prices between $24-30 make a lot of sense.

I smell several massive green days coming for the sector.

---

SOURCE https://t.co/YGAnm7kRXI


CRWV could save $5B in expenses tied to the data center contract with CORZ, justifying a higher total price


Summary: Bullish BTC; next target $146k, above the parent's $128k, with high conviction.

@cantonmeow $146k is the next target. Lock in.

Will #Bitcoin close above this horizontal Gann line resistance for the week? 128K is the next target if it's able to convincingly close above... https://t.co/8ABm0uaFZc


Summary: Bullish IREN long-term; dismisses technical resistance as irrelevant for great companies.

@nanotitan28 There is no such thing as resistance, long term, for great companies

$IREN 1D. Backtesting the mini boss; healthily cooling off along the upper Bollinger, but already inside this potential resistance zone. https://t.co/taVjWDAKYB


Summary: ETH at $3,800 signals rip higher in BTC, small caps, and biotech while dollar and yields fall; author calls it a virtual inevitability.

Ethereum $3,800. This is a MAJOR move and a very positive signal for all risk assets. Bitcoin is going to rip. Small caps are going to rip. Biotech is going to rip. And the dollar and yields will fall. This is a virtual inevitability at this point. Pay attention. This is our time


Summary: Long CLSK; expects hard run to $16-18 over next 2 weeks.

@SteveUrkelDude I predicted a breakout in July for CLSK months ago. It should run hard for at least 2 weeks from here. $16-18 in the short term.

$CLSK got warmer.. then hot. Sheesh breaking out on the weekly https://t.co/zhAFzIXPoa


Summary: Holds 43,000 shares of SBET; live long position disclosure.

Everyone is looking at $IREN, and they should, but I'm probably buying more $SBET in about a week. MNAV of 1.02x seems ridiculously cheap. https://t.co/TnVAU3xjNC


Summary: Bullish BTC after successful retest of $115k-$117k support; whale sale absorbed, expects move higher.

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

Bitcoin To $146,000? Real Bitcoin Bull Market Hasn't Started Yet | Mike Alfred https://t.co/4JSJcUUqZE


There is no "final blowoff" in Bitcoin until governments stop printing money

Summary: Strongly bullish BTC long-term; rejects blowoff top thesis as long as governments keep printing money.

@milesdeutscher There is no “final blowoff” in Bitcoin until governments stop printing money

Study fundamentals

Imo from here:

• $ETH rally > mini alt season
• Rotation back into $BTC ($120k>$140k+) > alts lag
• Rotation back into $ETH/alts > final blowoff

This takes months to fully play out.


Summary: Bullish on the entire US healthcare sector on valuation grounds — too cheap.

@TheTechInvest The entire sector is just too damn cheap sir.

🚨Healthcare is the best performing sector today due to $OSCR raising its guidance to $12B-$12.2B versus estimated $11.3B.

$UNH +1%🟢
$CNC +2%🟢
$ELV +1%🟢 https://t.co/1a3m7OxAbF


Summary: Bullish IBIT November calls; expects a major upside move in the Bitcoin ETF.

@FrankAFetter @AlemzadehC The November IBIT calls are going to go ballistic

Volatility is coming. $BTC 🍿 https://t.co/3p4O0XlQqU


Summary: Endorses 10x bull case on IREN (AI data center mispriced as miner) and adds Bitcoin mining is coming back in favor — double tailwind.

@Happy_John I agree but also think that Bitcoin mining may be about to come back in favor. The ultimate one two punch.

After talking to smart friends and doing some research, I've really become convinced of the bullish case for $IREN.  It is priced like a Bitcoin miner instead of like an AI data center.  There is a solid case for a 10x+ move higher here when the market figures this out.


Bitcoin mining may be about to come back in favor


Summary: Bullish BTC with a $200,000 price target.

@JoshMandell6 Everything will be OK once Bitcoin goes to $200,000

For the record, I will not say a bad word about the guys at True North.   I think they are in a tough spot in their lives/careers and have hitched their wagons to a single company and leader.   They do not have the luxury of saying some of the things I have said, are probably


Summary: Prefers IREN over CRWV; decisive long stance with confident forward lean.

@seekerweb As I said, I’d rather own IREN

Watch and learn.

@mikealfred It’s a 1000 dollar stock on bargain because of ipo lockout period. $crwv is in unique position & Jensen is personally propping it up. Cloud TAM is 350b & going up 18%/yr. 2025 est 4-5b in revenue that’s 1.5% share with access to 10% of gpus. 5% share is 22b in rev. 5x in rev


Summary: Long BTC: buy at $119K and hold 4–8 years to reach millionaire-level returns.

If you aren’t a millionaire yet but want to be one in the future, just buy 1 Bitcoin today for $119,000 and wait 4-8 years. It’s literally that simple.


Summary: Bought 50K+ OSCR shares in one day and looking to add more; strong bullish position disclosure.

@oguzerkan I bought more than 50,000 shares in a single day. Looking to add.

OSCR was down 20% last week due to Medicaid cuts it has no exposure to whatsoever.

Meanwhile $OSCR in Q1 2025:

- Added 300,000 members.
- Revenues grew by 40% YoY.
- Net income grew by 55% YoY.

It’s trading at 8 times 2027 earnings.

I don’t own enough $OSCR. https://t.co/FSVZZObf08


Summary: Bullish CIFR; views current all-time-high move as still early innings.

@matthew_sigel Still the early stages of this move

🚨$CIFR market cap all-time high https://t.co/shoF9Mq1PM


Summary: Calls BTC bottom at $98K, targets $121K next.

Narrator: the bottom was $98,000.

$121,000 next.


Summary: Strong long BTC: deeply underappreciated value asset for 20+ years; dismisses bears as intellectually defunct.

If you are high intellect and spend 10,000 hours studying Bitcoin, you will understand BTC is the most underappreciated value investment of all time and will remain so for 20+ years.

Only dead (physically or intellectually) guys still think it's rat poison after doing the work.


Summary: Bullish BTC to $121K as shorts lose control and market makers can't hold prices down.

Uh oh. The market makers and shorts are losing control. They’re not able to hold the stocks down like they have been in the past. This is big trouble for them. Expect a massive uptick in bear bankruptcies as BTC runs towards $121,000 and the best proxies skyrocket.


Summary: Strong endorsement of Bitcoin as a systematic wealth-building asset; decisively bullish.

@mayacfounder You are not even a real person. Bitcoin is systematic wealth building. Ignore this truth at your own peril, bot.

@mikealfred The "if you don't understand" framing manipulates insecurity to drive speculation rather than systematic wealth building


Summary: High-conviction long BTC: $112K this week, $121K by July 18, 95% confidence.

Bitcoin will break $112,000 this week and $121,000 by July 18. 95% confidence. Mark it down. This comes down from on high.


Summary: Expects Metaplanet stock to rise tomorrow.

@JoshMandell6 Metaplanet should be up tomorrow

There will be Tigns https://t.co/hnGbheDNaZ


Summary: BTC to $150-200k by Dec 31; bullish from current ~$121k level.

@kelly_joe38751 Depends. Do you have enough time left until expiration? I see $150-200k BTC by Dec 31.

@mikealfred Hey, so naturally, I bought strategy calls at the recent top …BTC- $121K….. should I be a little concerned, concerned or worried?


Summary: Discloses ongoing long position in IREN, buying multiple times above $4.

@cantonmeow I bought it a couple times over $4 even though I was annoyed that I was prohibited from buying 3M shares at $1-2 by compliance and trading rules

I had to buy $IREN multiple times earlier this week, despite raising my long-term cost averages. It has momentum. #Palantiring


Summary: Bullish IREN: all quality US megawatts will be monetized for AI; hyperscaler deal is inevitable.

@Tsuff101 @GlobalCollapse @icyopro23 @TheKamaHsutra @PPointpass31044 In this case, it's the same thing.

Every single quality megawatt in the US will be monetized for AI. The demand is INSANE.

If you don't understand this yet, you shouldn't comment further because you are out of your depth.

@GlobalCollapse @icyopro23 @mikealfred @TheKamaHsutra @PPointpass31044 There’s a difference between being right about the price action which can be purely hype driven and being right about $IREN will get an hyperscaler deal eventually.


Summary: Bullish BTC breakout imminent; expects everything to run when it does.

@Lacabra_Capital Doubt it. Miners have been crushing BTC over the last several months. When BTC breaks out this time, all bets are off. Everything is going to run.

I’m thinking we see BTC close the gap and start to outperform vs proxies briefly, then we see a next leg up in miners

Exception to this would be deal announcements at AI players of course


Summary: Actively buying NVO this week; ongoing long position.

@ziv_roy Yeah I’ve been buying it all week

@mikealfred  are you still long $nvo? But some for my sister and just wanted your thoughts on it


Summary: Implicitly bullish on CIFR; advises holding, suggesting price will recover.

@NormetUngu16945 Huh? You only lose if you sell before the end of the game

@mikealfred  thanks for lowkey pumping $CIFR  just lost 1k.


They are working overtime to keep everything down but they won't be able to do it forever. I love this setup!

Summary: Bullish BTC and ETH; claims large-player manipulation is suppressing prices temporarily but won't last.

Somebody large is absolutely terrified of higher prices. I see huge manipulation signatures in a variety of tokens and equities linked to Bitcoin and Ethereum today. They are working overtime to keep everything down but they won’t be able to do it forever. I love this setup!


Summary: PEP headed above $200.

@Jake__Wujastyk It’s going to $200+

I know you won’t still own it then but that’s where it’s headed

$PEP #PEP A thing of beauty. https://t.co/L8sTyqIV0S


If you don't think IREN can be a $100B+ company in the coming years, you're either not paying attention or you don't understand what's happening in AI and Bitcoin

Summary: Bullish IREN to $100B+ market cap driven by AI and Bitcoin tailwinds.

If you don’t think IREN can be a $100B+ company in the coming years, you’re either not paying attention or you don’t understand what’s happening in AI and Bitcoin. Sometimes the truth is hard.


Summary: Bullish BTC with $146,000 target; dismisses the bear move as temporary.

@fjturco THEY ALREADY BACKED AWAY FROM THE WALL

THIS IS OUR CASTLE

$146,000 INBOUND

@mikealfred Bears taking back the castle for the moment.


Summary: Strongly bullish BTC; urges buying before a volcanic price eruption leaves fiat holders behind.

Bitcoin is bubbling up like a volcano. When it erupts, not all the villagers will be able to evacuate from fiat in time to be saved. Please save your family first before attempting to save others. This is your final warning.


Summary: Options market underprices BTC upside in bull markets; implied bullish on BTC reaching $200k within 6-12 months.

@JoeCarlasare The options market always incorrectly prices the 6-12 month outcomes in a Bitcoin bull market. Always.

The bitcoin options market is pricing in less than a 10% chance of 200k before end of year.

Is it mispriced?


Summary: IREN and CIFR are mispriced to the upside vs CORZ on mining EBITDA and AI optionality.

@ericjackson IREN and CIFR are even more mispriced because of existing mining EBITDA and larger AI portfolio optionality

🚨Roth says $CRWV can pay up to $38/share for $CORZ in all-stock deal without it being dilutive 🚨

This re-rating needs a re-rate

$IREN $CIFR


Summary: Endorses parent's BTC bull cycle thesis; claims the bull market has barely started, implying significant upside ahead.

@TechDev_52 The bull market has barely started

Every Bitcoin top was marked exactly by a red bar top.

We're not even out of green. https://t.co/CgI8A4aMAZ


Summary: Emphatically bullish Bitcoin; claims we are in a raging bull market.

Quick and friendly reminder:

WE ARE IN A RAGING BULL MARKET FOR BITCOIN


The best exit for the fiat Ponzi is Bitcoin. Not sure why so many people haven't figured this out yet.

Summary: Long Bitcoin as the best escape from fiat currency debasement.

@tunguz The best exit for the fiat Ponzi is Bitcoin. Not sure why so many people haven’t figured this out yet.

Before you commit yourself to any big endeavor, figure out where all the exits are.


Summary: Endorses bullish breakout thesis on IREN as it shifts from ranging to trending.

$IREN looks ready to switch from a ranging to a trending era.

Weekly BBs have only  looked this expansionary a couple times in history (see arrows).

Weekly Fibonacci SMA bullish alignment has also only happened a couple times in its history - 8 (green) over 13 (yellow) over 21 https://t.co/efvufkLZf8


Summary: Bullish IREN; Fidelity's massive share accumulation framed as a conviction bet on AI/Bitcoin energy infrastructure.

Fidelity increased their ownership in IREN from 26,000 shares to 8,670,000 shares in a SINGLE quarter. This is not passive investment. This is an active bet on the future of AI and Bitcoin at the energy infrastructure layer. Watch how the pros approach this.


Summary: Bullish IREN; implies breakout through resistance with $111 as next target.

@cantonmeow We are through homie. $111 next?

$IREN monthly at 0.886 resistance again.
It's a stock that's followed the log fibs extremely well.
Do we back-test 0.786 or do we push through?
Bollinger bands have extended enough to let price through.
This is a #Palantiring candidate.
Let's see what happens here. https://t.co/fFiKuYTDlT


Summary: Endorses IREN as an AI/HPC play now being recognized; bullish on the re-rating story.

@LEADER_TRADING True. It has been an AI/HPC play since its original founding. Most people just didn't understand that until recently.

What you’re seeing with $IREN, in my opinion, has absolutely nothing to do with $BTC or it being a miner.

You’re finally seeing it start - yes, just START - to be found as an AI play. Which, if you’re long, is what YOU should view it as. The $BTC mining was / is an appetizer.


Summary: Leans toward a longer BTC bull cycle extending past Q2 2026, driven by M2, rate cycle, ETF flows, and AI capex.

Kid analysts mechanistically calling for BTC cycle top in 2-4 months based on priors.

Seasoned pros eying M2, rate cycle, Treasury cos, ETF flows, sentiment, AI capex etc wondering how it tops before Q2 2026.

Epic battle. Staying open but think longer cycle slightly more likely


Summary: Bullish ETH holding $4K+; expects risk assets to surge over the final 4-5 months of the year.

$4,000+ Ethereum. If this holds, and I think it will, risk assets are going to go completely ballistic over the last 4-5 months of the year. Mark it.


Summary: Bullish Bitcoin; endorses moving out of fiat into BTC as early and often as possible.

@cryptodisco1970 Agreed always good to get out of fiat in to Bitcoin as early and often as possible!

@mikealfred Better to get out early than too late.


Summary: Still long NVO, added more this morning; expects recovery over the next year.

@ziv_roy Yes of course. I added more this morning. It will be recover over the next year. Same as always.


Summary: Long IREN and CIFR on HUGE upside; fantastic fundamentals at convergence of AI and crypto megatrends.

@ericjackson @ScottWapnerCNBC @CNBCClosingBell 100% agree.

IREN and CIFR have HUGE upside here. The fundamentals are fantastic. They are sitting on the convergence of the 2 most important megatrends in human history.

🚨Everyone is looking for the next 100-bagger like $CVNA at $3

Our AI model spotted it at $11
I bought it at $15
Pounded the table with @ScottWapnerCNBC on @CNBCClosingBell at $25
It’s now $346

What I saw 👇
• Too many shorts
• Sentiment was universally negative
• Sometimes


Summary: Bullish IREN long-term despite ST uncertainty; business entering major explosive growth stage.

@cantonmeow After hours it was bumping up against $13.60

I have no idea what will happen in the very short term

But what I can tell you is that the business itself is about to enter a major explosive growth stage.

$IREN will probably start slowing down here at the upper Bollinger band on the monthly.
Or... will it? https://t.co/Z8EO1liGWQ


Summary: Amplifies bullish thesis on IREN and CIFR as potential 100-baggers over 5 years.

@ericjackson @JonErlichman @BNNBloomberg For people who find this video from my retweet, go to about 6 minutes in to hear Eric's thesis on IREN and CIFR as potential 100 baggers over 5 years.

Great to get 12 mins to go deep on tech with @JonErlichman on @BNNBloomberg this morning.

We discussed finding multi-year multi-baggers like $CVNA $DEFT $BTQQF and why I think $IREN and $CIFR are the next 5-year 100-baggers. We also touched on $NVDA and the Mag 7 https://t.co/U1EPRNYUhB


Summary: Added to OSCR position at $12.55 pre-market; sees long-term competitive advantages despite tough market.

@Edge_Bolt Guidance not terrible. Competitive market but OSCR has long term advantages. Added down to $12.55 pre-market.


Summary: Long CIFR to $10-15 minimum by year-end on fundamental basis.

@cantonmeow Fundamentally, should be $10-15 minimum by end of year.

$CIFR is at our old friend of 7 dollar resistance once again.
Break it? 10 bucks. Then much higher.
Doesn't break it? Maybe going back to 5 bucks. We got support there. I don't think it's going back down to a buck anymore. https://t.co/Z2Jz5Gps1F


Summary: Endorses parent's bullish conclusion on IREN despite disputing revenue figures.

@Imran_Razaq Revenue figures are way off for IREN in terms of run rate but I agree with the overall conclusion

Initiated a smaller position in $IREN after @mikealfred's mentions. The business seems promising. Analysis suggests $IREN is a better buy than $CRWV. $IREN's vertical integration (owning power plants, land, datacenters, and network) provides cost control and potential price https://t.co/cdbnSx9VhX


Summary: Bullish IREN; author asserts the stock's move is just beginning, with most of the upside still ahead.

@IndustryRPh @danroberts0101 The crazy thing is that almost nothing has even happened yet. Still the 1st inning of this game.

Today is $IREN's highest weekly close in company history for a full week of trading

It is a massive accomplishment when you put everything in the sector in context. Congrats @danroberts0101  @mikealfred


Summary: Bullish BTC: breakout above $112K on volume targets $121K then $146K in short order.

Bitcoin quietly moving up to $109,000 with little fanfare. There is nothing but air above $112,000 so once we clear that level on volume we will see $121,000 and $146,000 in short order. Valhalla is so close I can smell it. Pay attention. It's time.


Summary: Implies CIFR is primed for a short squeeze given 17% short float.


It should be easier because they aren't overvalued

Summary: Author endorses holding IREN, CIFR, BITF as not overvalued, implying room to run from here.

@JacksonBtc73812 It should be easier because they aren’t overvalued

I sold $PLTR at 15, because I listened when someone told me it was overvalued. It’s trading at 175. I won’t make the same mistake with $IREN or $CIFR or $BITF https://t.co/3LdfP2yZbz


Summary: Long NVO (Novo Nordisk) on expected mass adoption of Wegovy/Ozempic.

@scottmelker Same personally but most people are not me so they are going to use Wegovy and Ozempic and I’m going to profit via NVO. Don’t hate the player, hate the game.

I literally can't imagine choosing to take a pill for something that can be fixed with behavioral change.

If you are overweight and there is no underlying medical reason, why would you take a pill instead of hitting the treadmill and dieting?


Summary: Buy IREN and CIFR as data center plays without overpaying.

@longoption WRONG.

If you want to invest in data centers and don't want to get hosed overpaying, buy $IREN and $CIFR


Summary: Bullish BTC to $146,000 soon based on chart pattern.

@cantonmeow I like what I'm seeing. $146,000 soon.

#Bitcoin 8 hour chart
Bollinger band shown
Current move reminds me of beginning of July https://t.co/0VIkshPMjW


Summary: ETH reaches $10,000–$30,000 regardless of treasury company tokenization debate.

@BitcoinPierre Doesn't matter. ETH goes to $10,000-$30,000 whether you like it or not. Personally, I am basically ambivalent and feel nothing.

Publicly traded ETH treasury companies list their shares on TradFi exchanges instead of tokenizing them on Ethereum. And then they argue that ETH accrues value because tokenizing on Ethereum is better than listing shares on TradFi exchanges.


Summary: Adding to OSCR position, now holds 207,000 shares — live long.

@AgogoEhizogie @VolatiCycle @Jake__Wujastyk Blocked that clown. I'm up huge today. He doesn't understand how portfolio management works and is wasting my time.

I'm adding more OSCR here. Up to 207,000 shares now.

@VolatiCycle @Jake__Wujastyk @mikealfred Someone check on me too! 🤣🤣🤣🤣🤣 we will laugh last!


Adding a few more Bitcoin here at $116,600. $146,000 then $172,000 coming within months.

Summary: Long BTC at $116,600 with targets $146K then $172K within months; energy value at $140K+ and margin of safety described as obscene.

Adding a few more Bitcoin here at $116,600. The energy value right now is already in the $140,000 area and it’s going higher. The margin of safety here is obscene. $146,000 then $172,000 coming within months. DO NOT F this up. Seriously.


Summary: Strongly bullish BTC; expects $121K to be reached this week as bulls break through the $120K sell wall.

@bitcoinmunger @okotoki Agreed. $121,000 has been pre-ordained this week.

Bitcoin $120k defenders are not going to hold for long.

Bulls are going to ram right through the sell wall. https://t.co/zimmQvjnDq


Summary: Bullish BTC price target of $123,000, framed around USD debasement thesis.

$123,000 US AMERICAN DEBASING DOLLARS PER 1 BITCOIN 🇺🇸


Summary: Bullish CIFR into next week on expected announcement or major institutional 13G filing disclosing 5-10% position.

CIFR getting stronger as the holiday shortened trading day progresses even as other names sell-off. I still think an announcement of some kind likely next week. Could also be a 13G filing from a major hyperscaler or well known hedge fund disclosing a 5-10% position. Watch closely


Summary: Bullish BTC: claims nearly all businesses will underperform simply holding Bitcoin.

@Ferraritech Actually that’s a good point. Nearly all businesses will underperform holding Bitcoin. But if you want to be a sacrificial lamb, please proceed. The world needs people like you to go round.

@mikealfred Yes. Why open a business or actually do anything build anything. Just buy Bitcoin. It's that simple!


They can both go back to all time highs. Most importantly, they are very cheap right now irrespective of how high they go. There is a nice embedded margin of safety.

Summary: Long both Novo Nordisk and Regeneron to all-time highs; calls them cheap with margin of safety.

@OB03153 @Jake__Wujastyk There can both go back to all time highs. Most importantly, they are very cheap right now irrespective of how high they go. There is a nice embedded margin of safety.

@mikealfred @Jake__Wujastyk I think so too!

@mikealfred - what are your long term targets for novo, regn?

Thanks for all you share

You’ve been talking about miners for so long and now everyone wants in !!


Summary: Stay long BTC and crypto miners; miner outperformance confirms the BTC move is genuine.

Miners outperforming MSTR and confirming this move in BTC is real. Stay long, amigos. Valhalla is coming!


Miners outperforming MSTR and confirming this move in BTC is real. Stay long, amigos.


Summary: Bullish AI infrastructure and compute as the scarce, essential layer enabling all AI at scale.

AI infra+compute basket: GPU, networking, power, DC

@levie The play right now is the underlying INFRASTRUCTURE and COMPUTE, which is incredibly scarce and without which NONE of what you mention is actually possible at scale.

The play right now is to go deep in a vertical and build AI Agents with the context of the critical workflows, domain expertise, specialized instructions, and data of that industry. And build anticipating what’s possible with AI models in a year from now, not just today.


Summary: Bullish BTC with next major target at $146,000; classic springboard/slingshot setup.

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


If it's Bitcoin, I just buy more. No need to look at anything.

Summary: Buys Bitcoin on every liquidation flush without hesitation; unconditionally bullish.

@matthughes13 Neither. If it’s Bitcoin, I just buy more. No need to look at anything.

When you see a liquidation flush, is your first instinct to look to the news or the charts?


Summary: Bullish CIFR; bright future seen for AI data centers.

@ericjackson Great day for CIFR. The future is bright for AI data centers.


We are going higher over the next month or two. It's written in the old scrolls.

Summary: Bullish BTC for the next 1–2 months; dismisses weekend weakness as a slingshot setup.

@jgilfy LOL.

Bro, this is the first weekend in months where it’s creating a massive upside slingshot gap.

While you’re crying, pros are going to enjoy the weekend.

We are going higher over the next month or two. It’s written in the old scrolls.

@mikealfred But the weekend is here and typical destruction on price. BTC has fallen below $115k in steady erosion of price since markets closed. It has been unable over past month to hold any gains made. Not good sign given Fed pivot and why is NO ONE talking about it?


Summary: Author has built 165,000-share position in OSCR from zero and may increase to 250,000 shares next week.

@Tech_Investor20 I have increased my shares from zero one week ago to 165,000 today. I may go up to 250,000 shares this coming week.

🚨BREAKING:

ASSENAGON ASSET MANAGEMENT INCREASES ITS STAKE IN $OSCR BY 3879% OR 599,488 SHARES COMPARED TO 15,067 SHARES IN Q1.

FIDUCIARY ALLIANCE INCREASES ITS STAKE IN $OSCR BY 3558% OR 453,588 SHARES COMPARED TO 12,400 SHARES IN Q1.


Just bought more. I can't believe how cheap it is. Only 21M coins for 7B people.

Summary: Bought more BTC at $112,900; bullish on scarcity (21M cap vs 7B people), views current price as cheap.

It just hit me like a ton of bricks. There will only be 21 million Bitcoin EVER. For the entirety of human existence. And you can still buy a Bitcoin for one low easy payment of $112,900. Insane. Just bought more. I can’t believe how cheap it is. Only 21M coins for 7B people. Wow


Summary: BTC holding $110-112K as strong support; bullish continuation after liquidation sweep of levered longs.

They wiped out all the levered longs. Next they will come for the levered shorts at $120,000. Same story, different day. $110,000-$112,000 area still holding as strong support. Absolutely nothing has changed. Anyone saying otherwise is an easily tricked fool who deserves to lose.


Summary: Bullish BTC: new ATH weekly close would trigger 3–6 months of extreme upside.

Bitcoin over $119,000 with 50 minutes to the weekly close. I’ve been around a long time and this move feels decisive. If it can close up here and make new all time highs this week, we should see 3-6 months of extreme up only behavior. Valhalla is finally at our doorstep. Godspeed


Summary: Sees the selloff driven by Elevance earnings as a buying opportunity in OSCR.

@Jake__Wujastyk It's Elevance earnings. Longer buying opportunity!


Summary: CRWV equity is overvalued; bearish on the stock, with overvaluation evidenced by the deal's own strategic rationale.

@Umbisam Not sure about that in CRWV's case because the equity is so overvalued. The proof of the overvaluation is ironically hidden in the strategic rationale for the deal in the first place.

@mikealfred yeah, but a floor would come with a cap … I’m fine without the collar as I’m open to downside as to upside

however, downside has been already priced-in the minute after announcement made … -> upside is now much bigger then downside


Summary: Long BTC: breakout above $123K targets $130K in days and $146K within 2 weeks.

Bitcoin still coiling like a cobra in a short rectangular structure. When it breaks out above $123,000, I see $130,000 within a few days and $146,000 within 2 weeks. Markets are hard but this is as easy as it gets. Best money of all time monetizing along a predictable curve.


Summary: Author confirms holding $80 IBIT calls, a live bullish position in the Bitcoin ETF.


Will be even funnier when it's $250,000 and you didn't buy at $119,000

Summary: Bullish BTC to $250,000; implies current price is a bargain compared to future target.

@RJ_KINGGGG Agreed because it’s $121,500 now. Will be even funnier when it’s $250,000 and you didn’t buy at $119,000.

Just buy one bitcoin today for $119,000 is funny asf man. 😂


I wouldn't be surprised to see a deal in September. Seems inevitable.

Summary: Bullish on CIFR acquisition deal materializing in September; views it as inevitable.

Chatter about a CIFR deal floating around again. Still just rumors but I wouldn’t be surprised to see a deal in September. Seems inevitable.


Summary: Author commits to buying CIFR on rumored $4B+ AI deal announcement before year-end.

@Fernandoo1492 Sounds smart AF. I’m going to buy some of this.

I spoke with a well known investor who I admire a lot and he told me that $CIFR is probably going to announce a $4B+ revenue AI deal before end of year. Exciting days ahead. Don’t give up.


Summary: Bullish on BTBT, CIFR (>$50), and BTC ($500k+); implies listed target prices may be too conservative.

@Lacabra_Capital LOL if BTBT is going to 20 then CIFR can easily go to 50 or more

All of these prices could be too low if BTC goes to $500k

$IREN is going to 100
$CIFR is going to 20
$BTBT is going to 20
BTC is going to 500k
ETH is going to 20k

I’m not excited yet


All of these prices could be too low if BTC goes to $500k


Summary: Long Bitcoin; expects price to go higher from here.

@DavidFBailey I’m long, David. We are going higher.

Trump has delivered on every promise to the Bitcoin community so far and is one of the most unconventional President’s in American history. Fade the SBR at your own risk.


Summary: Endorses IREN breakout continuation; recent pullback drama will prove insignificant.

@nanotitan28 Yup. All the drama and commotion a couple days ago will be much ado about nothing.

$IREN Engulfing hammer for highest close of bull run.

We are still in a breakout that began last Thursday until proven otherwise. https://t.co/66fiy02pjC


Summary: Long BTC on inevitable fiat debasement; dismisses need for charts or price targets.

@BigCheds BTC will always break through as long as governments don't stop printing money. It's inevitable. Don't even need prices or charts to know this.

$BTC breaks through https://t.co/ehtcKUSr2h


Summary: Agrees Bitcoin miners CIFR, HUT, WULF are setting up for a move higher; one deal could be the catalyst.

@AlemzadehC Agreed. All it takes is one deal to light the match. CIFR, HUT, WULF etc all seem to be setting up…

Bitcoin Miners look like they want to double again #CIFR https://t.co/WI4sjhs1lt


You really don't understand what IREN is yet but that's OK because you will soon.

Summary: Bullish IREN; implies market and observers haven't yet grasped its value but soon will.

@Tsuff101 You really don’t understand what IREN is yet but that’s OK because you will soon.

$CRWV is reportedly preparing an offer for $CORZ.
Core Scientific — a proven hybrid miner with a CoreWeave deal — have a current market cap of ~$5B for 1.3 GW ($3.8M/MW). $IREN, with ~3 GW, would be ~$11B at the same multiple. But today its market cap is just $3.4B — so the https://t.co/Fwh5ojkeZ1


This is when you BUY, not sell. Watch and learn how the game is played at the highest levels.

Summary: Bullish healthcare sector; calls the panic moment a buy opportunity.

Healthcare is in pure panic territory. https://t.co/3eDXV89RqG


Summary: Endorses bullish ETH stance by affirming he is not a bear on Ethereum.

@Micro2Macr0 @ethereum And I am not a bear

This is not bearish. @ethereum $ETH https://t.co/NcFmrh4Fm3


Summary: Bitcoin heading to $146k next.

#Bitcoin weekly
Gann Square that I've been following since late 2024
Still holding the horizontal Gann level after breakout last week... for now
If this level holds, I still see 128K being next level based on fibs, then 150-160K is next https://t.co/SM7pKVSAgE


Summary: Disagrees with a cautious read on Bitcoin; implies more upside ahead.

Bitcoin doesn't always get 3 moves to extreme greed in a cycle, but I think this will definitely be one of them.

Currently in the lower values of greed, with plenty of room for growth! https://t.co/NRa8ud4B88


Summary: Bearish CRWV with targets sub-$120 then sub-$100 as mania unwinds and money rotates to cheaper alternatives.

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


Summary: Added to NVO position today; now holds 80,000 shares.

@DeepIceValue @Dividends_Mania I added today again. Slowly building. 80,000 shares now.

@Dividends_Mania ✌.. to make things even better, i have some $NVO as well 😅


Summary: Both CORZ and CRWV headed much lower in 3-4 months; CORZ will trade as a proxy for CRWV's decline given tiny float and heavy short interest.

@Umbisam I understand what you mean and I still don't agree.

I think because the CRWV float is tiny compared to overall share base and it is already heavily shorted with little borrow available, CORZ is going to trade like a proxy for where CRWV will trade in 3-4 months (much lower)

@mikealfred what I mean by that is that $CORZ, at current levels, is already pricing in ‘as a given’ a 25% correction of CW … I agree CW may rationally appear overstretched at current levels, but I am not in a position to rule out that at $150/sh a -25% is as likely as a +25% in this AI


where CRWV will trade in 3-4 months (much lower)


RIAs want Bitcoin in their client portfolios ASAP. Eaglebrook blew through $400M on the way to $500M and then $1B+. Early days for this key part of the Bitcoin industry.

Summary: Bullish BTC: wealth management AUM ramp signals surging institutional demand still in early innings.

The wealth management business is starting to COOK. RIAs want Bitcoin in their client portfolios ASAP.

Eaglebrook blew through $400M on the way to $500M and then $1B+

Early days for this key part of the Bitcoin industry.

Today, Eaglebrook surpasses $400 Million in AUM while delivering $52 Million in client tax savings. Eaglebrook is is now trusted by 90 RIA partners who oversee $1.7 trillion in assets.

cc @mikealfred

https://t.co/PaBoAfJDQR


Summary: Teases an imminent bullish deal for CIFR, implying significant upside catalyst forthcoming.

@wclemente If you like this, just wait until you learn about the deal CIFR is about to sign

Cool to see my Wulf thesis from last yr now play out with Fluidstack at Lake Mariner

Gives credence to my current GLXY thesis. Think mkt is asleep, if Novo leases the rest of Helios’ capacity at same economics as their current Coreweave deal, GLXY should re-rate much higher. https://t.co/VEGhv0GGY5


Summary: Stay long IREN and CIFR; also considering OPEN as a new long.

Don’t mess with @ericjackson

Also, stay long IREN and CIFR (and maybe OPEN too now)


Summary: Bullish IREN as a major beneficiary of massive GW-scale AI data center buildout; could become one of the world's largest companies.

Why is @elonmusk building massive 1+ Gigawatt (GW) AI data center campuses?

Go spend a week in deep thought running through every dimension of this question.

Once you achieve a deep understanding, you might grok why IREN could become one of the largest companies in the world.


Every single one was nervous that they don't own enough Bitcoin

Summary: Billionaire demand for Bitcoin suggests upside; no interest in altcoins.

I talked to 15 billionaires in the last week.

Every single one was nervous that they don’t own enough Bitcoin.

Not a single one mentioned Ethereum, Ripple, Nipple, Buttcoin, Fartcoin, Cockcoin, Solana, Dogecoin, Cardano, or NFTs.


Summary: Author counters parent's $400k BTC target with own $315k EOY forecast; still strongly bullish.


Summary: Long BTC with a $10M/coin long-run target; current entry price irrelevant at that scale.

When Bitcoin is trading at $10,000,000 per coin, you won’t care whether you bought it at $200,000, $300,000, or $500,000 per coin. Just make sure you get to at least .1 Bitcoin.


Summary: Holding Bitcoin; bullish amid dollar-weakening narrative.

@MichelleMakori Not selling my Bitty coin

Trump: “You make a hell of a lot more money with a weaker dollar.”
Triffin’s Dilemma in real time.
You can’t weaken your currency to boost exports and expect the world to keep trusting it as the global reserve. One eventually breaks.
And that’s exactly what Trump is leaning


Summary: Long BTC: expects $112K-$115K to hold as support before ripping to $146K next target.

Bitcoin should bottom in this $112,000-$115,000 area where it has built tremendous support. Do not get fooled or shaken out. Bitcoin loves to feign weakness for short periods of time before ripping faces off heads. The next stop is still $146,000. Absolutely nothing has changed.


Summary: Long BTC; $119K weekly close achieved, targets $123K+ this week en route to Valhalla.

Step 1: $119,000+ weekly close ✅

Step 2: $123,000+ this week

Step 3: Valhalla

Bitcoin over $119,000 with 50 minutes to the weekly close. I’ve been around a long time and this move feels decisive. If it can close up here and make new all time highs this week, we should see 3-6 months of extreme up only behavior. Valhalla is finally at our doorstep. Godspeed


Summary: Conditional long BTC: break/hold $118,500 targets $146,000 within 30 days.

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


Summary: Bullish BTC; frames $116K as a buying opportunity after missing the $123K entry.

If you didn't get the opportunity to buy Bitcoin on Sunday night at $123,000, that's OK because you're awake now and can buy it for $116,000.


Summary: Endorses BTC going above $130k; bullish.


Summary: Bitcoin miners need to 2-3x from current levels before real excitement begins; strongly bullish on sector.

WGMI Bitcoin miner ETF; AI optionality context fits

@SteveUrkelDude This isn’t even excitement yet. This is a simple re-basing. Needs to 2-3x from here to begin to see actual excitement.

Very, very happy to see the action on the #Bitcoin miners this week and last, after putting in bases in April.
This sector was long overdue and many long term investors were waiting/hoping for excitement to return to the sector, and it has.
Great to see, hopefully keeps up.


I'm still adding. 165,000 shares at the close.

Summary: Still adding to OSCR position despite chart breakdown; 165,000 shares at the close.

@Jake__Wujastyk I don’t really care about charts but I do like this potential deviation. I’m still adding. 165,000 shares at the close.

$OSCR #OSCR A pretty rough week here as price broke and closed below the diagonal trend zone. https://t.co/hXQ6i2X4aN


Summary: Long BTC; support re-test at $109-112k before rally to $146k.

People are scared. You can smell the fear in the air. And yet Bitcoin is just casually re-testing support in the $109-112k area one more time before it heads to $146k. It’s really that simple. Don’t overcomplicate the easiest long of all time.


Summary: BTC to $116,000 by Monday night; endorses violent leg up scenario.

@SuperBitcoinBro $116,000 by Monday night

if this is going to play out then BTC should close back in between the Bollinger Bands by Sunday or Monday at the latest

if that happens then we can expect a violent leg up


Summary: Bullish BTC; the bubble in Bitcoin FUD is about to pop, implying price will rise.

@PeterLBrandt Yup the bubble in Bitcoin FUD is about to pop soon


Summary: Bullish BTC with $315k target, dismissing bearish thesis in parent.

@thescalpingpro Too bearish. $315k inbound.

#Bitcoin - what if 🤔 https://t.co/D6ZLmyGAHF


it will break out to $150-250k by end of year. Don't be dumb. BTC is something you buy and put in the vault

Summary: Strongly bullish BTC to $150–250k by year-end; buy and hold conviction.

I see a lot of people out here overthinking it. Thinking they’re smart when the smart thing to do is just buy and hold Bitcoin. Nobody knows exactly when it breaks out. But it will break out to $150-250k by end of year. Don’t be dumb. BTC is something you buy and put in the vault


It's going up forever homie. You can close the charts and go to sleep and wake up in 8 years and it will be $1M+

Summary: Bullish BTC to $1M+ over ~8 years; dismiss chart-watching.

@MatthewHyland_ It’s going up forever homie. You can close the charts and go to sleep and wake up in 8 years and it will be $1M+

#BTC 4 HR closes https://t.co/zLPH6FhZFJ


Bitty looking to bottom above $112,000. Then $146,000 as was written in the ancient scrolls.

Summary: BTC bottoming above $112K with worst-case dip to $110K; targets $146K next.

Bitty looking to bottom above $112,000. This very minor August macro drama will fade quickly after Powell’s speech is done. It’s really that simple. Looks like worst case is a tap of $110,000. Then $146,000 as was written in the ancient scrolls.


And Bitcoin. If you don't mention this, it's incomplete.

Summary: Bullish Bitcoin as an essential solution to global poverty/hunger alongside AI and robotics.

@elonmusk And Bitcoin. If you don’t mention this, it’s incomplete.

The path to solving hunger, disease and poverty is AI and robotics


Summary: Author has taken a small long position in OSCR.

$OSCR is expected to grow its Q2 REVENUE by 29.9%; EBIT by 80%; and EPS by 111%.


Summary: Bullish Bitcoin as the only real money vs fiat.

@tunguz This is fiat in a nutshell.

If you want real money, you need Bitcoin.

Hype, smoke, and mirrors can only get you so far. Eventually reality kicks in.


Summary: Bullish BTC to $121,000 within a week, now in price discovery with clear upside.

Huge week for Bitcoin. It has broken definitively in to price discovery. Nothing but blue sky with $121,000 within a week. Relatively speaking, the proxies had a more mediocre week but that is by design. You didn’t think they would just hand you generational wealth, did you?


We are going to break $110,000 and then $112,000 and the move will be sudden and violent. It's imminent.

Summary: Strongly bullish BTC; expects imminent, rapid breakout above $110K then $112K.

We are going to break $110,000 and then $112,000 and the move will be sudden and violent. There will be no bloodshed. No physical violence. But there will be tears. Tears of the luddites, bears, and shorts who failed to understand the future of money. Don’t blink. It’s imminent.


Summary: Bullish BTC; implies buying at $117K is still a valid entry after last week's $107K level.

If you didn’t buy Bitcoin last week for $107,000, that’s OK because you can buy it this week for $117,000.


Summary: Buy and hold Bitcoin for 4–8 years to reach millionaire status; strongly bullish long-term.

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


Summary: Disclosed buying IBIT options again today; ongoing bullish position.

@XavierMichelGo1 I did again today. Couldn’t resist.

@mikealfred Let’s keep loading IBIT options!!


Summary: Long BTC and Bitcoin miners into September rally; front-running thesis with V-shaped reversal to wreck late shorts.

@CrypticTrades_ Yes, exactly my thoughts.

And the miners are the smartest capital in Bitcoin so they don’t care about any of the short term noise and are heading higher in advance of the September rally.

Something I've been thinking about for $BTC:

What if the price is currently front-running the September weakness, making everyone think that in September it will get bloody, before a V-Shaped reversal to wreck all the late-shorts that are currently pilling in? 🤔


the miners are the smartest capital in Bitcoin so they don't care about any of the short term noise and are heading higher in advance of the September rally

Major publicly traded Bitcoin miners basket


If they can't do it, it's game over. $146,000 next.

Summary: Bullish BTC: holding $112K breakout; if bears can't push below $110K on Powell fear, next target is $146K.

Bitcoin still holding the $112,000 breakout level. If the bears have any shot at salvation, they will need to use any fear created by Powell tomorrow to drive BTC under $110,000. If they can’t do it, it’s game over. $146,000 next.

Bitty looking to bottom above $112,000. This very minor August macro drama will fade quickly after Powell’s speech is done. It’s really that simple. Looks like worst case is a tap of $110,000. Then $146,000 as was written in the ancient scrolls.


Summary: Endorses bullish BTC stance, echoing the SMA alignment setup.

@SuperBitcoinBro Stay bullish my friends

$BTC daily

Full bullish SMA alignment likely confirms at tomorrow's close. The last time this happened was November 2024.

Need to see follow-through but the setup is there. Looking really good bros. 💪 https://t.co/mcvCRtpw0n


Your main focus right now should be on Bitcoin. It will go to $1M+ when you're not even 30 yet.

Summary: Long BTC to $1M+, contradicting the parent's ETH/DeFi thesis.

@milesdeutscher Your main focus right now should be on Bitcoin.

It will go to $1M+ when you’re not even 30 yet.

Your main focus right now should be on $ETH betas/DeFi/revenue plays.

Many have still barely pumped.


Summary: Long BTC/IREN/CIFR/MSTR as preferred plays; avoids SOL, CoreWeave, Equinix, and generic BTC treasury copycats.

I want to own Bitcoin, not Solana.

I want to own IREN, not Coreweave.

I want to own CIFR, not Equinix.

I want to own MSTR, not some random BTC Treasury company buying spot at increasing market prices.

I am a discerning. patient, value investor. It’s how I made my fortune.


I want to own MSTR, not some random BTC Treasury company buying spot at increasing market prices.


Don't buy altcoins unless you want to lose money in Bitcoin terms over the long term

Summary: Implicitly bullish BTC long-term; altcoins structurally underperform Bitcoin over time.

@udiWertheimer One big piece of advice

Don’t buy altcoins unless you want to lose money in Bitcoin terms over the long term

my friends

one small piece of advice

do not buy altcoins mere days before bitcoin enters price discovery


I never doubted OSCR would bounce given that it's significantly undervalued

Summary: Long OSCR; author sees it as significantly undervalued with a bounce expected.

@JoshuaKushner I never doubted OSCR would bounce given that it’s significantly undervalued

never be disappointed by the most predictable outcome


Summary: Buy Bitcoin; dismisses Coinbase/regulatory noise as distraction from the real signal.

@OHare888 Just buy Bitcoin bro. You are focused on noise, not signal.

Brian Armstrong of $COIN did a masterful job of gaslighting the viewers on the “importance” of his companies position in the “financial services industry”, saying that the Genius Bill is “a financial revolution for America”

Saying among other things that coinbase, unlike the


Summary: Long BTC targeting $146K; expects a springboard bounce from $106,700 by Thanksgiving.

Per @DonnyDicey, I'm keeping a close eye on the $106,700 level as I think we could see a springboard bounce from that level towards $146,000. Hold on, folks. Our time is almost here. By the time you are biting in to the first turkey leg on Thanksgiving, we will be much higher.


Summary: Sarcastic dismissal of bearish framing; author is actually bullish on Bitcoin breakout to $137K target.

@Washigorira So incredibly bearish. Stop this madness immediately.

#Bitcoin BREAKOUT 🚀

AB = CD pattern targets $137K 🎯📈 https://t.co/GejNlTf8tq


Summary: Holds over 15,000 November call options on IBIT; sustained bullish position.

@scale_bar @DonnyDicey Same. I'm up to over 15,000 Nov calls.

@mikealfred @DonnyDicey Added a few more IBIT Nov and Jan calls today.


Summary: Bullish on IREN and CIFR; expects institutional catch-up to drive prices higher over the coming weeks.

@ericjackson Exactly. This feels like May 2024. It will take weeks for institutional investors to get fully caught up on what’s happening here. Higher we go.

No details in the WSJ story about price or how much cash/stock $CRWV intends to pay for $CORZ

Just that they’re looking to complete the deal in the “coming weeks”

Now what are the next pieces on the chessboard to focus on? $IREN $CIFR


Ethereum's price action today screaming that all of crypto is about to go vertical

Summary: Bullish on ETH and BTC; ETH price action signals crypto going vertical with BTC breakout imminent.

Ethereum’s price action today screaming that all of crypto is about to go vertical. Bitcoin’s next major breakout is nearly upon us.


Bitcoin's next major breakout is nearly upon us


Summary: RIOT expected to drop to $0.50 or lower before recovering; BITF bankruptcy rumors dismissed as probably not true.

@daknakamoto Probably not but as I’ve said for awhile now Riot can take it down to 50 cents or lower before it recovers

@mikealfred Is the rumors $bitf going bk this year true?


Summary: Google's 8% stake in Terawulf signals a hyperscaler stampede into power/data-center companies; bullish on the sector broadly.

Google took an 8% stake in Terawulf today. For the last year, I couldn’t figure out why Microsoft, Amazon, Google, and Meta weren’t tripping over themselves to buy up these companies while they were really cheap. The stampede has begun. Hold on to your hats.


why Microsoft, Amazon, Google, and Meta weren't tripping over themselves to buy up these companies while they were really cheap

Data center power basket: Vertiv, Eaton, Vistra, Constellation; EATON dropped


Summary: IBIT to $100 by Thanksgiving; author so confident he's backing it with a public stunt.

IBIT will be $100 by Thanksgiving otherwise I will eat 100 hot dogs in one sitting without puking. If I puke at any point, I will give all my followers who like and retweet this .1 Bitcoin and an all expenses paid trip to El Salvador and Bhutan.


Summary: IREN trading at $4B vs Nebius at $16B despite higher revenue and more power capacity; implied undervaluation.

Nebius: $100M quarterly revenue

IREN: $86M monthly revenue

Nebius: Securing 1GW of power by end of 2026

IREN: nearly 3GW of announced power today

Nebius: $16B valuation

IREN: $4B valuation

Value investing is hard!


The real Bitcoin bull market hasn't even started yet

Summary: Strongly bullish BTC; claims the real bull market has not yet begun.

The real Bitcoin bull market hasn’t even started yet. If you don’t understand this, you are in for a very rude wake up call in the near future.


Summary: Bullish BTC; implies USD debasement drives Bitcoin to $122,000.

$122,000  US AMERICAN RAPIDLY DEBASING DOLLARS PER 1 BITCOIN. ���🇸


Summary: Bought more IBIT Nov $90 calls; bullish on Bitcoin ETF near-term.

@mikealfred Great day to pick up more Dec/Jan IBIT 100 calls


Summary: IBIT will reach $100 by Thanksgiving; stated with full conviction.

@litigious_dulce IBIT will be $100 by Thanksgiving. I am dead serious. Also, I do like hot dogs (but rarely eat them).

@mikealfred Please don’t let this be a joke. I want this to be real. Please please please.


Summary: Bullish IREN long-term; thinks it's a better company with significant upside ahead.

@alc2022 It may go up a lot more in the long term because it's a better company

Will $IREN perform like this after I post my deep dive?

Holding stocks when they go down is hard. Harder when they go up. Harder when many of the companies you study shoot up too.

I love this game.


Summary: Decisively bullish BTC: buy and hold for 10 years, dismissing short-term bearish trader consensus.

Never forget how confident the traders were just a few days ago that Bitcoin’s next move was lower. It’s the same story over and over and over again. If you listen to traders on X, you will have less Bitcoin than if you don’t. Buy and hold for 10 years. You can thank me later.


Summary: High conviction BTC to $146k by mid-September; recommends IBIT $80 Aug call options as a good bet.

@JoeCarlasare I said there is a very good likelihood of $146k by mid September

Specifically I said the IBIT $80 Aug monthly expiration options are a good bet

@mikealfred Wait… you don’t think we get to 140k by August ???


the IBIT $80 Aug monthly expiration options are a good bet


Summary: Bullish data center operators on scarcity: scaled infrastructure takes a decade to build, consolidation via CoreWeave/Core Scientific shrinks public comps further.

Launching a new crypto treasury company is as easy as flipping a light switch which is why dozens will come out every month.

Launching a world class scaled up data center company takes at least half a decade if you can even get the power and equipment (you can’t).

Scarcity.

---

With CoreWeave taking out Core Scientific, there will be even fewer large publicly traded data center companies left in the market.

The kid analysts have a lot to learn about how business and markets actually work.

Tick tock


Summary: BTC will break above $121K once regular trading resumes Monday; Sunday low-volume suppression won't hold.

I don’t trust these prices on Sunday because they are always so manipulated by low volume. There is no way they will be able to hold it below $121,000 once regular trading restarts tomorrow.


I'm almost at 100,000 shares thanks to them. This is where all my profit comes from.

Summary: Holds nearly 100k shares of OSCR; calls it the source of all his profit — decisive bullish position disclosure.

@DL2828x Sadly? I’m almost at 100,000 shares thanks to them. This is where all my profit comes from.

@mikealfred Sadly, looks like they're having some success with $OSCR


This is EXACTLY what I've been trying to warn people about for more than a year. It's happening.

Summary: Endorses the view that energy/power infrastructure is the binding bottleneck for AI buildout, implying long energy infra.

Energy infrastructure basket: ET, EPD, WMB, KMI; MLPs label removed

This is EXACTLY what I’ve been trying to warn people about for more than a year. It’s happening.

An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now.

Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA.

Transformers, power equipment, cooling equipment, and the availability of https://t.co/Txon2eHZh8


Summary: Bullish on Bitcoin miners/HPC plays like CIFR; endorses melt-up re-rating thesis on hyperscaler deals lifting all names.

@313ronnieb It's amazing how symbiotic a few of these companies have become.

Any major hyperscaler deal signed by any company causes an additional re-rate in all companies.

Love the setup.

@mikealfred Rushing to cover before the next melt up.

A $cifr or Horizon signing supercharges this move


Summary: Long CORZ: already priced in low CRWV, any deal rejection/outside bid or activist involvement is a positive catalyst; CRWV declining as expected.

CoreWeave dumping, down 9.5%, largely as I’ve expected. CORZ flattish which is a VERY good sign. It has already priced in $100-110 CRWV. Any sign of a deal rejection or outside bid will launch CORZ.

---

Also, there is a decent possibility of an activist getting involved from the CORZ side, buying up 10% of the stock, and trying to build support to reject this deal. That would be a positive catalyst for the stock as well.


CoreWeave dumping, down 9.5%, largely as I've expected


Summary: Bullish OSCR; value investors buying the dip while others panic.

@epictrades1 Experienced value investors are digging in and loving this action. While the kids cry, adults get to work.

$OSCR Goes any lower & the entire Twittersphere will need a shrink.


Summary: Bearish CORZ: deal economics make no sense for shareholders; MSFT/META could disrupt the deal.

@313ronnieb @ericjackson It's a no brainer to for MSFT or META to try to disrupt this deal. The economics make zero sense for CORZ shareholders imo.

@ericjackson Someone listened to @mikealfred space and shorting down before they make a competing bid


Summary: Bullish BTC to $150k+ by year-end.

@JoeCarlasare @JRHunt935410253 Hate? LOL. Don’t be a drama queen, Joe. All in good fun. We all win when Bitcoin goes to $150,000+ before the end of the year.

@JRHunt935410253 .@mikealfred continues to hate on my 130k - 140k target, but I think it’s going age quite well


Summary: Bullish BTC to $1M; current entry price irrelevant — only whether you own at least 1 BTC matters.

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


Summary: Bullish BTC: lull phase convincing weak hands it won't move, then a sharp breakout imminent.

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


Why would it stop going up when they're going to print money to infinity?

Summary: Bitcoin keeps rising indefinitely driven by endless money printing.

@kjsuited007 Why would it stop going up when they’re going to print money to infinity?

@mikealfred Is there a theoretical point in time where Bitcoin will hit a peak or does it go up infinitely?


Summary: Still sees upside in RGNX but prefers PRTA on risk/reward basis right now.

@otismyman48 @TheShortBear @NDR_Research I still think it has a chance but I like PRTA a little better right now risk/reward

@mikealfred @TheShortBear @NDR_Research What are you thoughts / projections on $RGNX? Time frame?


I like PRTA a little better right now risk/reward


I'm loaded up with out of the money calls in large size

Summary: Long IBIT via large OTM calls; explicitly bullish on BTC via ETF options.

@Invst_Informant I’m much more greedy than you. I’m loaded up with out of the money calls in large size.

Bitcoin $BTC is coiling up for a large move with tightening bollinger bands and still holding the structure of this bull flag

Idk why i haven’t been doing this more often but will likely sell alot of puts on $IBIT tomorrow

Win/win scenario as either I get more bitcoin or make https://t.co/njbwhQjsQM


Summary: Long BTC to $250K on Fed rate-cut cycle starting September plus potential new Fed chair.

J-pow admits the risks are to the downside in terms of employment and GDP. Rate cut in September now 100% confirmed. We should get 2-3 cuts by end of year. 100-200 basis points within 12 months and a new Fed chair. Bitcoin to $250,000.


Summary: Buying PEP (value), STZ at $161, and DEO under $100 as rare bargains among quality beverage companies.

@Jake__Wujastyk Yup. This is pure value.

Also buying up STZ at $161 and DEO under $100 today.

Rare for beverage companies of this quality to trade at these multiples.

$PEP Never seen something this pinned/coiled up @mikealfred

And for that reason, I have been loading and will continue to do so if price stays in this area by next week. https://t.co/fCPNLPIW1b


Summary: Biotech heating up is a bullish leading signal for all risk assets over the next 6 months.

Biotech really heating up across the board. This is a VERY good sign for all risk assets looking out 6 months. Keep an eye on this.


Summary: Decisive hold/long stance on CELH; no exit warranted for a good business.

@beaumellin No need to exit good businesses

@mikealfred Hey Mike. Unrelated, but do you have an exit point on CELH? Been a great run from the low 20s in February


Summary: Strongly bullish BTC; would keep buying aggressively at current levels.

@Davidoffsk70710 I don’t give personal advice but if I were short Bitcoin, I would never stop buying until I had enough.

@mikealfred Hi @mikealfred should I buy some here or wait ?


Summary: Implies BTC will reach $146,000, topping the parent's $141,000 target.

Jerome Powell may have just kicked off Operation $141,000. $BTC https://t.co/8fZJSETkvY


Summary: Prefers IBIT calls over the parent's position; cleaner path to positive outcomes.

@kelly_joe38751 You might still be OK depending on when you bought them and how much you're down. But I don't envy you. I would rather be in IBIT calls. Cleaner line of sight to positive outcomes.

@mikealfred Bought the March ‘26…..600 Strike…..ouch


Summary: Strongly bullish BTC: $146K locked in within months, $172K–$250K possible; price lags value, patience needed.

Bitcoin is playing dead as it tends to do but by now you should be smart enough to see right through this act. In actuality, Bitcoin has never been stronger. Within months, $146,000 is locked in. $172,000, $200,000, and $250,000 all possible. BTC price always lags value. Patience


Summary: Casually bullish BTC to $1M+; dismisses concern over a 2% dip as noise on the way up.

@JaguarAnalytics So Bitcoin doesn’t matter but now you’re going to post about it every time it drops 2% on the way up to $1M+ per coin? Interesting strategy.

$BTC Bitcoin gave up all gains from Friday https://t.co/jYSnSjIQEQ


Summary: Bullish BTC; block reward still 3.125 BTC for ~3 more years signals we're very early in the cycle.

Miners are still getting 3.125 Bitcoin per block for almost 3 more years. Do you realize how insanely high that is? We are SO early. https://t.co/ojOIELnD9l


I'm up to 165,000 shares and still adding

Summary: Long OSCR, holding 165K shares and still adding; views recent decline as a better entry price.

@Invst_Informant Agreed. I’m up to 165,000 shares and still adding. I appreciate the fear and inexperience that’s giving me a better entry price.

What’s really going on with Oscar Health $OSCR 👇

The recent decline should not be misread as a reflection of deteriorating fundamentals. Quite simply, $OSCR has received WAY too much attention on social media and the market is doing a sentiment check on who are the REAL


Summary: Bitcoin miners' equity values will be orders of magnitude higher before the next halving; strongly bullish on quality BTC miners.

@QuentinCooper Their equity values will be orders of magnitude higher from here before the next halving.

@mikealfred What will that mean for the quality bitcoin miners?


Summary: Bullish BTC; weekend price action is wind-up for imminent run to $130K-$150K.

Anyone who thinks what happened this weekend is just a weekend pump is either short, or not a serious market practitioner. This weekend was the wind-up for the imminent run to $130,000-$150,000. Focus on signal. There is a lot of noise on X.


IREN doesn't care about lines once it gets going

Summary: Bullish IREN; momentum will override technical resistance once breakout is underway.

@nanotitan28 IREN doesn’t care about lines once it gets going

$IREN FIRST DAILY CLOSE ABOVE FEARED SECOND BOSS ZONE IN HISTORY NOT COUNTING IPO DUMP.

3 consecutive higher closes through epic boss battle.

Daily RSI may be hot, but the candles speak a language of their own. Engulfing —> Hammer https://t.co/RmYFPKxTTn


Summary: Bullish BTC to $200K; dismisses euphoria narrative, argues mainstream awareness still absent.

Anyone who thinks there is any euphoria in the Bitcoin market is either a complete beginner or needs to go outside and talk to normal people on the street. The average person has no idea what Bitcoin actually is and still hasn’t noticed that it’s heading rapidly to $200,000.


Only truly skilled investors can tell when a "growth" stock is actually a deep value stock

Summary: Endorses parent's bullish thesis on IREN as a deep value play in the AI+BTC era.

@moneyqubit Only truly skilled investors can tell when a “growth” stock is actually a deep value stock

The biggest value stock of the AI + BTC era is hiding in plain sight.

$IREN is not just early but massively undervalued.

When 2.9 GW gets priced in, $3.7B MC will look like a typo.


Summary: Strongly bullish BTC, sees $315k minimum, well above parent's 130-140k cycle top estimate.

BTC is going to push up to 130k+ IMO.

Potential cycle top at 140k


Summary: Bullish BTC on demonstrated market depth absorbing $9B supply; expects significantly higher prices.

@Tyler_Neville_ Yes, a sign of market depth and liquidity. We are going a lot higher.

FWIW I traded for a $100 bln fund and moving a 1% position would sometimes take weeks given the liquidity in the stock, size of the company and footprint you’d leave.

It is incredible the market took $9 bln BTC of supply so well, and shows the depth of the BTC market now- super


You don't have to be a VC to own IREN shares

Summary: Recommends owning IREN as a retail-accessible way to get energy exposure.

@abpmoon @chamath You don’t have to be a VC to own IREN shares

@mikealfred @chamath How do you get into energy like you did bitcoin? Only VCs seems to have capital and resources?


#7 for the win and it's not particularly close

Summary: Picks IREN as the standout 10x candidate from the list, with high conviction relative to peers.

@TheTechInvest #7 for the win and it’s not particularly close

POTENTIAL 10X IN 5 YEARS

1- $OSCR
2- $HIMS
3- $NBIS
4- $DUOL
5- $SOUN
6- $EOSE
7- $IREN
8- $ASTS
9- $OKLO
10- $ONDS
11- $ACMR
12- $ADUR
13- $ACHR
14- $TEM
15- $TMDX
17- $RKLB
18- $ABCL
19- $JOBY
20- $NVTS


Summary: Bitcoin miners signaling imminent major breakout; bullish BTC price discovery ahead.

The miners are the true signal of imminent Bitcoin price discovery. They are closest to the protocol and means of production. They have the smartest and longest tenured capital bases. And right now they are screaming that a major breakout in Bitcoin is upon us. Pay attention.


Summary: Endorses parent's 10x thesis and adds Bitcoin and AI/BTC-exposed data center developers as candidates.

@dotkrueger And data center developers exposed to AI and Bitcoin

Your house is not going to 10x in the next decade.
Neither will Gold.
Neither will the SP500.
And certainly no Bond Portfolios.

The only candidates are Bitcoin, and some carefully selected pre-IPO startups.


Data center developers basket incl BTC/AI cos


Summary: Bullish BTC: post-halving scarcity (450 BTC/day) makes sub-$120K prices unsustainably cheap; won't last.

It’s incredible. They are only making 450 new Bitcoin per day. That’s total new BTC globally. FOR EVERYONE. And make no mistake, EVERYONE needs Bitcoin. When you put it in the correct perspective, it is mind blowing you can still buy 1 Bitcoin for less than $120,000. Not for long


I've been banging the drum for 2.5 years that people need to invest and work in these sectors if they want to be protected from economic hardship in the coming decades

Summary: Long Bitcoin for decades; recommends allocating to crypto as protection against economic hardship.

@CryptoWendyO There is no recession in AI and Bitcoin which is why I’ve been banging the drum for 2.5 years that people need to invest and work in these sectors if they want to be protected from economic hardship in the coming decades.

The jobs report is a scam.

Unemployment is serve right now.

We are in a recession

Bitcoin can only do so much.


Summary: ETH breakout seen as strongest bullish signal for BTC since ETF approval; both entering steepest part of the bull cycle.

Ethereum breaking out is the most bullish signal for Bitcoin since the ETFs were approved. We have entered the launch sequence for the steepest part of the cycle.


We have entered the launch sequence for the steepest part of the cycle


Summary: CRWV is highly overvalued; bearish on the stock while bullish on physical infrastructure operators it cannot afford to acquire.

The interesting dynamic here is that CRWV is highly overvalued and the best physical infrastructure operators are highly undervalued. CRWV can’t pay the 100-300% premium required to buy the best operators for fiduciary reasons. But they need infra ASAP. Let the games begin!


Summary: CIFR is undervalued; options activity suggests upside despite recent volume drop.

@daniel_manzella @ericjackson Options activity still saying something is up. We will see. It’s undervalued either way.

@mikealfred @ericjackson Even with the drop in volume this week on CIFR?


Do not fall for it. It has been making the exact same move for as long as I've watched it

Summary: Long BTC; current dip is a headfake to shake out weak hands before continuing higher.

Bitcoin loves to make these little headfake moves lower. Just low enough and just long enough to trick the weakest of weak hands in to dumping their coins before continuing higher. Do not fall for it. It has been making the exact same move for as long as I’ve watched it. Godspeed


Summary: Bullish on IREN and CIFR as leveraged plays on MARA's potential move, implying massive upside.

@Freedom_By_40 If MARA does this, IREN and CIFR could go to infinity.

Updating my models now.

$MARA high time frame https://t.co/6XWL1GxVZy


Summary: Bitcoin will rise as Fed Reverse Repo hits multi-year low.

BREAKING NEWS: Federal Reserve Reverse Repo reaches its lowest level in more than four years. Do you know what happens next? https://t.co/EQrDp49xx3


Summary: IWM god candle likely forming now, implying a bullish breakout in small-caps.

@cantonmeow IWM candle probably in progress now

I basically posted a tons of cycle charts tonight.
Nothing else matters if $IWM makes God candle, $DXY crashes and $Gold tops out.

Last cycle:
$DXY topped March 2020
$Gold topped August 2020
$IWM God candle November 2020
#Bitcoin top November 2021
Money printing kept going


Summary: Corrects 'if' to 'when' for BTC new record weekly close above $109,050; implicitly bullish.

If bitcoin closes above $109,050, it will be a new record weekly close tonight.

🔥


IREN isn't just working on partnerships with hyperscalers on a project by project basis. It's also quietly and organically growing in to a hyperscaler itself.

Summary: Bullish IREN: beyond hyperscaler partnerships, organically becoming a hyperscaler itself — a thesis most investors will miss.

Here’s a truth bomb that most investors will miss until it’s too late:

IREN isn’t just working on partnerships with hyperscalers on a project by project basis.

It’s also quietly and organically growing in to a hyperscaler itself.


In the long run, it's programmed to go up

Summary: Long BTC long-term; structurally programmed to appreciate as better money.

@amitisinvesting It’s better money bro. It doesn’t matter exactly why it goes up on any specific time. In the long run, it’s programmed to go up. Think bigger. Understand the asset more deeply.

so

why do we think bitcoin $BTC just did what it did?

that was not retail…

saudis? a big corporate? sovereign wealth fund?


Summary: Long CIFR: unusual bid-walking signals imminent breakout above $5 with potential run to $5.50–$6+.

Someone is carefully walking the bid up on CIFR after hours. Very unusual behavior in this name vs typical. Everything about the way this stock is trading for the last 4 trading days has been highly unusual. I am not sure what’s up but I’m 99% certain now that something is up.

---

They've walked it up to $4.99 bid / $5 ask. I think we will break out over $5 tomorrow and might possibly see one of those runs that takes it straight up to $5.50-6. On significant news, it could obviously go a lot higher. Feels like a volcano right now.

---

Needless to say, anyone holding $6 options across various expirations should be rooting for this as all they would rip in this scenario.

---

There is goes $5.01 bid / $5.06 ask.

This is serious business. You do not see activity like this accidentally.

Watch tomorrow.

---

$5.05 bid / $5.06 ask

Tick tock

---

$5.06 bid / $5.09 ask

Ok, family time now but this is not a coincidence

Tomorrow we should see some major movement even if there is opening dip

---

$5.20

Told ya

🎯


Summary: Bullish Bitcoin as a hedge against government bailouts and monetary debasement.

@SpecialSitsNews There will always be more bailouts. This is why we Bitcoin.

Whoa, bailout coming https://t.co/Vs8PVrtWSm


Summary: Bullish IREN as a long-term compounder, analogous to EQIX's early-stage explosive growth run starting 2004.

Buying IREN today is like buying EQIX in 2004.

Buying Metaplanet today is like buying MicroStrategy in 2021.


Summary: Bullish CIFR: imminent close above $8 breaks 4-year downtrend, targeting $15-30 by year-end.

The next move for CIFR is a close over $8, breaking a 4+ year downtrend.

I believe this move is imminent, possibly within days, and its completion makes a $15-30 year-end closing price probable.

As always, this is NFA. Please review with your advisor, accountant, or Jim Cramer.


Summary: Prefer IREN over HIMS: IREN offers better quality, downside protection, and long-term upside.

@danielisdizzy Swap HIMS for IREN to dramatically improve quality, downside protection, and long term upside

3 stocks I'm buying HEAVILY:
$HIMS
$NBIS
$LMND

3 stocks on my watchlist:
$DUOL
$IREN
$ZETA


Summary: Author thinks $180k BTC top call is too bearish; implied Bitcoin goes higher than $180k.

@VinnyLingham I’m feeling what you’re feeling and my feel is that you’re too bearish

I’m feeling like we’ll see a Bitcoin blow off top at $180k around the end of September/early October…

I also do realize that by tweeting this, I’m changing the timeline 😆


Summary: Endorses parent's bullish BTC thesis with a slightly higher price target of $146,000.

#Bitcoin Inverse Head & Shoulders

Target: $144,000 🎯

A retest of the neckline is still possible but likely just fuel for the next leg up. 🔥📈 https://t.co/XNJbzf5Pj0


Summary: Coreweave will pursue Core Scientific or Cipher Mining as acquisition targets; both likely to benefit from takeover interest.

I told you Coreweave would make another attempt at Core Scientific or another miner. They have to move down the stack to the foundation to protect their core franchise long term. This was inevitable. If they can’t buy Core they will try to buy Cipher.


If they can't buy Core they will try to buy Cipher


Bitcoin is building explosive energy like a volcano. Seek shelter asap if you remain in fiat. This is not a test.

Summary: Strongly bullish BTC; warns fiat holders to exit, describes explosive upside energy building.

Bitcoin is building explosive energy like a volcano. You can feel it bubbling up under the surface. Hot, liquid, molten lava. Seek shelter asap if you remain in fiat. This is not a test.


Summary: Author discloses long positions in OPEN, IREN, and CIFR referenced in the parent tweet.

@ericjackson @cvpayne @FoxBusiness @Drake I AM LONG.

Just went live on TV with @cvpayne on @foxbusiness 🔥 Broke down why $OPEN, $IREN, and $CIFR are 100-bagger plays. And why I want @Drake to roll with the $OPEN Army to flex on Kendrick. Let’s ride. 🚀 https://t.co/OcDNOL3Xnb


Summary: Bullish IREN over WU; author asserts IREN has a much brighter future vs Western Union.

@OHare888 A lot more people care about IREN’s future than WU because IREN has a lot brighter future. Sorry brother. Life is hard and then you die.

@mikealfred No one on here cares what your or my cost basis is in these stocks, the point is that you made a snark comment about $WU and have been very vocal proponent of $IREN so we’ll see which one performs better than the other going forward.

Past performance does not guarantee future https://t.co/x91vDkjrm8


Summary: Endorses bullish IREN stance; vouches a great business is being built.

@cantonmeow You might be right, sir.

All I know is a great business is being built.

$IREN, one of my #Palantiring candidates, is in the process of challenging the 0.886 log fib and has full monthly Bollinger band expansion, indicating that a more volatile move is to come, most likely to the upside. https://t.co/8tnAssG9qu


Summary: Bullish CIFR; the selling pressure is shaking out weak hands before a re-rating higher.

@GXbitcoin To frustrate you so you sell before the actual re-rating

@mikealfred Why does Cifr get sold into every rally?  So frustrating!!


Summary: Decisive bullish quality verdict on IREN; no peer or superior.

$IREN Say hello to the third boss. https://t.co/nYNUIuQdis


Summary: Bullish BTC; implies price heading to $124K as USD debases.

$124,000 US AMERICAN DEBASING DOLLARS PER 1 BITCOIN 🇺🇸


they think CIFR could be worth $30 per share. I didn't say anything to disavow them of the notion

Summary: Implicitly endorses $30/share valuation for CIFR based on CoreWeave/CORZ comps; people are waking up to the value.

Chatted with a PM of a large fund this morning that already owns CoreWeave shares. They were doing the math based on indicative CORZ values and they think CIFR could be worth $30 per share. I didn’t say anything to disavow them of the notion. People are waking up quickly now.


Summary: BTC has 20-30% upside remaining this year.

@AlemzadehC Which is a great sign because BTC has at least another 20-30% left in it this year alone

For the first time in 1 year we have bullish alignment on the 4hr 50sma(top)/100sma/200sma(bottom) on #WGMI/BTC

Spring is reloading in this zone for the miners IMO

I’m expecting short term 40-50% outperformance compared to BTC https://t.co/5rGAcBrLtC


Summary: Decisively bullish Bitcoin as the greatest value investment ever; implicit long stance.

@OHare888 Bitcoin is the greatest value investment in human history.

Thoughts…

I know the urge to short or go long puts is pretty strong right now especially after this week, but my suggestion is to step back, don’t chase here.

Wait for a better setup as the one last week has played out for now, there will be plenty of opportunities to do that


I've been holding it since $300 and will continue holding

Summary: Still holding ETH since $300; ongoing long position.

@dotkrueger I have no idea what it’s meant to do but I’ve been holding it since $300 and will continue holding.

@mikealfred But "using" Bitcoin means "saving in Bitcoin". ETH is meant to be transactional.


Summary: Emphatically bullish Bitcoin; argues fiat debasement means BTC has no ceiling.

@CryptoCon_ BITCOIN HAS NO TOP BECAUSE FIAT HAS NO BOTTOM

Level 3 of the Magic Bands was achieved once again, at 116.6k.

Next up, the still untouched cycle top band at 158k (and increasing).

Bitcoin is finally nearing endgame territory. https://t.co/fCjWaP7GwY


Summary: Long BTC to $121K–$146K within 30–45 days.

@MatthewHyland_ Yup $121,000-$146,000 on deck within 30-45 days.

#BTC

Consolidating on support after sizable move up

Stocks breaking all time highs + M2 moving higher + in a micro uptrend since April 2025 + in a macro uptrend since 2022 + Above 10/43/55 SMA which are also moving up

Have to like this setup for a continuation upward in July: https://t.co/rafrtzCgG2


Summary: Bearish WU: structurally broken, expects price to fall below $5.

@OHare888 @WesternUnion @sydney_sweeney That company is structurally broken. Will be shocked if it can stay above $5.

“We’re All In” @WesternUnion @sydney_sweeney $WU https://t.co/EqWyMDktlE


Summary: Added to OSCR position; ongoing long on strong free cash flow.

@Tech_Investor20 Yup. Increased my position yesterday.

$OSCR Free Cash Flow

2024: $950.3M
Q1 2025: $878.5M

INSANE


Summary: Value arbitrage: gap between CoreWeave and IREN will continue to close — implied short CRWV, long IREN.

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


Summary: Bullish IREN; multiple converging tailwinds make everything net positive right now.

@CochranCrypto Everything is net positive for IREN atm. There are so many forces converging in the same spot.

@mikealfred Is this a net positive or or negative for iren?


Summary: Bullish on Bitcoin, Ethereum, IREN, Cipher, and MicroStrategy; mocks bears who sold the bottom and asserts the rally has further to run.

My condolences to all the emotional people who flipped bearish at the bottom on Bitcoin, Ethereum, IREN, Cipher, Microstrategy, etc

Markets always teach the hardest lessons. Take your lumps, learn, and keep going. This is far from over.


Summary: Bullish CIFR with $10 target; market undervaluing Black Pearl and Barber Lake AI deployment.

@gule_leo Oh yes it is. Should be $10 if the market understood how Black Pearl and Barber Lake will be employed for AI

@mikealfred $CIFR .. is not cheap at the moment ??


Summary: Bullish BTC to $130,000 soon, reacting to extreme Monthly Bollinger Bands signal.

#BTC Monthly Bollinger Bands now at the most extreme level in its entire history: https://t.co/Lxhe7JYRYu


Summary: Never short Bitcoin; decisive bullish stance on BTC.

@KillaXBT You should never be short Bitcoin. So silly.

Im not gonna lie. I have never seen this much $USDT printing ever.

You already know I track it. Lets just say they printed the most USDT I have ever seen in 2 weeks this entire cycle.

No shorts for me the next 3-4 weeks.


Summary: Bullish IREN as top AI data center stock pick.

@mikealfred What’s the best stock to have for AI data center ?


Summary: Plans to buy more IBIT tomorrow, ignoring the parent's sarcastic warning.

@darkside2030 Thanks for the advice. I will buy more tomorrow. 🙏

Go ahead and buy IBIT - They've already made it clear - You will own nothing and be happy


Summary: Strongly bullish IREN; cloud GPU financing advantage to drive stock significantly higher.

If you don’t understand IREN’s cloud GPU financing advantage, you will be completely bewildered when you see where the stock price goes next. Mark it.


Summary: Long BTC; holding large position is the most defensive strategy, target at least $1M.

@wclemente @CavanXy The most defensive position is to hold a large Bitcoin position until at least $1M. Few understand this apparently.

Nice chart from @CavanXy. BTC has also lost trend for the first time since late Feb. No momentum, not in deep value = No man's land.

Not saying sell everything and short crypto, but it's probably not a bad idea to be skewed towards a defensive mindset until shown otherwise. https://t.co/2tF5HVBxmE


Summary: Bullish CIFR; close above $8 triggers move to $15 target.

@ericjackson The close above $8 lit the match. $15 inbound.


Summary: Cantor Fitzgerald raises IREN PT to $100; author shares/adopts the bullish call.

Breaking: Cantor Fitzgerald raises IREN price target to $100. https://t.co/pOyGGqXZPx


Summary: Holds 57,000 shares of SharpLink; ongoing long position.

@scimmieinborsa I own 57,000 shares now but I don’t think I would join that board because I want to be able to trade it


Summary: Initiated 210,000-share long in Opendoor at $6.44; bullish on new CEO, board, and opportunity to reshape US real estate/mortgage market.

I have taken an initial 210,000 share position in OPEN at $6.44. I believe the company has a massive opportunity to reshape the US real estate and mortgage market. I’m a fan of the new CEO and board members and stand behind @ericjackson and the OPEN army. LFG! https://t.co/cJgXlJfDIK


Summary: Bullish CIFR: expects 1-2 more MW monetization deals this year beyond the current one.

@Marc_750 CIFR has a lot of MWs to monetize. This is not the last deal. They probably announce 1-2 more this year alone.

@mikealfred What do you think about the price/MW? Doesn't seem like an increase in desperation since it's more or less similar to Wulf.
I was hoping for up trending prices as an $Iren shareholder myself


now we just rip people's faces off in September to catch up. Most likely outcome tbh. Easy.

Summary: Strongly bullish BTC for September, expecting a sharp face-ripping rally to catch up after a negative August.

@Micro2Macr0 @fundstrat @fs_insight @MarkNewtonCMT But the Septembers were negative. So now we just rip people’s faces off in September to catch up. Most likely outcome tbh. Easy.

Here's something NO ONE is talking about in regard to this #Bitcoin chart.

ALL OTHERS Augusts near the final year of the #Bitcoin halving historical pump, were positive! Some substantially so. <-- This time is DIFFERENT.

@fundstrat @fs_insight @MarkNewtonCMT https://t.co/hHzelmZrvc


Summary: Bullish Bitcoin with a $125,000 price target.

$125,000 US AMERICAN DOLLARS PER 1 BITCOIN 🇺🇸


Summary: BTC to $120K today and $124K by Sunday; bullish near-term target.

Bitcoin could crack $120,000 today and $124,000 by Sunday. What excuse will the bears come up with then?


Summary: Bullish IREN: new ATH close but catalysts haven't even materialized yet, implying further upside ahead.

IREN - NEW ALL TIME HIGH CLOSE - $47.14 +12.86%

As I've said before, the crazy thing is that nothing has really even happened yet.


Summary: Strongly bullish BTC; next major upward impulse beginning, own it in size.

Bitcoin is an unstoppable force of nature. You can hate it. You can short it. You can try to sabotage it. You can speak negatively about it. But it will all be futile. The only correct decision is to own it and own it in size. The next major impulse is starting. Do not F this up.


Summary: Bullish IREN as the only truly vertically integrated cloud at scale in the datacenter pivot.

@sam_badawi IREN has a cloud already homie. The only truly vertically integrated offering at scale.

For what it’s worth, I think it’s still too early to say which companies won’t succeed in the datacenter pivot. If I had to guess, $IREN and $CIFR look best positioned.

This is separate from the Neoclouds, which already have years (some even decades) of experience in the field,


Summary: Increasingly confident CIFR signs multiple major co-location deals across sites before end of 2025.

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.


Summary: Author endorses bullish thesis on CIFR and IREN as AI data center power plays; trade is just starting.

Eric is not wrong. The AI data center trade is just starting.

Amazon just confirmed they’ve spent $90B on capex this year.

Data centers. GPUs. AI infrastructure.

That’s not bearish — that’s the biggest tell of the decade.

You think all that compute runs on air?

It runs on power — and companies like $CIFR and $IREN are building it. ⚡


Summary: Strongly bullish crypto (implied BTC/market): large players failing to spark panic, expects significantly higher prices by year-end.

Big manipulative scam wicks everywhere. This is highly bullish. A lot of large players are out of position and desperately trying to spark panic selling but it is not working. We are going A LOT higher before end of year. So freaking obvious.


Summary: Bullish CLSK targeting $20-25 this month after closing above $15.

CLSK very quietly closed over $15 today. I am looking for a move towards $20-25 this month. https://t.co/KNtJwp15eo


Summary: Author endorses IREN as his preferred pick in Bitcoin mining / AI data center; serves on its board.

@rudrakshm I can only serve on the board of one “Bitcoin miner” or AI data center developer at a time. IREN is my horse in this vertical.


Summary: Adding to long OPEN position under $5 in pre-market; orders filled at $4.85–$4.95.

I am buying more OPEN under $5 in the pre-market session. Come to papa!

---

Fell back asleep and my orders filed at $4.85 through $4.95. Happy Friday! https://t.co/L4AR9WxRU9


Summary: Bullish macro setup: dollar dropping, yields falling, small caps breaking out, Bitcoin turning up — expects asset markets to rally.

Liquidity is about to spike. The dollar is about to drop. Yields are falling back. Small caps are breaking out. Bitcoin is turning up. AI is taking over everything. And you’re bearish on asset markets? Really? Are you stupid or just playing dumb for engagement?


Summary: Bitcoin reacting positively to PPI print; implied bullish.


Summary: Long BTC; current period is the last accumulation window before $130K+.

Day 8. We are in the window. When we look back in a couple months, this time period will be clearly visible on the chart as the last obvious area to accumulate Bitcoin before $130,000+

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: MSTR now reasonable value after peak exuberance faded; implied bullish at current levels.

@JavierHermosa21 Too much exuberance at the peak. I called it out correctly at the time. Now it has grown in to its valuation and may actually be a reasonable value again. Rinse and repeat. If you use peak multiples as your benchmark, you will always be easily confused in markets.

MSTR hit an all-time high of $543 on November 20, 2024 when BTC was at $94,300.

That was almost one year ago.

At the time MSTR owned approximately 331,200 BTC. They have since acquired an additional 305,305 BTC and now hold 636,505 BTC total.

That's over 3% of all the bitcoin https://t.co/LvxWpsy8A6


Summary: Bullish on Cipher Mining; Google-backed deal is first of many, stock goes higher after market digests the convertible.

People are freaking out and getting this all wrong, per usual.

The Cipher deal is massively bullish. It’s the first of many. Google is a shareholder and backing the deal.

This is the beginning of a new chapter, not the end.

The market digests the convert and then we go higher.


Summary: Pushes back on Chanos's bearish IREN thesis; implies stock is not as overvalued as Chanos claims.

@RealJimChanos @bitcoinbutcher1 But if you are wrong about the buildout costs, how is your analysis any better?

You are too bearish, period.

@mikealfred @bitcoinbutcher1 Mikey, I’m literally responding to a ridiculous $IREN SOTP analysis which omits buildout costs from its NAV calculation. But sure, I know nothing about the Company.


Summary: Holds a notably large long position in STZ, implying strong conviction.

@brener_moshe My STZ position is 3-4x larger

@mikealfred I think STZ is more attractive


Summary: Bearish shorts on BTC will get punished; expects Bitcoin to reverse higher from its mini drawdown.

Shorts are getting pretty aggressive squeezing the juice out of Bitcoin’s mini drawdown. It looks like picking up pennies in front of a freight train to me and I believe it will likely be punished shortly here. At some point, there is no juice left to squeeze. Drink up, bears!


Summary: Casual bullish endorsement of IREN.

@nanotitan28 Not sure what this means but I like the stonk

$IREN Working through a fib confluence that includes the magenta 1.414 cycle linear fib. https://t.co/9RtppRNKGG


Summary: Bullish IREN; treats shorts as fuel for long-side gains.

@RagingVentures We welcome all IREN shorts as sacrifices to the God of Long profits! 🙏

The party feels like it is getting a little long in the tooth, was busy shorting $BE, $QS, $PL, $IREN, $INTC, $QBTS, and $RGTI today.  High octane.  Wish me luck.


Summary: Implies OPEN's difficulties are easing; forward bullish lean.

@founderwithadhd It’s going to get easier now

Been a tough couple weeks for $OPEN. Conviction is intact and growing. Markets test patience.

Stepping back from social for a bit to much negativity; clarity matters more than chatter.

Open aarmy strong https://t.co/OGOmOz1ZWk