Summary: BTC will break above $100K permanently within a month or two; $10K call is dead wrong.

structural marker; pre-classified as canonical yfinance ticker

@Dstanc2 @daveweisberger @mikemcglone11 @scottmelker @jameslavish 2020 was the last time that was possible. He still has maybe a month or two to buy under $100,000. Then it could be gone forever. Poor guy.

@mikealfred @daveweisberger @mikemcglone11 @scottmelker @jameslavish His call is for $10k BTC


Summary: BTC target $104.5K after breaching $100K.

@dotkrueger You’re a winner in my book either way.

$104.5K next up after that.

It's 5:43 pm. in Hawaii.
99K has just been breeched.
Plenty of time to cross 100k. https://t.co/YFYzYZSQDZ


Summary: Disagrees with 150K cycle cap; implicitly bullish BTC above $150K this cycle.

@LuckyHorseShoe4 You are on drugs if you think it won’t

@mikealfred BTC isn’t going over 150k this cycle.


Summary: Bullish BTC, MSTR, and bitcoin miners; argues miner leadership is prerequisite for parabolic BTC/MSTR breakout.

Microstrategy holders, including yours truly, should be rooting for a huge rally in the miners. Without significant participation and leadership from this group, there will be no parabolic breakout in BTC or MSTR. I don’t make the rules but this is how it works. Let’s see.


there will be no parabolic breakout in BTC or MSTR


should be rooting for a huge rally in the miners


Summary: 85% probability of a big move up on COIN Bollinger band squeeze.

industry='Financial Data & Stock Exchanges'

$COIN daily Bollinger band is squeezing super hard, implying volatility will come very soon.
Is it going to be a big move up or a big move down? https://t.co/X2H8G3memd


We are going to new all time highs and fast. Don't fade it.

Summary: Strongly bullish BTC: weekly close + equity decoupling signals fast move to new all-time highs.

Bitcoin has entered absolute beast mode. Huge weekly close. Decoupling from equities fully. Don’t fade it. We are going to new all time highs and fast.


Lilly can't pass a basic value screen. Sorry.

Summary: Bearish on Lilly; fails basic value screen, implying overvalued.

@JSMinPA1 @Melt_Dem Lilly can’t pass a basic value screen. Sorry.

@mikealfred @Melt_Dem Novo Nordisk. Probably should long Eli Lilly too.


I'm waiting for $150,000 to buy more. Want to make sure the breakout is confirmed with volume.

Summary: Planning to buy more BTC at $150K once breakout is confirmed with volume.

@JamesWMarshall5 I’m waiting for $150,000 to buy more. Want to make sure the breakout is confirmed with volume.

@mikealfred Waiting until we drop to the 176 SMA to buy back in


I'm long Nike with a $56 average and willing to add if we go lower

Summary: Holds Nike long at $56 avg, willing to add on further weakness.

@ramahluwalia Yup in the meantime I’m long Nike with a $56 average and willing to add if we go lower.

1/ Nike has 100+ factories in Vietnam employing 500,000 people far below minimum wage.

That’s a complex supply chain as large as a fielded army.

(And no one wants to thread needles and get measured against a quota in the Carolinas.)

The fact is it is cheaper for $NKE to pay https://t.co/Q7fAhYgzg0


Summary: Bullish BTC: Sunday dumps weakening, bears cornered; targets $104.5k, $109k, $121k in quick succession.

These fake little Sunday afternoon dumps are getting weaker and weaker. Bears and manipulators running out of ammunition. They are cornered in a bunker and will be hunted down and massacred over the coming weeks. $104.5k, $109k, $121k coming in quick succession. Stay vigilant.


Summary: Likely to buy more CIFR if it stays under $4.

@KellyOB18 If it stays under $4, I probably will too.

@mikealfred I'm buying more CIFR tomorrow !!!!!


Summary: BTC will reach $1M per coin; dismisses short-term bearish chart analysis as noise.

@MatthewHyland_ Incorrect. $1M per coin is inevitable. All this short term chart voodoo is noise.

Only goal for #BTC Bulls now is to break $89k, create & confirm a higher-high, and confirm an end to the downtrend: https://t.co/cnObvjPm0z


Summary: Confident BTC reaches $150k–$200k+ in 2025; conviction unchanged since Dec 2022.

@Invst_Informant My confidence about seeing those prices in 2025 has never wavered since December 2022.

I’m more confident than I’ve ever been that $150k is minimum that Bitcoin $BTC goes to for this cycle

$200k+ is becoming very realistic but let’s see new ATH first


Summary: Author implies BTC will exceed $150K if SPX hits 7,000; bullish on BTC beyond the parent's target.

@CyclesWithBach Bro if SPX goes to 7,000, BTC is going A LOT higher than $150,000 😂🤣

Credit markets are doing very well ✅

Any comparison to 2008 is ridiculous at this point in time - It’s a made up narrative which has no valid place in the current environment

Ignore the noise - We’re in major wave 5, not an ABC correction

SPX to 7,000 and BTC at 150,000 https://t.co/VaQ7RYeyng


Summary: Bullish BTC, expects price to go significantly above $109K.


The period just ahead of us will be known as the Great Summer of Bitcoin in the history books a century from now. By the end of the year, you will barely remember what Bitcoin felt like before this summer.

Summary: Strongly bullish BTC into year-end; predicts a historically significant summer rally for Bitcoin.

I’m calling it right now. The period just ahead of us will be known as the Great Summer of Bitcoin in the history books a century from now. Strap in. By the end of the year, you will barely remember what Bitcoin felt like before this summer.


Summary: Bullish on Bitcoin making the world better; skeptical of the rest of crypto.

@MikeIppolito_ Bitcoin will. Not sure about the rest of it.

Know it's not cool to say this anymore, but I truly believe crypto will make the world a better place.

Keep the faith y'all, I believe.


$88,000 to $92,000 is the bottom for Bitcoin. $315,000 is the top. That's $7,000 of max downside and $220,000 of potential upside.

Summary: Long BTC with downside floor $88-92K and upside target $315K; highly asymmetric risk/reward.

In the short term, $88,000 to $92,000 is the bottom for Bitcoin. $315,000 is the top. That’s $7,000 of max downside and $220,000 of potential upside. This is the kind of asymmetry that has made many billionaires.


Summary: Endorses longer bitcoin cycle thesis; only in the 3rd–4th inning, implying significant upside remaining.

@intangiblecoins This is EXACTLY the right view. We may only be in the 3rd to 4th inning.

this is looking like a longer and more measured bitcoin cycle than priors https://t.co/Je63fPk4Xe


Summary: Bullish BTC: corporate treasury accumulation by public firms creating a supply squeeze.

@smatthewschultz Yup between 30-40% of all corn is grown by publicly traded US firms. Insane. Can you say supply squeeze?

Something to think about over the weekend, extracted from a chat I had with Grok.

“Recent posts on X from early June 2025 suggest significant bitcoin treasury activity. For instance, one post claimed that from June 2 to June 6, 2025, 16 companies added 4,456 Bitcoin to their


Summary: Bullish BTC amid geopolitical turmoil and weakness in dollar, bonds, real estate; implied buy signal.

The Middle East is burning. The dollar is crashing. Bonds are a melting ice cube. Real estate is a death trap. And quietly Bitcoin is just chilling at $107,000. You know what to do.


Summary: Actively buying CIFR alongside the parent; live long position disclosure.

@bitcoin_few I’m very sorry too. I’m on the bid as I type this.

Just want to apologize to everyone. I said I was finished buying. Just bought $CIFR at 2.55 🤦♂🙏4😳


Summary: Buy and hold BTC; bullish at $110,900 on its unique role as decentralized monetary network.

Bitcoin looking relaxed and comfortable at $110,900. If it was one of your buds, you'd say "homie, you look super chill today". But since it's just the world's first fully decentralized monetary network and native asset, it's best to just buy as much of it as you can and wait.


Summary: Bullish on data center sector; expects it to skyrocket over the next few quarters.

@matthew_sigel EXACTLY. The data center space is going t absolutely skyrocket over the next few quarters.

dATa sPEnDiNG gROWTH iS tAPPed oUT https://t.co/PsjWJyeovt


Summary: Bullish BTC reaching $120k+ before May end, sooner than parent's June assumption.

@BitMasterK Why so bearish? BTC might be $120k+ in May

If $BTC ends June at $120k, $MSTR will show ~$20B of Earnings.

Assuming 300M shares, that’s a $66 EPS for the freaking quarter LMAO.

If the avg PE Ratio is about 20, that means the other 3 quarters BTC can be flat & MSTR would still deserve a $1,320 share price. 🤣


Summary: Bullish BTC to $150K+ by end of 2025, with $200K as the real question.

@NeilJacobs Of course. The real question is do we breach $200,000.

Do you think Bitcoin will hit $150,000 by the end of 2025?

What catalyst(s) will send it there?


Summary: Long ex-Bitcoin miners with secured power capacity pivoting to AI data center deals; called the most undervalued stocks globally.

BTC miners pivoting to AI/HPC with power assets

The most undervalued stocks in the entire stock market globally are companies with gigawatts of secured power that started as Bitcoin miners but are about to announce large AI deals. Period. Full stop.


Summary: Endorses parent's bullish IWM thesis; implies upward move is imminent.

Miners are waiting for $IWM.
I've said this since March 2024.


Summary: Bullish BTC to $1,000,000 before 2033.

@PeterDiamandis Maybe this year. $1,000,000 before 2033.

#Bitcoin is hovering around the 100Ks (I predict it'll reach 300K), so for those telling you 'you're too late', you might want to think again.


Summary: Expects Bitcoin and related crypto assets to go parabolic in H2 of this year; current weakness is temporary.

In the back half of this year when Bitcoin and a bunch of related assets are going parabolic, this period will seem like a strange bad dream. This is how it always goes. The human mind can absorb and then quickly move on once conditions change.


Summary: Long BTC with personal $315K target by Nov/Dec.

@SuperBitcoinBro I was thinking $315,000 in Nov/Dec. You think it’s possible by mid July? Wouldn’t be the craziest thing I’ve ever seen but it would be close.

$BTC preparing to enter up-only mode https://t.co/dYNqxqJqPv


Summary: Author endorses bullish stance on Bloom Energy as data center power bottleneck play.

Bloom Energy 2025 Datacenter Report: Mid-Year Pulse (Summarized by ChatGPT)

🔌 Executive Context: Power Is Now the Bottleneck

AI’s exponential growth is colliding with a fundamental constraint: electricity.

By 2028, U.S. data centers are expected to consume 12% of the https://t.co/BR0fX9CYeC


Summary: Bitcoin 2025 bottom is in; buy-and-hold thesis for significant upside over coming months.

The bottom is in on Bitcoin for 2025 and a lot of chart monkeys and kid analysts are going to be crying in a few months when they realize how much richer they would have been if they had bought and held instead of overtrading.


Summary: Strongly bullish BTC for May, expecting 50%+ monthly move.

Bitcoin is WAY overdue for a 50%+ month.

May is going to be absolutely MASSIVE.

If you don’t understand this, you may be beyond help.

LFG!!


Summary: Endorses IREN as best-in-class at intersection of two major megatrends; retail tailwind inevitable.

@optionscjp One of the best companies in the world at the center of the 2 most important megatrends of our lifetimes. It is probably inevitable that this would happen.

If I’m reading X correctly, i think $IREN is one of the next name to pick up the same sort of retail tailwind as $OSCR


Summary: Endorses bullish CLSK thesis; expects price to move higher.

$CLSK closed the week above a flattening 20 week SMA, which I think will hold as support. This means that it'll go to upper Bollinger band most likely to 12 bucks. https://t.co/yCXmwlXdId


Summary: Bullish Bitcoin; frames it as the least risky asset to own.

@amitisinvesting Bitcoin is the least risky thing you own. Keep studying!


Summary: Bullish Bitcoin; frames $95K as a buying opportunity this Wednesday.

If you didn’t buy Bitcoin two Wednesdays ago for $75,000, that’s OK because you can buy it this Wednesday for $95,000.


Summary: Long PEP at 52-week lows sub $130, targeting $200+ over 1-2 years while collecting 4.4% yield.

Pepsi is the next Anheuser-Busch. Get long $PEP at 52 week lows sub $130 just like $BUD at 52 week lows around $45 in January and then ride it up to $200+ over the next 1-2 years. Collect 4.4% yield while you wait. Investing doesn’t have to be hard if you focus on value.


Summary: Implies Bitcoin will outperform or follow gold's breakout above $3,500; bullish BTC.

@Geiger_Capital Now just wait until you learn about Bitcoin

Can’t sleep…

Watching Gold break above $3,500. https://t.co/FcWbenYfQu


Summary: Bullish BTC; endorses the higher-high / end-of-downtrend thesis as inevitable.

@MatthewHyland_ No need for the chart. It was always inevitable.

#BTC attempting to make its first higher-high since the all time highs

A higher-high would confirm an end to the downtrend: https://t.co/duHg6JbIjo


Summary: Bullish crypto miners: sees heavy accumulation and building energy, expects price discovery to close lag with BTC.

@EmmettLong8 Energy is building. I can see it in the way they are trading. They are under heavy accumulation imo.

@mikealfred It is interesting that the lag between price discovery and that being reflected in the miners has still not really shown up.


It turns out there may be some demand for IREN's infrastructure

Summary: Bullish IREN: implies strong demand for its infrastructure in context of Oracle's astronomical AI demand.

@FransBakker9812 It turns out there may be some demand for IREN’s infrastructure

$IREN $ORCL
Oracle is Scrambling to Meet ‘Astronomical’ AI Demand

Ellison:  Oracle is building data centers as fast as it can, and still cannot keep up with customer demand, the company’s leadership said in an earnings call.

“We recently got an order that said ‘we'll take all https://t.co/SSk3M5tnsh


Summary: Endorses bullish IREN setup; decisive if terse positive verdict on the stock.

$IREN

Pure technically speaking:

IF this level holds, which I think is more probable than not, I expect $18 next, followed by $28 (ATH) this year.

I don't hold IREN myself, but this is what I observe when looking at this chart.

Let's see how this will play out https://t.co/V1pkxC71c2


Summary: Dismisses JPM CEO's bearish Bitcoin call; implicitly long BTC.

@AAGresearch He has been bearish on Bitcoin for 10+ years. One of the worst calls of all time. Not listening, sorry.

When the CEO of the largest bank in the US is bearish, you better listen https://t.co/QKa4vqIayh


retail FOMO wouldn't even really start until around $500,000

Summary: Bullish BTC; 2017 fractal implies retail FOMO doesn't kick in until ~$500K.

@blackwidowbtc Using this fractal, retail FOMO wouldn’t even really start until around $500,000. Insane.

2017 fractal overlay (update)

#Bitcoin https://t.co/lRvhAwSchG


Summary: BTC on track to $150K; higher highs and higher lows confirm uptrend.

Higher highs, higher lows. Tick tock. $150,000 is just around the corner.


Summary: Endorses having BTC exposure even for non-crypto investors; implicitly bullish Bitcoin.

@udiWertheimer Even if you’re not in crypto

if you’re in crypto and you don’t have any bitcoin exposure you’re out of your fucking mind

absolutely batshit


Summary: Buy Bitcoin as a hedge against unsustainable US deficit and debt.

It will massively increase the already gigantic budget deficit to $2.5 trillion (!!!) and burden America citizens with crushingly unsustainable debt


we're headed to $200,000-$315,000 soon so the only question you should be asking is: "Do I have enough Bitcoin?"

Summary: Strongly bullish BTC targeting $200K–$315K; urges accumulation.

Bitcoin closed over $107,000 for the first time in the history of the asset and protocol. That’s great but we’re headed to $200,000-$315,000 soon so the only question you should be asking is: “Do I have enough Bitcoin?”


Summary: Author implies parent's bullish BTC corporate-adoption view is too conservative; more bullish on BTC.

@EricBalchunas You’re still not bullish enough

Anyone out there tracking the # of companies adding btc to balance sheet? Would love to see a chart. Feels like you'd hear about one a week announcing it but lately it feels like 3-4/day.


Summary: Long BTC; bullish on money-printing catalyst driving Bitcoin higher.

@SpecialSitsNews It’s a fantastic sign. I own a shit ton of Bitcoin and they are powering up the money printers.

Bitcoin up, stocks down is not a good sign


I was telling him COIN was a huge buy at $30-40 so he's listening now

Summary: Long COIN; author has been bullish since $30-40 and continues to advocate for the stock.

@ericjackson People online are generally retarded. Not useful to factor that noise in.

I’ve been talking with Stephen Glagola for at least 3-4 years now. I’ve been trying to drag him in to the more bullish camp. I was telling him COIN was a huge buy at $30-40 so he’s listening now.

@mikealfred No… I meant more the commentary being positive on the announcement yesterday compared to the bears online saying it was like an ATM


Summary: Bullish BTC breakout move is inevitable; timeline is secondary, upward move is certain.

@TonyTheBullCMT It's better money. This move is inevitable whether it happens in this arbitrary timeline or not.

Range breakouts in Bitcoin tend to be strong and happen in one large weekly candle, closing above the upper Bollinger Band for confirmation

Bulls want to see this within two weeks, leading to a strong May close https://t.co/LydL73how3


Summary: Terse bullish endorsement of PEP in reply to chart discussion.

Who wants to do a Twitter space of me going over this $PEP chart??


Took an initial 2,500 share position in Regeneron $REGN at the close near $494. Way too cheap.

Summary: Initiated 2,500-share long position in REGN at ~$494; considers it way too cheap.

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


Summary: Recommends adding IREN to portfolio alongside crypto/mining positions.

Top 20 stock exposure on my biggest portfolio here.
Will my $COIN or $TSLA or miner positions get as big as my $PLTR's girth? https://t.co/9gIGCOS1mq


Summary: Bullish BTC with cascading targets: $109K → $146K → $315K on successive breakouts from current levels.

If we can break $104,500 on convincing volume then I believe $109,000 becomes inevitable.

If we can break $109,000 then I believe $146,000 becomes inevitable.

If we can break $146,000 then I believe $315,000 becomes inevitable.

It’s simple.


I've heard the entire story and I still can't believe where the stock is trading

Summary: Bullish CIFR; author implies stock is undervalued relative to its fundamentals/deal potential.

@BTCStocksInvest I’ve heard the entire story and I still can’t believe where the stock is trading

Some are puzzled why $CIFR is up 20% today.
I am wondering same thing. It should be UP 200%.
It has 600 Megawatts Energised Now.
And yes, rumour that Softbank screwed up but  with Fortress engaged believe the BIG DEAL IS IMMINENT. 600 MW for AI WOULD BE WORLD"S BIGGEST PROJECT!


Summary: Firing Powell would be bullish for Bitcoin.

@bariksis For stonks and bonds maybe. Great for Bitcoin. Learn the game.

@mikealfred firing Powell would be a net negative IMO. Market wouldn't like it.


$150,000+ is coming and it's coming a lot sooner than most people think

Summary: Strongly bullish BTC to $150K+, expects move sooner than consensus.

Remember that when Bitcoin decides to go, it just goes. It doesn’t wait for news, trendlines, RSI, Saylor buys, chart squiggles, kid analyst opinions, or anything else. $150,000+ is coming and it’s coming a lot sooner than most people think. Hold on tight.


Summary: Long NVO; added to position yesterday after after-hours news.

@Jake__Wujastyk I am long and added yesterday.

$NVO After hours news yesterday 👀

https://t.co/TBL1PJWPJF https://t.co/Etab0jsLto


Summary: Long BTC to $121K on bullish CPI print catalyst.

The CPI print is so bullish that the market is in shock. Give it the rest of the day to respond properly. Bitcoin should start its move towards $121,000 soon.


Summary: CIFR could reach 3-3.5% Bitcoin mining market share by end of Q3 if global hashrate stays suppressed.

@LvngstonThunder CIFR could get to 3-3.5% market share by the end of Q3 if global hashrate stays down


Summary: Extremely bullish BTC; claims no one holds enough for the imminent move up.

BREAKING: NOBODY HAS ENOUGH BITCOIN FOR WHAT IS ABOUT TO HAPPEN. NO ONE. PERIOD.


Summary: Bitcoin's decisive cycle move will be signaled by sustained miner strength; watch miners as the leading proxy.

You will know when Bitcoin is beginning its decisive cycle move when the miners move up sustainably and not a moment before. There is no other proxy that can predict this. Watch carefully.


when the miners move up sustainably and not a moment before


they haven't dumped Bitcoin below $84,000 yet. Spooky AF for the bears. Feels like the quiet just before the storm that rips the faces off the non-believers.

Summary: Bullish BTC: holding above $84K despite red futures/DXY weakness signals an imminent face-ripping squeeze higher.

It’s Sunday night.

It’s so quiet you can hear a pin drop.

Futures are red. DXY down.

But then you realize that they haven’t dumped Bitcoin below $84,000 yet.

Spooky AF for the bears.

Feels like the quiet just before the storm that rips the faces off the non-believers.

LFG!


Summary: Stay long BTC; holding outperforms short-term trading.

@AtradeZ_ You always say that but I think you might have some kind of disease 🤣

Stay long BTC bro. All this trading is going to net out to much less than just holding BTC

@mikealfred Ain’t no way I’m longing top

This is local top Mike lol

BTC pulling back here

I’m bullish long term though


you'll be able to buy it again tomorrow for $104,000

Summary: BTC going to $104K by tomorrow from ~$98K.

If you didn’t buy Bitcoin a couple hours ago for $98,000, that’s OK because you’ll be able to buy it again tomorrow for $104,000.


Summary: Everyone should own dividend stocks and Bitcoin; decisive buy/own stance on both.

@jdorman81 Anyone under 100 (not dead) should own dividend stocks and Bitcoin

Bonds down stocks down.

How financial advisors still peddle the 60/40 portfolio is beyond me.

No one under 60 should own bonds — under 60 should own stocks and crypto.

Real estate is a dead investment too.


If it gets back to $85,000 again, I'd be pretty surprised. The buy pressure is building. Where would the selling come from?

Summary: Doubts BTC revisits $85K; sees building buy pressure with no clear source of selling pressure — implicitly bullish.

@Freedom_By_40 If it gets back to $85,000 again, I’d be pretty surprised. The buy pressure is building. Where would the selling come from?

Amazing run off the lows for #Bitcoin.

Maybe a little higher and then thinking a cool off is likely in the cards before much higher (as long as we hold the retracement zone).

Nothing has to happen ofc but I think its probable and this way you're at least mentally prepared. https://t.co/kTFnlgcGEo


Stay long. $1M per coin is coming when you're still in your 20s.

Summary: Long BTC with $1M per coin target on a long-term horizon.

@wclemente In retrospect, it was inevitable. Stay long. $1M per coin is coming when you’re still in your 20s.

Biggest Bitcoin ETF inflow day in a while yesterday at $912mm.

What's even more impressive to me, though, is the lack of large outflows throughout all of March/April during market turmoil. $37b now held by BTC ETFs. https://t.co/ym8oLszuUX


Summary: Decisively bullish BTC with $150K price target.

@MatthewHyland_ Nothing matters. $150,000 inbound.

#BTC Daily currently https://t.co/qgdjLyIHkW


Summary: Bullish BTC: $100K now support after first full week above it; targets $150K.

For the first time in its history, Bitcoin has spent an entire week above $100,000. $100,000 is now support. Bears have to be shitting their pants here. $150,000 inbound.


Summary: Bullish CIFR: capex finishing soon puts them at 23 EH, with potential zero additional capex via AI lease at Black Pearl.

@GAVR1EL11 lol chill. This is a super conservative approach to finishing all capex for Black Pearl phase 1. Puts them at 23 EH of really good hash within months and if you read between the lines they have no additional capex at all if they lease remaining 150 EH at Black Pearl for AI.

What a disgusting move by $CIFR
They couldn’t stand people finally coming back
🤢 https://t.co/gF7vaSAAix


Summary: Endorses bullish setup in BTC miners; expects a meaningful move up when BTC makes its next move.

@Lacabra_Capital Agree. This setup has been a long time coming but when it actually happens it will have been worth the wait.

Feels like the miners finally have some juice in them, and will see a nice gap up next time BTC makes a move

Price action telling a story


Agree. This setup has been a long time coming but when it actually happens it will have been worth the wait

WGMI Bitcoin miner ETF; AI optionality context fits


Summary: Long BTC for 10+ years as the maximum risk-adjusted outcome.

@TonyTheBullCMT Exactly why I buying Bitcoin and holding 10+ years is both the maximum risk adjusted outcome and the hardest to do.

"Men who can both be right and sit tight are uncommon."

–– Jesse Livermore


My original cycle top target is $315,000 and I'm sticking with it

Summary: Maintains $315K BTC cycle-top target; firmly bullish against the parent's near-top warning.

@eddyluxe_ My original cycle top target is $315,000 and I’m sticking with it

@mikealfred Sir, $BTC already did a 7x this cycle from $16K to $112K.
Not saying that BTC can't go higher this cycle, but we are likely closer to the top than not.
Of course, I would love to be proven wrong and see my original cycle top target of $180K hit.
However, unless Bitcoin starts


Summary: Buy BTC over GME; explicit buy instruction on Bitcoin, implicit avoid on GameStop.


It's primetime for Bitcoin "miners" with AI optionality. Hyperscalers are desperately trying to secure capacity.

Summary: Bullish on Bitcoin miners with AI optionality as hyperscalers scramble for capacity and financial institutions compete for a slice.

It’s primetime for Bitcoin “miners” with AI optionality. Hyperscalers are desperately trying to secure capacity. Neoclouds don’t have any physical infrastructure which makes them vulnerable. And a number of financial institutions want a slice of the pie. Mad scramble. Enjoy it.


Summary: BTC target of $444,000 is inevitable; strongly bullish.

When $84k becomes the Bitcoin base for five Fridays in a row then you know exactly where we’re gonna go.


Summary: Claims GameStop has already started buying BTC, implying ongoing accumulation is a bullish catalyst.

@lylepratt @ryancohen @gamestop Huh? There is no proof that they haven't purchased some BTC and my sources are adamant that they started weeks ago.

Probably the biggest fail during this dip: @ryancohen and @gamestop could have stacked at $75k but didn’t.


Summary: BTC heading to $150K+ regardless of Sunday's weekly close.

@MatthewHyland_ Irrelevant. We are going to $150,000+ no matter what happens on Sunday.

#BTC Weekly

Sunday close all important now: https://t.co/sScH2ksZHF


Summary: Bullish MARA; sector fell too far and is about to explode higher.

@Fibonacci_TA A sector that fell too far and is about to explode higher.

$MARA - tell me what you see? https://t.co/YKBEFSSTgr


Summary: Long CIFR calls; holds 80%+ OI in 3 strikes and targets well above $7-10 on BTC $150k + large power deal.

@web3_eth 1. If BTC is $150k and they do a 450-600MW deal the price is going a lot higher than $7-10

2. I am 80%+ of the OI in 3 of those strikes.

Good luck out there!


I'm willing to bet $10M that Bitcoin hits $124,000 before $84,000

Summary: Betting $10M BTC hits $124K before $84K; explicitly bullish.

I’m in a good mood and feeling bullish so I’m willing to bet $10M that Bitcoin hits $124,000 before $84,000.

Anyone want to take the other side? Respond below and include your choice of escrow services please. 🙏


Summary: BTC to $120K before July 15; DXY breaking down, Russell 2000 on breakout verge, massive gains expected in BTC proxy equities.

The DXY is under 99 and breaking down. Long term yields are receding from recent highs. The Russell 2000 small cap index looks to be on the verge of a breakout. Bitcoin will be $120,000 before July 15. It's the perfect set of conditions for massive gains in Bitcoin proxies. Enjoy


perfect set of conditions for massive gains in Bitcoin proxies

Bitcoin proxy equities: treasury+miner cos


Summary: Reaffirms $315k BTC cycle top target; no revision from prior call made at $16k.

@adamoFINM I have been rock solid on this target since $16k. No wavering.

@mikealfred Still have same cycle potential top of $315k or is that to be revised as well?  Asking for a friend...


Summary: Bullish on IREN.


Summary: Added BTC below $79k; endorses parent's buy action at current levels.

@wclemente Same except mine sent an automated email

My quant texted me so I added some more BTC sub 79k


Summary: Bullish on Bitcoin miners/transaction fees over 1-6 months as DOG token activity drives on-chain demand.

@MatthewHyland_ Bullish for transaction fees and miners looking out for 1-6 months

$DOG up 45% in last 5 days and continues to look like the most bullish alt in crypto


Summary: Extremely high-conviction long BTC: 99.5% chance of reaching $1M–$10M within 20 years based on 20yr fiat/Bitcoin study.

I have studied the global fiat system for 20 years and Bitcoin for nearly 20,000 hours.

We are only 10% of the way to $1M BTC and 1% of the way to $10M BTC.

I believe there is a 99.5% chance that we will achieve both targets within 20 years.

Please consider and act accordingly


Summary: Musk-Trump social media feud seen as bullish catalyst for Bitcoin.

Elon Musk and Donald Trump going to war on social media like a couple of grade school kids is super bullish for Bitcoin.


Summary: Wants to own AI infrastructure as the core play on mass AI adoption.

AI infrastructure basket: GPU, networking, DC, power

@ZssBecker I just want to own the infrastructure

We are about to see AI go from a thing only top tech people get and is used for novelties...

To something the masses get and demand 24/7 in higher amounts than electricity can provide.

AI and AI crypto is going to go absolutely fucking parabolic. Buy it all. Now. NOW.


Summary: Long BTC to $315,000; dismisses consensus bearishness this cycle.

@CryptoJelleNL We are going to $315,000. Everyone is too bearish.

If the midlevel of this 8-year-long channel breaks, my targets for #Bitcoin this cycle are way too low 👀 https://t.co/5SJEQD128R


Summary: Rumor that GameStop has begun a TWAP buy program this week; bullish if confirmed.

Just got a call from a friend who works at a major crypto broker. His analytics team is seeing signs that GameStop has initiated its TWAP buy program this week. Huge, if true. 👀


Summary: Endorses bullish CIFR thesis; expects a pending deal to close soon after political delays.

@litigious_dulce You’re barking up the right tree.

They had a deal done in February and politics got in the way. They will get it over the line soon imo.

I like $CIFR right now. After $APLD, I feel like a deal is on the horizon. https://t.co/dkx0gZ72lk


Summary: Bullish on physical AI infra (land/power/data centers) as the scarce bottleneck in large-scale AI compute buildout.

There are 3 broad things you need to spin up a large scale AI compute business.

1. Capital
2. Chips (probably NVDA)
3. Physical infra (land/power/DC bldgs)

1 and 2 are widely available.

3 is becoming increasingly constrained by the physical world.

We are about to rip, folks


Summary: Long BTC and short USD alongside major bank consensus on dollar weakness.

Favorite trades:

Goldman: short dollar
Morgan Stanley: short dollar
Deutsche Bank: short dollar
JPMorgan: short dollar


MSTR, Metaplanet, and all the Treasury companies will be buying relentlessly. Watch and enjoy

Summary: Bullish BTC: corporate treasury buyers (MSTR, Metaplanet et al.) will buy relentlessly through the summer ETF-flow lull.

@PDPhilaPhil They also aren’t around to sell.

But MSTR, Metaplanet, and all the Treasury companies will be buying relentlessly

Watch and enjoy

@mikealfred Question Mike.

How important is the ETF flow to price. FA’s, Inst Consultants, Pensions Allocators are off for the summer and back in Sept. We will not get a lot of demand to push price here from ETFs.

Your thoughts ?


Summary: Strongly bullish BTC: expects a +50% explosive move in July.

Bitcoin is way way overdue for a +50% month.

July will be explosive.

Mark it.


$1,000,000+ per coin is inevitable. It's just math.

Summary: BTC inevitable to $1M+ per coin on M2 expansion, corporate/sovereign accumulation, and continued block issuance.

There is a lot of noise in the market right now. But what’s important is that M2 is spiking, GameStop is buying, Saylor is adding, other corporates are loading, nation states are scheming, and the blocks keep minting. That’s it. $1,000,000+ per coin is inevitable. It’s just math.


Summary: Agrees bottom is already in; bullish on broad market assets from current levels.

@TheSwingTraderr The bottom in many assets is likely already in

$SPY The stock market will likely put a local bottom in the first two weeks of April before a huge face ripper rally. https://t.co/9czoi0qkEa


Summary: Decisive buy instruction on Bitcoin in context of macro/inflation discussion.

Watching oil get bid and the long end sell off after this NFP print. Looks like oil is bottoming out this quarter -- inflation bottoming too?  The main risk to the short long-duration thesis is a sharp economic decline, but it doesn't seem like that's the case, at least yet. https://t.co/y9beyZKwGo


Summary: Long BTC: superior structure and decentralization make a 10x more certain than any other asset, with limited downside risk.

@HHorsley Every other thing that could 10x has idiosyncratic risk and could be a zero. Bitcoin has a truncated left tail and is more certain than any other assets to eventually achieve 10x due to its superior structure and decentralization.

@mikealfred I know you've encountered the 1st.

What do you say on either topic?


Summary: Bullish BTC; expects price to break through $101-103k resistance and move to new all-time highs.

Looks like we get to take out a few more kid analysts and chart monkeys chattering about bearish divergences in this $101-103k area before we move to all time highs. You just have to admire how Bitcoin systematically sidelines people who don’t understand what they own. Beautiful.


Summary: Recommends MP Materials as a rare earth play.

industry='Other Industrial Metals & Mining'

This is going to be a problem.  Anyone have good rare earth names?


Summary: Buying BTC at current levels is justified; current price is not the high.

@TheBottomFeedr This is not the high. Learn Bitcoin.

There was a lot of career risk to buy Bitcoin before now.

@mikealfred Why so delayed and buying at near high?


We are at $109,400 heading to $150,000. Retail FOMO hasn't even started yet. This is one of the best setups in the history of financial markets.

Summary: Long BTC to $150K; retail FOMO not yet started, calling it one of the best setups in market history.

Bitcoin has achieved new all time highs. We are at $109,400 heading to $150,000. Retail FOMO hasn’t even started yet. Most people have no idea that BTC is even over $100,000. This is one of the best setups in the history of financial markets.


Summary: Adds to bullish BTC flywheel thesis: index inclusion of BTC-holding companies drives further institutional demand.

@tadtweets 8) Companies holding or generating Bitcoin being added to the S&P and other major indices

On my mind this morning…

1) ETFs proliferating that acquire $BTC
2) companies popping up everywhere to issue fixed income securities or their shares to acquire $BTC
3) more sovereign entities acquiring stakes in these companies or in ETFs that acquire $BTC
4) more ETFs


Summary: Disclosed long NKE purchase today.

@balajis Well said Balaji

Also I bought Nike today

Uncle Sam cannot get a better deal from Vietnam than free.

Vietnamese women grind in factories to produce Nikes, while Uncle Sam sends them printed money in return.

Who is ripping off whom?


Doesn't make a lot of sense especially as we move in to the later stages of an institutionally driven supercycle

Summary: Implicitly bullish on CIFR at 52-week lows; price-value discrepancy doesn't make sense into an institutional crypto supercycle.

@theBTCMiningGuy Doesn’t make a lot of sense especially as we move in to the later stages of an institutionally driven supercycle

Wow, new 52-week low for $CIFR

I haven’t seen such a discrepancy between price and value in a long time… maybe ever?

$CIFR could easily 10x in a year from here… with more upside to go…


Summary: Bullish BTC; the $100K wick shook out weak hands and price is quietly returning to all-time highs — hold.

It’s Saturday. Bitcoin wicked to $100,000 on Thursday night and scared kid analysts and chart monkeys out of their coins. The posts about head and shoulders patterns and re-tests of $95k are gone and we are left only with a quiet move back to ATHs. Same story, different day. Hold


Summary: Long BTC long-term; dismisses current price action as short-term noise.

@MatthewHyland_ There is no decision long term. This is all just short term noise.

#BTC decision coming https://t.co/HUUgLMecfx


Summary: Endorses parent's bullish wave-count thesis on WGMI Bitcoin miners ETF; expects solid spring.

@Invst_Informant Agree. Spring should be solid. Everything lining up.

$WGMI - Valkyrie Bitcoin $BTC miners ETF

For those that want to know how the next few weeks unfold for all your miners this is likely what happens.

We're in minor wave 4 (yellow) of a subwave 1 (green) within a larger Wave 1 (in blue)

Patience, party is just getting started https://t.co/ITU4l0LiWS


If you didn't buy Bitcoin yesterday for $109,000, that's OK because you can buy it today for $104,000

Summary: Encourages buying BTC at $104k, framing the dip from $109k as a buying opportunity.

If you didn’t buy Bitcoin yesterday for $109,000, that’s OK because you can buy it today for $104,000.


Summary: Strongly bullish BTC: expects $95K today, then $109K and ultimately $315K with no meaningful resistance.

Bitcoin will crack $95,000 today. There is nothing but air between here and $109,000 then clear skies to $315,000. The bears and chart squigglers who flipped bearish are in complete disarray. Bitcoin has a tendency to do this. It breaks anyone who fades it. Do not attempt this.


Summary: APLD likely undervalued after -35% drop today; implied recovery upside.

@Fllw_the_light @carmelo52056091 Even APLD is probably undervalued, especially after the -35% massacre today.

@mikealfred @carmelo52056091 I want to say,  "so $APLD?" But im too defeated to even do so.


Summary: Gold leads the current cycle higher first; Bitcoin follows and outperforms — both bullish on money-printing/crisis thesis.

Quick and friendly reminder:

In prior cycles, gold runs first as we enter the crux of the crisis and the money printers get plugged in.

Then, Bitcoin runs later and harder.

This is the pattern.


Summary: Strongly advocates consistent long-term BTC accumulation; dismisses technical/timing approaches as wealth-destroying.

@TonyTheBullCMT NO. This is all just noise. Buy Bitcoin every week or every month for 10 years straight. All these other approaches will make you relatively poor.

Let’s say Bitcoin revisits $108K. How do you avoid getting caught in a 2021-style double top?

Only buy a close above the upper Bollinger Band. Failing to close above the upper Bollinger Band is non-confirmation

I’m not reentering BTC until this occurs — I already made my money https://t.co/HHZ0A5DHKD


If you sold too much, just buy it back. You won't be able to talk it down too much further.

Summary: Advises buying back SPY; sellers exhausted and downside limited from here.

@BobLoukas If you sold too much, just buy it back. You won’t be able to talk it down too much further.

Markets forced their hand and sellers likely exhausted, mid cycle bounce for a few weeks.  $SPY.  But intermediate trend is established now. https://t.co/tUe9Or2Ivx


Summary: Bullish on all high-quality compute operators; endorses thesis that US AI/Bitcoin compute demand will drive massive re-rating across the sector.

You have been warned and warned repeatedly and aggressively for several years now.

If you still don’t get what is about to happen, you will have no one else to blame but yourself.

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


Summary: Bearish real estate (overvalued, late cycle); bullish Bitcoin as the better alternative.

@cashrulesNC Why?

Terrible time to be stacking houses. They are overvalued shitcans. You are late. This was a good business to get in to 20 or 30 years ago when there were few other options.

Study Bitcoin.

Bought house #3 today😁 https://t.co/dzESEa7zi3


Summary: Bullish BTC: surging hashrate and collapse of fiat-political order driving capital into Bitcoin.

Bitcoin's global hashrate is exploding to the upside. The fiat-political global superstructure is collapsing before our eyes and people are voting with their feet. They are moving to Bitcoin. Stop asking why Bitcoin is stronger than other assets. Study. Learn. Win. Godspeed.


anyone who says that BTC can be successful and these companies will skyrocket without miner participation doesn't understand the basic of how the Bitcoin network and protocol functions

Summary: Endorses BTC supercycle thesis; miners essential to BTC success, implying continued BTC appreciation.

@kevinlhr88 Exactly. And anyone who says that BTC can be successful and these companies will skyrocket without miner participation doesn’t understand the basic of how the Bitcoin network and protocol functions.

I just had an epiphany—we’re still so early in this $BTC supercycle. If $MSTR taps into just 1% of fixed income, that’s $1 trillion potentially flowing into Bitcoin. You’ve got $MTPLF and $CEP potentially stacking over 300,000 BTC in the coming years. Firms like $ASST and $KDLY


Summary: Upgrades Bitcoin cycle view to early/mid at worst; massive ETF, corporate, wealth, and sovereign inflows signal more upside ahead.

Two months ago, I said the bull cycle was in the middle stages, but I was wrong. Bitcoin is seeing massive inflows via ETFs, corporates, wealth management, and sovereigns. We are at worst early/mid cycle. I was not bullish enough and I am deeply sorry. Let’s move forward together


Summary: Bullish AutoNation: buyback program could replicate NVR's long-run compounding trajectory.

@JeffWeniger Autonation could be on a similar trajectory in terms of buybacks

$1 invested in the homebuilder NVR in 1993 has grown to $729.85, an annual return >23%. Since commencing a buyback program in 1994, management has reduced shares outstanding by 83.7%. This is one of the poster children for share buybacks as an investment strategy. https://t.co/Knd6ylRp6k


I don't want to hear any whining when it trades for $1.39M

Summary: Bitcoin will reach $1.39M; buy now or regret missing it.

If you didn’t buy Bitcoin for $103,900, I don’t want to hear any whining when it trades for $1.39M.


Summary: Bullish BTC with a $315,000 price target.

@thescalpingpro Wrong. YOU are not ready for $315,000.

#Bitcoin - you are not ready for what's coming https://t.co/miKXS1JYll


Summary: Disclosed long position in Novo Nordisk taken Friday.

@Melt_Dem I just went long Novo Norodisk on Friday. Please stab away and stab freely.

you know how they say “you can just do things”

i’m stabbing people with ozempic pens this summer and no one can stop me


You are really going to regret your miner sizing. It's really hard to own the most undervalued thing when it's out of favor.

Summary: Bitcoin miners are the most undervalued play; regret implied from under-allocation — strong bullish call on miners.

@TheBTCTherapist You are really going to regret your miner sizing. I totally get it btw. It's really hard to own the most undervalued thing when it's out of favor.

MY PORTFOLIO:

BTC ~63%
MSTR ~ 33%
GME ~ 3%
MINERS <1%


Summary: Bullish BTC to $1M; urges buying now before it passes that level.

I see a lot of tradfi bros in my feed who missed the opportunity to buy sub $100,000 Bitcoin. The good news is that if they move quickly they may still be able to buy sub $1,000,000 Bitcoin.


Summary: Strongly bullish BTC: $75K will never be seen again, targeting $120K+.

@AtradeZ_ You're nuts. We may never see $75,000 ever again. We are going to $120,000+ now.


Summary: Endorses CIFR as a compelling play; urgency implies limited window to accumulate before move up.

@twils1211 Sorry but time is running out

I’m with Mike on this, $cifr is one of my favorite plays right now. But Idk I’m ready for people to know what I know yet… I want to keep stacking


Summary: Long Regeneron: cheap valuation, little downside, tremendous upside — favorable asymmetry.

@theBTCMiningGuy Yes, the pre-commercial and earlier stage biotechs.   But world class commercial biopharma companies like Regeneron are just plain cheap with little downside and tremendous upside. The kind of asymmetry I like.

@mikealfred Many are trading well under cash. Many should consider buying bitcoin 😜


Summary: Long BTC over the long term as the ultimate safe haven asset.

@Melt_Dem @CoinSharesCo You might not think it but Bitcoin is most certainly the safest haven over the long term.

follow the flows

$3.4B of inflows into crypto ETFs last week, 3rd largest week on record.

i don't think it's a "safe haven" - Saylor moon effect + bitcoin oversold along w all risk assets post liberation day.

$MSTR + ETFs = $7B!

via @CoinSharesCo

https://t.co/HPI5JBL33K


Summary: DXY heading sub-100 on continued breakdown; BTC, alts, small caps, risk assets all rally in H2 2025.

DXY crashing hard now down 2%+ to 101.50. The dollar breakdown continues. Sub 100 inbound and once we clear this tariff noise we will see a completely different landscape. Back half of 2025 will be excellent for risk assets.

DXY quietly down another 1.14% today to 105.53. The dollar bulls are starting to disappear from my feed and replies. This is always how it starts. The new trend is our friend. We're going to sub 100 and BTC, alts, proxies, small caps, biotech etc are all going to Valhalla. Watch.


Back half of 2025 will be excellent for risk assets


Summary: Buy and hold BTC long-term; short-term volatility irrelevant to multi-year holders.

@BigCheds There is no damage when you just buy Bitcoin and stay long for years

$BTC daily with 2nd  high wave outside bar in last 8 sessions.

High volatility candles causing damage in both directions https://t.co/Kd6Zomh12z


Summary: Bullish IREN; calls it one of the most important names in AI data center space, implying it's underappreciated.

@DrStoxx One of the most important names in the space. Not under the radar unless you don't understand what's actually happening here.

$IREN: here is an under the radar AI play: former BTC miner, now using the same tech to build out sustainable AI data centers; seeing massive growth on the transition. Funds in the stock went from 28 to 44 last Q.  C&H target is 14.  #IBDPartner

We are long in the Live Trading https://t.co/671qVbxUV0


Summary: Conditionally bullish BTC: if $302k is reached, expects a wick to $315k, implying upside beyond the cited target.

@FrankAFetter @_checkonchain @VibeCapitalMgmt If it goes to $302 it will tap $315k in a wick

Sharing this one for the giga bulls out there: the Vibes-Based Investor Tool calculates a $BTC top at $302k. This is the highest number I could find on the @_checkonchain suite; it takes the two-year simple moving average and slaps a 5x multiple on it, because why not? https://t.co/kmYIzNWiVS


Summary: Bitcoin bull market is here; price target $315k.

@BitQua It’s here, amigo. $315k inbound.


All will be well and stock will again trade on fundamentals. Market absorbing the deal today but there should be no overhang in the coming days and weeks. AI deals coming quickly now.

Summary: Bullish on Cipher Mining: capex fully funded to 23 EH/s, positive investor feedback, no near-term overhang, AI deals imminent, stock to re-rate on fundamentals.

Spoke to Cipher. Convertible note covers all remaining capex for Black Pearl Phase 1. Cipher will be 23EH by July/Aug after miners plugged in. Accelerating Bitmain payment created significant savings. Dilution should be minimal and company may end up buying debt back w cash flow.

---

Initial after hours response was quants/algos. To minimize shorting tomorrow, Morgan Stanley is offering shares to convertible note buyers who want to delta hedge. Those shares are offered at a discount to closing price. All will be well and stock will again trade on fundamentals

---

Followed up with mgmt today. Feedback from investors very positive. All capex for mining funded to 23 EH/s just as BTC breaking out. Market absorbing the deal today but there should be no overhang in the coming days and weeks. AI deals coming quickly now. 300-450MW available ASAP


Summary: Strongly bullish BTC with a cascading price target path: $120K → $200K → $500K → $1M, citing reflexivity and network effects.

If Bitcoin goes to $120,000, then it will go to $200,000.

If it goes to $200,000, then it will go to $500,000.

If it goes to $500,000, then it will go to $1M.

Bitcoin is the apex monetary asset. It is reflexive, impulsive, and networked. You cannot stop it.


Summary: Bullish STZ, DEO, and alcohol sector broadly; out-of-favor setup mirrors tobacco pre-rally; entering/adding.

@mvk5000 Buffett is adding to STZ and DEO also looks to already have bottomed. Disagree with your characterization. Alcohol is deeply out of favor (like tobacco a few years ago just before it began a major rally) which is what I like to see when I enter or add.

@mikealfred Yes… but have to wonder if BUD is a one off. Look at STZ and DEO; they look terrible, and perhaps speak to a change in consumer behavior/taste, as well as regulatory stance.


Alcohol is deeply out of favor (like tobacco a few years ago just before it began a major rally) which is what I like to see when I enter or add

Alcohol sector basket; tobacco comparison context


Summary: Long CoreWeave and high-quality compute companies; AI/BTC power shortage means massive re-rating ahead over 5 years.

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


Summary: Expects Bitcoin rally to accelerate with a sharp spike in the first half of July.

@bitcoinmining87 The rally should pick up with a sharp spike in the first half of July


definitely don't sell it based on short term down moves of charts

Summary: Hold BTC through short-term dips; endorses parent's long thesis.

@BobLoukas Agreed and definitely don’t sell it based on short term down moves of charts

Bitcoin $2.1T market cap for an asset that has captured (and expanding) so much global admiration and mindshare remains significantly cheap, IMO.

It’s just more a question of time.  Which means patience.

Most are better off just capturing this over time versus chasing in a


Summary: Strongly bullish BTC to $1M; urges buying and holding rather than trading alts.

@CredibleCrypto Bitcoin is going to $1M. Just buy some and hold and stop dicking around like you were at much lower prices.

With $BTC looking quite strong here, there is a chance that it could lead the next leg with a breakout to the upside.

If this occurs, it's possible we see a small window where $BTC leads before alts follow. Leading to an ALT/BTC "capitulation" move.

Let's take $CRV for example. https://t.co/aUPHfCIISl


Summary: Bullish on large Bitcoin miners: hashprice recovery, hashrate stabilization, and upcoming -4.5% difficulty adjustment expected to boost margins imminently.

Hashprice is back over $50. Hashrate has settled out between 800-900 EH/s with large players signaling a pause. The next difficulty adjustment should be  -4.5% and could happen as soon as tomorrow. The sun is coming out and the birds are chirping. The big miners are about to run.


Summary: Bullish BTC: SoftBank confirmed buying, more corporate buying announcements imminent.

It turns out I was right. The institutions were always coming to Bitcoin. I received confirmation today that 2 more large corporate entities have started a Bitcoin buying program. This does not include GameStop. Things are about to get crazy. Make sure you have enough BTC.


IREN is next, brother. It's one of the best companies on the planet.

Summary: Bullish IREN; calls it one of the best companies on the planet.

@amitisinvesting @FransBakker9812 IREN is next, brother.

It’s one of the best companies on the planet.

I’m on the board so obviously biased but happy to discuss with you anytime.

@FransBakker9812 streets are saying shes next


Summary: Holds large position in August IBIT calls; bullish BTC via IBIT options.

@ericjackson I’m big in August IBIT calls

Someone bought the June 27 $IBIT $77 calls to open 3000x this morning and paid 13 cents.

BTC has to go to $135K by then to pay


Summary: Fully endorses IREN and CIFR as most mispriced equities on the planet; expects the undervaluation to close.

I fully endorse this Fox Business video with Eric Jackson. IREN and CIFR are two of the most important and most mispriced equities on the planet right now. I do not know how much longer this situation will persist.

Great to be back on Making Money with @cvpayne and pinch hitter @cherylcasone today talking about AI Datacenters, why $IREN and $CIFR are undervalued and ChatGPT https://t.co/zvAC2ocSII


Summary: Bullish on all BTC infrastructure companies; author views the entire sector as wildly undervalued.

BTC infrastructure: major public miners+data center cos

@TannerLeighton I am only commenting on those names in particular because they have signed deals with Coreweave. I think pretty much all BTC infrastructure companies are wildly undervalued right now.

@mikealfred Do you agree galaxy and core scientific are looking more  bullish rn now than the other btc proxies?? That is my take, but my perspective is limited (only been in the space for a little over a year...)


Summary: Sarcastically dismisses bearish BTC thesis; actual stance is bullish.

@K_to_Macro You meant rip higher, right?

$BTC looks ready to roll over https://t.co/36rEXjjIoC


Summary: Bullish BTC; urges buying now at $110K before opportunity closes.

Bitcoin is $110,000 and people are bored to tears. They’re simply not paying attention. They’re scrolling Instagram and talking about Donald Trump. Fiat brain rot. You can still buy a Bitcoin for less than a Cadillac Escalade. Focus, people! Time is running out. Execute. Win.


Summary: Expects CLSK to rise 50–100% by mid-July regardless of Ichimoku cloud resistance.

@cantonmeow It will likely go up 50-100% between now and mid July, cloud or no cloud.

$CLSK is never going to break this monthly Ichimoku cloud resistance, is it? https://t.co/RK7ZFpkSw8


You should be in IREN and CIFR now, sir. Not gold miners. It's not going to be close over the next 6 months. They will smoke everything.

Summary: Strong buy on IREN and CIFR over next 6 months; says they will outperform gold miners and everything else.

@JoshMandell6 You should be in IREN and CIFR now, sir. Not gold miners. It’s not going to be close over the next 6 months. They will smoke everything.

FWIW (might not be much):  In the bitcoin space, I added to my position in MTLPF, STRF and STRK in this dip.   Also, a couple of gold miners, but I doubt many follow me on this. https://t.co/aTFZ3mqfc3


Summary: Corrects bearish BTC target to $147K; implying Bitcoin will be significantly higher in coming months.

If you didn’t buy Bitcoin a month ago for $74,000, that’s OK because you can buy it in a few months for $70,000.


Summary: Corrects $200K BTC target upward to $315,000; implied bullish above consensus target.

It’s time to start thinking about what you’re going to do when Bitcoin hits $200,000.


Summary: Bullish BTC to $150,000.

@MatthewHyland_ Who cares. It’s going to $150,000

#BTC new local highs: https://t.co/NDvxRzKX9l


Summary: Bullish BTC to $500k-$1M, dismissing the parent's much lower price scenarios as far too bearish.

@Fernandoo1492 lol way way way too bearish. Try $500k-$1M BTC

What will happen to our miners when that happens? 🙂

$clsk $379
$mara $413
$riot $341
$cifr $257
$iren $396


Bitcoin...It's all about to print generational wealth

Summary: Bullish everything: BTC, MicroStrategy, alts, biotech, and small caps all about to rip to generational wealth despite widespread bearishness.

It’s wild how negative and bearish everyone is when EVERYTHING is about to rip. Bitcoin, Microstrategy, Alts, Biotech, Small Caps, you name it. It’s all about to print generational wealth. And people are worried about irrelevant geopolitics. This is why most people aren’t rich.


Microstrategy...It's all about to print generational wealth


Alts...It's all about to print generational wealth


Biotech...It's all about to print generational wealth


Summary: Bullish Bitcoin as the forward-looking asset; dismissive/bearish on gold as a relic.

@TBM945DM Gold is the past.

Bitcoin is the future.

All the real money is made by people focused on the future.

Good luck.


Summary: Implicitly bullish on Bitcoin long-term by endorsing the thesis that declining institutional trust makes it increasingly important.

@HHorsley I always set it aside when thinking deeply about the future.

Set aside intraday price for a moment.

Is trust in the world increasing or declining right now?

Bitcoin is a solution when you don't trust institutions.

Bitcoin is becoming more and more important.


Summary: Bullish BTC from mid/late April to mid July; macro/trade noise only delays the inevitable move higher.

As strange as it sounds right now, my gut and intuition says that Bitcoin is set up nicely to warm up significantly between mid/late April and mid July. The macro and trade stuff is only delaying the inevitable. Pattern recognition and fundamentals. Stay focused on what matters.


Summary: Expects 52-week highs for Bitcoin miners IREN, CIFR, CLSK by May or mid-July at the latest.

@theBTCMiningGuy Maybe as soon as May for 52 week highs in IREN, CIFR, CLSK etc If recent past is prologue, by mid July at the latest.

I think we’ll see new ATH’s for $IREN $CLSK $BTBT within the next 5 months


it's why we IREN and don't give up so easily

Summary: Holds/owns IREN as a play on AI capex and data center infrastructure demand.

@ehrazahmedd Yes and it’s why we IREN and don’t give up so easily

This post highlights the demand for AI capex is nowhere near its limit. It also shows that scaling up isn’t seamless, it comes with many challenges like managing heat, power, and system stability and speed. This is why $SMCI


Summary: Bullish BTC: the recent downturn was a mid-cycle correction, bull cycle continues.

@ki_young_ju I forgive you and all other kid analysts for getting this so wrong. As I said, it was little more than a mid cycle correction.

Two months ago, I said the bull cycle was over, but I was wrong. #Bitcoin selling pressure is easing, and massive inflows are coming through ETFs.

In the past, the Bitcoin market was pretty simple. The main players were old whales, miners, and new retail investors, basically https://t.co/oN4n6vNc0s


Summary: Bullish CIFR: steepest EH (exahash) growth curve of any miner over next 2 months.

@web3_eth And CIFR. CIFR has the steepest EH growth curve over the next 2 months of any miner public or private.

The next couple of days/weeks, it's going to be great being $MARA, $CLSK and $IREN. ⛏


Summary: Bullish on the broader crypto cycle; M&A wave signals we're far from a mania top.

Broad crypto: BTC+ETH as primary proxies

@matthew_sigel Here comes the M&A deluge I’ve been pounding the table on. The cycle cannot top until this reaches a mania phase.

🚨Coinbase to buy Deribit for $2.9B ($700M cash, 11M shares) in Crypto's Largest Ever M&A: WSJ https://t.co/s08UP26MQO


Summary: BTC to $1M by 2033 at the latest, possibly as soon as 2027.

@MatthewHyland_ It will go to a million by 2033 at the latest. Could be as soon as 2027.


Summary: Reaffirms ongoing long position in MSTR; still bullish on the thesis.

@PunterJeff Yes I have been following this thread for some time. I was just wondering if he said anything brand new that he hasn’t said before.

Still long. Still bullish.

@mikealfred MSTR is going to become the first investment grade fixed income Bitcoin instrument

Credit rating crusade is kicked off and the fixed income market will fomo in when they figure out the risk adjusted yield of MSTR's fixed income is MATERIALLY Higher than other FI instruments


Summary: Endorses parent's BTC bullish thesis and raises the bar — expects Bitcoin to go even higher than $140K.

All hurdles have been overcome.

It's time for the power of three setup to play out.

Bring on $140,000.

#Bitcoin https://t.co/8Qc2Y7OCnv


Summary: Endorses parent's bullish Bitcoin momentum thesis; corrects 'if' to 'when' implying a certain upward move.

This is the part where bitcoin moves incredibly fast and rips your nuts off when you’re not paying attention.


Summary: Bullish GME on Bitcoin reserve asset approval; views it as a positive catalyst for shareholders.

BREAKING: GameStop board has approved Bitcoin as a reserve asset. Meme stock kids have a chance at salvation again. Hallelujah!


Summary: Bullish Bitcoin; price will be a lot higher soon regardless of short-term path.

@cantonmeow Maybe. Maybe not. All that matters is that we will be a lot higher soon, not the exact path.

Be careful of Sunday morning low liquidity pump of #Bitcoin. On this daily chart, I still think my 45 degree probably gets back-tested at some point.
Regardless, it's a bullish structure overall and I'm not going to try to sell and buy back lower.
Just doubt that major levels https://t.co/ECJFYDfVpd


Summary: Long BTC and proxies, short dollar to 90, Russell 2000 strong; macro setup of falling rates + expanding M2 = go time.

The Fed is behind the curve and Powell risks destroying his legacy so rates will come down in July. Long term yields already topped in late May. The dollar is under 99 and headed to 90. Global M2 is still expanding. The Russell 2000 is strong. It's go time for BTC and proxies.


dozens of companies & governments scrambling to accumulate billions of dollars of Bitcoin right now... You can see them in the lit market climbing all over each other on the bid trying to gobble up the coins. Wow. This is getting nuts.

Summary: Massive institutional/government demand is driving intense BTC accumulation; bullish on Bitcoin.

There are dozens of companies & governments scrambling to accumulate billions of dollars of Bitcoin right now. It’s like Black Friday but for corn. You can see them in the lit market climbing all over each other on the bid trying to gobble up the coins. Wow. This is getting nuts.


Summary: Bullish on Bitcoin miners on unusual accumulation patterns matching prior rallies; time to go long.

Someone very large is quietly and systematically accumulating several Bitcoin miners right now. I am seeing the same trading patterns from last November and June/July. Time to flip uber bullish. Go time.


Summary: Long Bitcoin and AI companies as stated investment stance.

@theBTCMiningGuy @nic_carter I said use AI, invest in AI companies, and buy Bitcoin

@mikealfred @nic_carter Replace that with “buy bitcoin”


Broad AI sector; BOTZ/IRBO as proxy ETFs


Summary: CIFR is a near-certain target for a large deal in the short term.

@jayp2020 @matthew_sigel CIFR is a lock for a large deal in the short term from my perspective

@matthew_sigel @matthew_sigel  CIFR?? Interesting. Thoughts 🧐@mikealfred


Summary: Endorses parent's bullish thesis that a Bitcoin 'God candle' (major upward move) is imminent.

#Bitcoin Very possible we are close to a God candle @mikealfred

$BTCUSD https://t.co/LBbJBjYe3R


Summary: Endorses bullish IREN setup; implies price could skip multiple resistance levels in a single move up.

@nanotitan28 When I run I sometimes take multiple steps up in a single stride

$IREN The stage is set gentlemen. Time to be extra alert.

First boss: $12.88-$13.26
Second boss: $14.99-$15.34
Third boss: $17.25-$17.72

Final boss: $28.25

Let’s take this one step at a time. https://t.co/FK3BQWfPEu


If we hold $106,000 for the next 48 hours, we will see $121,000 within 10 days. It's basically a done deal at this point.

Summary: BTC long: holding $106K support leads to $121K within 10 days, called a near-certainty.

If we hold $106,000 for the next 48 hours, we will see $121,000 within 10 days. It’s basically a done deal at this point.


Summary: Both IREN and CORZ are undervalued to extremely undervalued; bullish on both.

@mattsteele007 IREN is different than both. IREN and CORZ are somewhere between undervalued and extremely undervalued.


Summary: Bullish BTC: 2 more large corporates starting Bitcoin buying programs; institutions arriving in force.

It turns out I was right. The institutions were always coming to Bitcoin. I received confirmation today that 2 more large corporate entities have started a Bitcoin buying program. This does not include GameStop. Things are about to get crazy. Make sure you have enough BTC.


$1M+ by 2033 which is the shortest timeframe that matters to me. It's the best money ever created. As long as they keep printing money, it will not stop rising in fiat terms.

Summary: Long BTC to $1M+ by 2033; will keep rising in fiat terms as long as money printing continues.

@JoshMandell6 $1M+ by 2033 which is the shortest timeframe that matters to me

It’s the best money ever created. As long as they keep printing money, it will not stop rising in fiat terms.

@mikealfred LOL

Where's the BTC tracking?


Summary: Buy and hold Bitcoin as the ultimate protection asset.

@wclemente Bitcoin is the protection sir. Buy it and hold.

Implied volatility is at its lowest since IBIT options came out. Interesting area to express views through longer dated otm calls/puts or pick up some protection. https://t.co/err7VJcqzG


Summary: Bullish BTC to $1M+ by 2033; dismisses recent move as immaterial to the long-term thesis.

@missteencrypto What pump? We’re going to $1M+ by 2033

Did you take profits from the Bitcoin pump?


Summary: Endorses PEP, REGN, TGT as neglected value plays; cautious on SBUX as still overpriced.

@Invst_Informant I strongly agree on PEP, REGN, and TGT

I’m a little worried that SBUX is still a bit overpriced but it’s a great company and might be worth it

While many of you are FOMO chasing high growth stocks and speculative names

Value companies with large moats are being neglected like Nike $NKE - that’s where my interest is

Strong offense = strong defense

There are others as well
$PEP, $SBUX, $HSY, $TGT, $REGN


I'm a little worried that SBUX is still a bit overpriced


Summary: Endorses parent's view that bitcoin is poised to take the lead over gold based on Sharpe Ratio rotation.

@TimmerFidelity Exactly what I’ve been calling for

Ironically, gold and bitcoin are negatively correlated to each other. As the chart below shows, both assets have been taking turns lately, as measured by their Sharpe Ratios. From the looks of it, it may well be bitcoin’s turn to take the lead, given that its Sharpe Ratio is https://t.co/yhTDRemt3e


Countries are buying Bitcoin. Sovereign wealth funds are buying Bitcoin. Strategy is buying Bitcoin. GameStop is buying Bitcoin. 21 Capital is buying Bitcoin. Blackrock is buying Bitcoin. Even your crazy uncle Jim is starting to buy Bitcoin. What's your excuse now?

Summary: Bullish BTC; broad institutional and sovereign adoption removes excuses for not owning it.

Countries are buying Bitcoin. Sovereign wealth funds are buying Bitcoin. Strategy is buying Bitcoin. GameStop is buying Bitcoin. 21 Capital is buying Bitcoin. Blackrock is buying Bitcoin. Even your crazy uncle Jim is starting to buy Bitcoin. What’s your excuse now? Be honest.


Summary: Author dismisses the listed stocks and advocates buying Bitcoin and related proxies instead.

@MrMikeInvesting Silly. Buy Bitcoin and related proxies instead.

These 5 stocks below will create generational wealth over the next year…

1. $TSLA is a $1,000 stock
2. $HIMS is a $100 stock
3: $PLTR is a $300 stock
4: $AMD is a $400 stock
5: $BABA is a $250 stock

Don’t miss these once in a lifetime opportunities… https://t.co/61d0f93wEv


Summary: CLSK should be 50%+ higher by mid-July.

@lalli_sl It should be 50%+ higher by mid July

Big fucking short squeeze incoming $clsk


Summary: Institutions driving BTC; expects significantly higher prices from current all-time highs.

@Tylersmith56054 @JoshMandell6 No it’s because institutions are driving this. We are going A LOT higher

@JoshMandell6 @mikealfred Why is btc at all time high and there is no euphoria??
People must be in alts and miners..


Summary: If dollar and 10Y yields fall, Bitcoin and stocks are likely higher by year-end 2025.

@PeterLBrandt If the dollar and 10 year yields fall, Bitcoin and stocks are highly likely to be higher.

The Red Dots are where I think we end the year in 2025
S&Ps, then Yen, then 10-Yr Bonds⬇⬇ https://t.co/Hn9YHITp3x


Summary: Bullish on Core Scientific and Galaxy as essential infrastructure for Coreweave, which is essential for OpenAI; valuation gap implies upside.

In order for OpenAI to scale, it needs Coreweave.

In order for Coreweave to scale, it needs Core Scientific and Galaxy.

OpenAI is worth $300B. Coreweave is worth $24B. Core Scientific is worth $2.4B.

This is not hard. Follow the money, do the math, place your bets, and prosper


Summary: Decisively bullish BTC on long-term basis; always in an uptrend over meaningful timescales.

@MatthewHyland_ It will ALWAYS be in an uptrend on the long term timescale that matters


Summary: Now is the best risk-adjusted time to invest in BTC; strong forward long conviction.

@cullenroche You realize that if BTC is what I think it is, the best time to start investing in BTC is right now from a risk adjusted perspective, right?

@mikealfred Well, in retrospect, shoulda been a BTC maximalist. Lol.


Summary: Strongly bullish BTC; expects much higher and potentially astronomically higher prices as hashprice rips and AI co-location deals materialize.

@LexSokolin @Invst_Informant Because

1) Bitcoin hasn't broken out in to untethered price discovery whereby hashprice rips higher.

2) AI co-location deals have taken longer than expected to materialize.

I am completely unbothered. We will see much higher prices, and potentially astronomically higher.

Is this right? Do most BTC miners trade at such low multiples? Why?

@mikealfred @Invst_Informant https://t.co/eNDoGnrzNA


Summary: Bitcoin will not underperform; emphatic bullish stance rejecting any underperformance scenario.

@JoeCarlasare YOU CANNOT SIT WITH IT AND IT WILL NOT UNDERPERFORM

honestly, I’d rather sit with bitcoin even if it underperforms than buy gold

🤷


If you can't already feel new Bitcoin all time highs in your bones right now, you're not very good at this

Summary: Strongly bullish BTC; new all-time highs coming, dismissing skeptics.

If you can’t already feel new Bitcoin all time highs in your bones right now, you’re not very good at this. Stick to your day job or go chart something that actually follows your arbitrary rules. Leave BTC to those who understand it.


Summary: Bullish MARA: expects mean reversion vs Metaplanet on improving mining execution.

@theBTCMiningGuy This will mean revert. Mara is starting to do a good job of actually mining as well.

Metaplanet now has a larger market cap than $MARA 😳


Summary: Bullish BTC; 'god candles' (massive up moves) loading, urging people to hold/buy Bitcoin.

God candles loading.

Got Bitcoin? https://t.co/zORkRHc8f5


Summary: Strongly bullish BTC: $150-200K before any sub-$90K move; dismisses bearish thesis entirely.

I’m sorry if you fell for the doomer BS on X but $88,000 is now completely off the table.

We will see $150-200k before we ever see sub $90,000 Bitcoin again (if ever).

In the short term, $88,000 to $92,000 is the bottom for Bitcoin. $315,000 is the top. That’s $7,000 of max downside and $220,000 of potential upside. This is the kind of asymmetry that has made many billionaires.


It's the most obvious thing ever. It's going to be insane. Every single MW is going to be employed.

Summary: Strongly bullish IREN; every MW will be deployed, outcome will be insane.

@Umbisam It’s the most obvious thing ever. It’s going to be insane. Every single MW is going to be employed.

if you trust Elon Musk, you should buy $IREN … not $TSLA 😂 https://t.co/PQJJ1zFFlj


Summary: Assigns 60-70% probability to full Black Pearl conversion for CIFR, implying bullish re-rate thesis from parent.

@BTCStocksInvest I think it is 60-70% likely that Black Pearl is completely converted.

I think that is essentially what SoftBank wanted back in January.

Just an educated guess at this point so let’s see what transpires.

We believe $CIFR deal for 300 MW Barber Lake is IMMINENT. An additional 300 MW for the entire Black Pearly is also likely. This will create up to $15 BN in Shareholder Value. With Barber Lake deal we anticipate re-rate to $20s and with Black Pearl to $40s.
https://t.co/2k6N8VTKgt


Summary: Decisive buy-and-hold instruction on Bitcoin; zero interest in altcoins/narratives.

@virtualbacon Zero interest in all that. Buy and hold Bitcoin.

What coin or narrative are you eyeing for the next big rotation?


Summary: Strong buy-and-hold conviction on Bitcoin; trading around positions always leaves sellers with less BTC net of taxes, fees, and skill.

Don’t be fooled. People who sold Bitcoin at slightly higher prices in an attempt to buy it back lower always end up with less Bitcoin in the long run net of taxes, fees, and poor trading skill. Always. There are no exceptions. Buy and hold.


Summary: Strong buy call on Bitcoin: nations and sovereign wealth funds accumulating; urgent advice to hold 10+ BTC.

I warned you months ago that multiple nations and sovereign wealth funds are buying Bitcoin. Today Coinbase confirmed what many of us have known this entire time. Don’t be the last to figure this out. Get to 10+ Bitcoin ASAP. For your legacy and progeny.

---

Here is the video of Coinbase institutional head of strategy on CNBC this morning in case you missed it https://t.co/6ZMMH4OyF3


Summary: BTC headed to $150K next; decisive bullish call.

@TonyTheBullCMT It's just fundamentals, homie.

$150,000 coming next. Mark it.

One of my cyclical impulse charts is starting to suggest that this will be a bullish impulse

The bearish thesis is running out of time – I give it two more weeks max

By the end of May we will know - new ATH, or lower high https://t.co/IWbnhvsbzv


Summary: Bullish crypto miners; shorts in the sector are about to get squeezed hard.

@matthughes13 They are about to literally demolish several hedge funds that are short the sector

@mikealfred Yup. Miners are about to have their fun


It's going to $20-30 so I might buy more at $7

Summary: Targets $20-30 for CIFR; plans to buy more at $7.

@rulesnorulers @Fernandoo1492 It’s going to $20-30 so I might buy more at $7

@mikealfred @Fernandoo1492 what about when $CIFR hits $7?


Summary: Bearish CRWV: current euphoria will fade as investors recognize growth constraints from lacking infra control; richly valued now.

@JaMarc0 Yes because this period of euphoria won't last once investors realize they won't be able to grow the way they forecast without controlling the infra. So they would use their public currency now while it's so richly valued.

@mikealfred You said investors are enamored with CRWV's asset lite model, so you now suggest they should spend billions to become asset heavy which investors dont want? Huh?


The fact that the market doesn't believe what I already know to be true is the alpha. Watch and learn.

Summary: Long CIFR as structurally superior AI/HPC play vs APLD which cedes economics in deals; market undervalues CIFR.

The difference between CIFR and APLD is that CIFR doesn’t have to give away a big chunk of its long term economics to get a large AI/HPC deal done. The fact that the market doesn’t believe what I already know to be true is the alpha. Watch and learn.


Summary: Author restates prior adamant long BTC call into summer, implying continued bullish stance.

@SageMudir I warned people to make sure to be long going in to this summer. I could not have been more adamant.

Holy Sh**! Global hash rate drops like a rock around the same time nuclear sites were bombed by the US.

Could it be Iran has nuclear powered asics as a way to convert energy into btc under the radar to fund their operations?

Extremely bullish for all pubco miners if true!!!! https://t.co/QdTFEQDyvX


Summary: Bullish BTC to $121K; endorses thesis that recent volatility unlocks the next leg higher.

This was the downside volatility we needed to unlock $121,000. It’s pretty obvious now. In life and markets, it’s always easier to predict the ultimate destination than it is to predict the exact path it will take to get there. Don’t be fooled by randomness. The path is higher.


If you get $88-90k remember to be very thankful as you probably don't deserve it.

Summary: Expects BTC to reach $88-90k rather than dipping to $86k; implicitly bullish near-term floor.

@K_to_Macro Won’t happen. Sorry bud. If you get $88-90k remember to be very thankful as you probably don’t deserve it.

$BTC to 86.000$ would be very welcomed pls I am waiting with open arms


One investor's "concern" is another's opportunity

Summary: Endorses bullish view on IREN: lack of signed customer is a buying opportunity, not a concern.

@GlobalCollapse One investor’s “concern” is another’s opportunity

@mikealfred Thats why I dont understand the concern about $IREN not having a signed customer yet... if I was them I wouldnt sign a customer until they were closer to energization anyway, the prices will only keep going up.


Summary: Bullish BTC: will outpace GDP growth as investors are significantly underallocated.

@daveweisberger It will grow well in excess of GDP because everyone is significantly underallocated

@mikealfred Once Secretary Bessent confirmed the complete nonsense of the “Austerity” argument, I don’t understand WHO is selling anymore.

We WILL be printing until hyper growth can be achieved and when THAT happens, Bitcoin will grow along with GDP…


Get 1 Bitcoin while you can still buy one for less than an Escalade. Hurry. This deal won't last.

Summary: Urgent call to buy BTC below $100K; argues scarcity (1 of 21M) makes current price a deal that won't last.

It’s hard to believe you can buy a Bitcoin for less than $100,000. Think about it. 1 out of 21 million total. In contrast, I can’t even buy a Cadillac Escalade for $100,000. Insane. Get 1 Bitcoin while you can still buy one for less than an Escalade. Hurry. This deal won’t last.


Summary: Bullish BTC to $150-200k; views price as the dominant driver for miners.

@Fernandoo1492 Agree. BTC price is the wildcard but I still see $150-200k and I think that will be more meaningful to miners than any other proxy.

Can miners really 5x this year? The next few months will be critical. There are some factors that are pretty significant. One of them is transaction fee revenues which seem to be reduced. The other critical side of this business is energy costs which is quite volatile. Regarding


You're about to get your face ripped off 😂🤣🚀

Summary: Bullish BTC; implies imminent sharp upside move that will surprise skeptics.

@BigCheds You’re about to get your face ripped off 😂🤣🚀

$BTC looking forward to this exciting summer price action 🤝😂 https://t.co/LaLqSoBhkM


Summary: Conditional long BTC: break above $112K resistance could trigger a single-candle run to $146K.

If Bitcoin can break through stiff resistance at $112,000, it might go straight to $146,000 in a single daily candle.


Summary: Bullish BTC above $150K; expects AI co-location sector to explode with multiple 5-10x opportunities once catalyst hits.

When Bitcoin breaks $150,000 and several large scale AI co-location deals are announced, this entire sector is going to explode higher. It's a spring loaded powder keg and it's just waiting for someone to light the match. I see several 5-10x opportunities hiding in plain sight.


this entire sector is going to explode higher. It's a spring loaded powder keg and it's just waiting for someone to light the match. I see several 5-10x opportunities hiding in plain sight


I'm thinking a quick 3-4x for a handful of the best names

Summary: Bullish on select Bitcoin miners; expects 3-4x gains for the best names.

@AlemzadehC I’m thinking a quick 3-4x for a handful of the best names

And now Bitcoin miners look ready for a quick double and yet all I hear about are other proxies…bullish $CIFR 1hr https://t.co/OI4LMGx8tl


Summary: Holding BTC long from $3500, not selling; reaffirms conviction against bearish cycle comparison.

@TheSwingTraderr Correct. Holding Bitcoin from $3500 until now has been my strategy. Good point. Not selling. I’m not a penny flipper.

@mikealfred On December 17, 2017 Bitcoin topped at $19,666.

April 6, 2018, Bitcoin bottomed at $6510

It rallied in April/May, nearly hitting $10,000 in May

In May, Bitcoin put a lower high and crashed to $3122.

Hope isn't a strategy.


Summary: Dollar tanking, yields spiking but equities and Bitcoin firming on expectations of trade deals and monetary intervention.

Dollar tanking and yields spiking but equity futures have gone green and Bitcoin is firming. The market smells trade deals and monetary intervention.


Summary: Bullish BTC on global liquidity expansion (QE, China/US printing, M2 surge) setting up biggest bull run ever.

QT ending. QE starting.

Powell fired. Rate cut.

Global M2 ripping.

China printing.

U.S. about to print.

Everything is lining up.

BIGGEST. BULL. RUN. EVER!

LOADING.

Got Bitcoin?

████████▒▒▒


Summary: Bullish CLSK; dismisses TA noise, says undervalued stock will go up given time.

@teorexinvesting Focus on what matters. A lot of this stuff is arbitrary. If the stock is undervalued, it will go up. Give it a little more time.

$CLSK coitus interruptus..
I hoped we could do somewhat better, we closed 1 cent under the 200 SMA on the weekly.
On the daily things look a little merrier, closinng above 8.95ish is surely a strong achievement.
We'll need confirmation from next week price action though.. no https://t.co/9bJPzcVXGm


It's not a pump if it sustains for decades. This is not a fad stock or a meme stock. It's a heavy duty infrastructure developer.

Summary: Bullish IREN as a durable infrastructure play, not a meme stock, expected to sustain for decades.

@Mr_Derivatives It’s not a pump if it sustains for decades

This is not a fad stock or a meme stock

It’s a heavy duty infrastructure developer

You might want to get up to speed quickly

Next retail name to pump according to Fintwit?

$IREN


Summary: Pushes back on cautious BTC stance; bullish from here.

@SuperBitcoinBro Bro, now is not the time to be bearish

$BTC daily

I believe the bottom is likely in, but seasonality says this is not the time for complacency, and there is potential for a retest until it makes a higher high above $107K https://t.co/NTVMTprgQv


It's time to move on and focus on $150,000-$200,000 area

Summary: Bullish BTC targeting $150K–$200K; dismisses bear-scenario analysis.

@TonyTheBullCMT Let it go bud. It’s time to move on and focus on $150,000-$200,000 area.

Here is the monthly BTCUSD LMACD reflecting the sideways momentum on the monthly

It very well could diverge up and keep the bull run going

It equally could cross back down bearish and bring us into a real bear market

The May monthly close will make the decision https://t.co/Lw2917QvKA


Summary: Long BTC to $121K by end of June; endorses parent's bullish higher-low thesis.

@DonnyDicey Agree. $121,000 likely by end of June.

Don't fear this dip on BTC & ETH

BTC flipped 1D market structure to bullish above 107k, this is a leverage flush to put in a higher low, where a higher high should follow

104k sweep at the worst — alts and ETH are holding up well, which gives me signal the next rally is going https://t.co/AqVpWEzDyI


Bitcoin is the most disciplined money in human history. There is no Fed chair or human intervention at all. It's completely algorithmic and driven by the protocol.

Summary: Bullish Bitcoin as the most disciplined, algorithm-driven money with no human intervention.

@cullenroche Agreed. Bitcoin is the most disciplined money in human history. There is no Fed chair or human intervention at all. It’s completely algorithmic and driven by the protocol. Well said.

It's another great day to have some Discipline in your portfolio.


Summary: Dismisses 5% dip fear; bullish BTC given institutional and sovereign accumulation across the board.

Gamestop is buying Bitcoin. Microstrategy is buying Bitcoin. Cantor Fitzgerald is buying Bitcoin. Metaplanet is buying Bitcoin. Marathon is buying Bitcoin. The US, UAE, El Salvador, and Bhutan are acquiring Bitcoin. And you're worried that the price dropped 5%? Study. Hold. Win.


Summary: Bullish BTC to $150K; post-halving supply squeeze will drive the next cycle surge as in prior cycles.

When Bitcoin is $150,000, people will suddenly remember that the halving happened a year earlier and there are only 450 Bitcoin per day. The same thing happens every cycle. Gradually, then suddenly. People are lemmings who don’t think independently. This is where alpha originates


Summary: BTC at $88K; $90K next target.


Summary: Bullish BTC to $200,000 soon.

@MatthewHyland_ Irrelevant. We are going to $200,000 soon.

#BTC Weekly close incoming https://t.co/qzjQowfmMm


I'm bullish on all high quality data centers. They are ALL vastly undervalued.

Summary: Bullish all high-quality data centers; sees entire sector as vastly undervalued.

@carmelo52056091 I’m bullish on all high quality data centers. They are ALL vastly undervalued.

@mikealfred Thoughts on galaxies Helios data center??


Summary: Endorses parent's $166K Bitcoin target; expects BTC to move higher from here.

This move has certainly taken much longer than I originally thought, but I believe one way or another, the next step up for Bitcoin is still 166k.

This Fibonacci retrace/extension has nailed every major local high we've seen this cycle.

Congrats to anyone who's made it this far https://t.co/PsiAwVUTtv


Summary: Bullish Bitcoin miners; predicts 5-20x gains after final capitulation from doubters.

@SteveUrkelDude They’re just waiting for the last few traders to capitulate. Once you do, the true believers will get their 5-20x. Same as always. Rinse and repeat.

#Bitcoin at $111,000 and Bitcoin miners still fucking suck


Summary: Ranks BTC miners, MSTR, then BTC as top 6-12 month return assets, predicated on BTC reaching $150-200k; highest convexity plays win.

@TheBTCTherapist 1. Miners
2. MSTR
3. Bitcoin

It's all predicated on $150-200k BTC in that window. If we get it, the highest returns will accrue to the asset with the highest convexity at the far end of the BTC price curve.

Make your case below for what asset will have the best return over the next 6-12 months.

Bitcoin, MSTR, GME, leverage products, miners, gold, real estate, other equities, commodities etc.

I want to hear it all and I want to know why👇


BUD is still cheap when looking at the performance of Michelob Ultra and Busch as well as the massive reduction in their debt and increasing cash flows. BUD is already in an uptrend.

Summary: Prefers BUD (cheap, uptrend, improving fundamentals) over PEP (could fall further before recovering).

@ziv_roy @clearvisio1 @mcF_dan Tough question. I want to own both. BUD is still cheap when looking at the performance of Michelob Ultra and Busch as well as the massive reduction in their debt and increasing cash flows. PEP could go down more before it goes back up. BUD is already in an uptrend. Taxes too...

@mikealfred @clearvisio1 @mcF_dan If you had 0 powder available would you trade $bud for $pep or is  trading apple for apples right now?


PEP could go down more before it goes back up.


Summary: Argues for at least 10% portfolio allocation to BTC based on fixed supply vs infinite USD issuance.

Bitcoin's supply issuance is rapidly and asymptotically approaching zero.

USD's supply issuance is arbitrarily and parabolically approaching infinity.

With just these 2 facts, you can justify a minimum 10% allocation to BTC in every portfolio.

1% is NOT enough. Think bigger.


Summary: Bullish on Bitcoin; dismisses FUD from those who misunderstand how it works.

@YoBigSexy LOL. I love how many people still don’t understand how Bitcoin works. Bullish!

@mikealfred Well then we are all cooked. Thanks for the FUD.


why would you buy any of that for beta when you can just buy BTC directly or IBIT/BITB

Summary: Prefers direct BTC or spot ETFs (IBIT/BITB) over bitcoin treasury stocks or MSTR leaps for BTC beta exposure.

@wclemente Why would you buy any of that for beta when you can just buy BTC directly or IBIT/BITB?

Why would you buy the 10th bitcoin treasury stock for beta when you can just buy leaps on MSTR with more volume/liquidity and a proven track record of executing the btc acquisition strategy


Summary: Bullish IREN; decisive quality verdict that the company is highly profitable.

@BeagleBitcoin IREN is making money hand over fist. Sorry if you missed it.

@mikealfred But unlike bitcoin mining stocks, the boat operator made money


Summary: Bullish BTC to $200K+; short-term miner pain is temporary on the way to Valhalla.

@rwp3d Agreed. Short term pain. But if Bitcoin is headed to $200,000+, everyone will be welcomed in Valhalla.

@mikealfred But the miners, sir. This is insane.


I expect it to light a fire under their ass. Don't be surprised to see more new investors in the cap table soon. If anything CIFR has only become more valuable with dedicated financing in place.

Summary: Bullish CIFR: Fortress financing in place, Softbank still at 300MW site, multiple NDA prospects, more investors expected; stock more valuable now than Softbank's $4.80/share entry.

If you missed @rftylerpage's comments on the Cipher earnings call, Softbank is still in the mix for the 300MW Barber Lake site. There are at least half a dozen others under NDA. Now that the Fortress financing agreement is in place, I expect it to light a fire under their ass.

---

Don't forget. Softbank paid $4.80 per share for more than 10M shares back in late January. If anything CIFR has only become more valuable with dedicated financing in place. Don't be surprised to see more new investors in the cap table soon.


Summary: Endorses BTC reaching $104.5K, possibly sooner than next Thursday.


Summary: Considering shorting Bitcoin after claim that quantum computing could trivially mine all remaining BTC in 48 hours.

This is not to be shared broadly but I was approached by one of the major quantum companies and they advised me to stop investing in Bitcoin mining because with their technology it would be “relatively trivial” to mine all remaining 21M Bitcoin in 48 hours. May short all of them.


Summary: Bearish gold (overbought, losing relevance to younger investors); bullish BTC as the new digital store of value, possibly backed by US government buying.

Capital is slowly starting to leak out of gold. Gold is way overbought and declining in importance. Young people don’t want it. They want a digital store of value. I wouldn’t be surprised if the US Government dumps gold to buy Bitcoin. This would put the pressure back on China.


They want a digital store of value. I wouldn't be surprised if the US Government dumps gold to buy Bitcoin.


Soon we'll be saying the same thing about Bitcoin

Summary: Bullish Bitcoin; implies BTC will reach similarly impressive gains.

@pokerkat Soon we’ll be saying the same thing about Bitcoin


There is no such thing as a "final push" in Bitcoin unless they end the global fiat system

Summary: Implicitly bullish BTC long-term; rejects notion of a final top unless fiat collapses, suggesting Bitcoin keeps rising indefinitely.

@GertvanLagen There is no such thing as a “final push” in Bitcoin unless they end the global fiat system

$BTC [1W] Step-like formation playing out like ⏰

Structure is setup for a swift inal push to the HTF sell line at ~$320k. https://t.co/eeiEmvc2pE


It's pretty obvious now. The path is higher.

Summary: Bullish BTC to $121K; recent downside volatility was the necessary shakeout before resuming higher.

This was the downside volatility we needed to unlock $121,000. It’s pretty obvious now. In life and markets, it’s always easier to predict the ultimate destination than it is to predict the exact path it will take to get there. Don’t be fooled by randomness. The path is higher.


Summary: Bullish macro scenario: BTC to $315K, MSTR to $1500, miners 10-15x in 9 months, DXY to 90 on rate cuts and tariff rollback.

Ok, picture this. China, Japan, and EU capitulate. Other tariffs dialed back. The Fed lowers rates 4x. Yields drop. Inflation at 1%. DXY to 90. Bitcoin to $315,000. MSTR to $1500. Miners 10-15x in 9 months. Everyone gets new girlfriends and a bulletproof Cybertruck. Visualize it.


Summary: Author added to IBIT call options at lower strikes and holds a significant position; bullish BTC/IBIT.

@ericjackson I added to calls at lower strikes today. I am holding a significant amount.

Looks like the same $IBIT Aug $90 call buyer is buying 4000x at 40 cents… that’s playing for a BTC move to $160k by then (although many have pointed out they could dump these sooner on some quick move up and increase in IV)


Summary: Holds a large long position in Bitcoin.

@NicoleBehnam I AM IRRESPONSIBLY LONG BITCOIN. I AM A HUGE DEGENERATE AND I AM WAY AHEAD.

Disciplined people in their 30s and 40s who have ABSTAINED from DEGENERACY are ahead of most people.


Summary: Bullish on Bitcoin and US Bitcoin miners; endorses made-in-USA BTC thesis.

@saylor @ryancohen Made in the USA Bitcoin.

It’s time for Bitcoin miners to shine.

@ryancohen You're going to love your $1,000,000 made in the USA Bitcoin.


Summary: Bitcoin miners set to rally soon on BTC ATHs, AI/HPC deals, M&A activity, and short covering.

@EmmettLong8 BTC ATHs, AI/HPC deals, M&A, short covering, soon.

@mikealfred Catalyst and timing in your opinion on miners?


BTC ATHs, AI/HPC deals, M&A, short covering, soon


Summary: Bullish BTC to $200K on Strategic Bitcoin Reserve funding; mocks analysts selling on macro/chart signals.

“So these kid analysts are selling Bitcoin based on macro and lines on a chart just before we fund the Strategic Bitcoin Reserve and pump the price to $200,000. Hilarious, right?”


not until we've seen $315,000 Bitcoin and not before 2027

Summary: BTC to $315K before 2027; any dip to $75K only after that peak.

We might see $75,000 Bitcoin again one more time but not until we’ve seen $315,000 Bitcoin and not before 2027. Mark it.


Summary: Bullish CIFR to $10B+ valuation by end of cycle; too valuable to be acquired at any price CRWV could offer.

@theBTCMiningGuy I don't think CRWV could offer a price high enough for them to accept. CIFR could legitimately be worth $10B+ by the end of the cycle. There are others with less upside that might be better options.


Bitcoin doesn't need tradfi issues to be resolved to go to $150,000+

Summary: Long BTC to $150K+, independent of tradfi resolution.

@ruth_capital Bitcoin doesn’t need tradfi issues to be resolved to go to $150,000+

my take on the current market environment... the easy portion of this V-shape recovery is done, but this does set in motion two probable scenarios that I will go through and are likely to play out in the coming weeks, and specifically for the month of May...

VIX seems to have


Summary: Long BTC to $121K–$166K by July 18 on proprietary indicators firing.

Please keep this between us for now but I believe we are on the verge of a major breakout in Bitcoin that will take us to at least $121,000 but possibly as much as $166,000 by July 18. All my proprietary indicators are firing now. It’s go time.


Summary: Urgently bullish BTC: US gov budget-neutral acquisition program imminent (<60 days), window to front-run sovereign buyers closing fast.

I believe the US Government is less than 60 days away from announcing a comprehensive budget neutral Bitcoin acquisition program, adding to the previously announced SBR. DO NOT get caught without a full stack of Bitcoin. The window to front run sovereign nations is closing.


Summary: Bullish Bitcoin following a rare 4th-ever signal.

4th signal since Bitcoin existed. https://t.co/zi4Tb5bCAO


Summary: Bullish BTC on supply scarcity: MicroStrategy alone buying 15K BTC/week vs ~3,150 mined; demand vastly exceeds new supply.

The Bitcoin network is only creating approximately 3,150 new Bitcoin per week via mining.

Microstrategy bought more than 15,000 BTC last week alone.

THERE IS NOT GOING TO BE ENOUGH BITCOIN FOR EVERYONE WHO WANTS IT.

ACT ACCORDINGLY!


Summary: Bullish CIFR: small convertible fully funds capex for foreseeable future; market hasn't priced it in yet.

@bitcoin_few Nice pick-up after hours. I was sitting on $3.48 and $3.49 for a bit but not much for sale there. This is a very small convertible that means Cipher has all capex funded for forseeable future. Market will figure it out.

Bought 4800 shares of $CIFR at 3.50
☀🏖⛳🥃 soon! 🍻


I thought IREN could reach $200 per share or more one day

Summary: Long IREN with $200+ price target; bullish on HPC/AI prospects over the long term.

@7radek I once said in a space that I thought IREN could reach $200 per share or more one say. Unsurprisingly, the kid analysts and traders sneered with derision. They don’t have the patience to build significant value in the real world.

$IREN
Here are some of my thoughts on why I believe IREN has simply better prospects to succeed in the HPC/AI segment “more effectively” than any other hybrid BTC miner.

1) Unique Sweetwater and Childress Locations:

Just listen to Oracle’s latest earnings call, and it’s clear