MrMike Alfred 

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

[MrMike Alfred  @Zafirofriendly]

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

[MrMike Alfred  @Zafirofriendly]

There has been no bull market since 2022. This has been a deep, dark bear market that is finally ending now. It's exactly the opposite of what the legion of kid analysts and chart squigglers are saying. The Fed is about to drop rates 200+ basis points. Watch and learn. Up only.

[MrMike Alfred  @Zafirofriendly]

I just got a call from my contact at Jane Street. He said the 10am EST Bitcoin sell algo has been switched off today in preparation for the shortened holiday week coming up. Enjoy one day with non-manipulated spot trading. You’ve earned it!

[MrMike Alfred  @Zafirofriendly]

Who has signed major AI deals? WULF, CIFR, IREN, HUT, BTBT (WYFI)

Who hasn’t signed major AI deals? CLSK, RIOT, BITF, BTDR

Who isn’t even talking about AI deals? MARA

What do you notice about this list?

[MrMike Alfred  @Zafirofriendly]

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

[MrMike Alfred  @Zafirofriendly]

BREAKING: Japanese Central Bank says “Bitcoin is the best money” and the yen has been used by global investment community as a cheap mechanism for asset price inflation. Vows to not be so soft going forward. Bitcoin jumps.

[MrMike Alfred  @Zafirofriendly]

I’m willing to bet $1M that the QQQ is green next Friday December 26th. Anyone want to take the other side?

[MrMike Alfred  @Zafirofriendly]

I don’t think I’ve ever seen so many games played with a single asset in the last 25 years.

[MrMike Alfred  @Zafirofriendly]

Picked up a new starter position in WULF on this dip under $12 after multiple previous successful roundtrips. This company is executing well like CIFR and IREN.

[MrMike Alfred  @Zafirofriendly]

The quants, shorts, and market makers are working overtime to try to scare people out of their positions before the lower volume holiday week coming up which will likely have a strongly bullish biased tilt. Smart of them to do it here. You're a fool if you fall for this nonsense.

[MrMike Alfred  @Zafirofriendly]

Everyone seems to think Bitcoin is going to go lower here even though BTC is deeply oversold, AI demand is growing, and liquidity conditions are about to improve. It’s possible the drama queens are getting a bit carried away here. I’m still looking for $150,000 before $75,000. 🐂

[MrMike Alfred  @Zafirofriendly]

What I find fascinating is that while CNBC talking heads, mainstream financial journalists, short sellers, and other influencers are adamant there is an AI bubble, the actual customers say they can’t get enough capacity. Wild. The disconnect between narrative and reality is huge.

[MrMike Alfred  @Zafirofriendly]

After talking to several of the leading companies and doing extensive analysis, I believe that the AI data center complex will bottom in the next 2-3 trading days and then rally aggressively in to at least late Q1 2026. This is not financial advice. It is my independent view.

[MrMike Alfred  @Zafirofriendly]

I agree with Tyler. There is a huge discrepancy between the best and worst teams in the AI data center space. People are learning this slowly.

[Tyler Page @rftylerpage]

The market needs to learn how to differentiate among the teams building data centers. We are on schedule at Barber Lake and our confidence is unwavering.
$CIFR

[MrMike Alfred  @Zafirofriendly]

Got this message today. Thinking about unblocking this guy. Thoughts?

[MrMike Alfred  @Zafirofriendly]

This is the founder of one of the biggest RIAs of all time: Carson Wealth. He is DCA’ing Bitcoin weekly in his personal portfolio. I talked to him about BTC in 2018 and he was lukewarm. Our time is coming. Patience.

[MrMike Alfred  @Zafirofriendly]

Took me 28 hours door to door to get to Australia so of course the very first thing I did was go out for an 8 mile run.

[MrMike Alfred  @Zafirofriendly]

Hanging with Luke from Empire of the Sun. Very talented artist who also happens to be extremely bullish on AI. Worlds colliding.

[MrMike Alfred  @Zafirofriendly]

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

[MrMike Alfred  @Zafirofriendly]

Great news! This WSJ headline means the bottom is in. Have been waiting for this.

[MrMike Alfred  @Zafirofriendly]

Heading up to the mountains for a friend’s wedding. I hope everyone has a wonderful Saturday. You only live once so please enjoy it.