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Everything is relative. 🧡

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Spent my career in atoms, not bits. Bits are about to get hangry — and they’ll starve without electrons. Energy infra is the choke point. $IREN and $CIFR are the physical compute rails. Bitcoin bootstraps the future. Strap in.

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@bitcoinbutcher1 @PeterJBeatrice There was nervousness, defensiveness and references to an ‘energy partner’ at the site. Connecting those dots, to me, indicates an execution failure by the energy provider or some other fundamental show stopper. The customer probably wants to divert resources to on time projects.

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@mikealfred If any analysts had long term positive track records, they would no longer be analysts and graduate to being investors. Funny job, to be paid not to be right but to make educated sounding noise.

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Syntax issues aside, Nike is now channeling our beloved @LynAldenContact

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@mikealfred @matthew_sigel 🎯
https://t.co/Sbtt5ZCbKC

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@SilvercloudPC If lease rates are going parabolic and if I was the hyperscaler tenant, I’d make exactly this kind of nondisclosure part of the deal terms.

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@mikealfred 👀 my golf idol growing up. Learned the game watching him.

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@mikealfred Putt

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@mikealfred Days like this will keep you coming back for more. Well played!

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@mikealfred 👏

[Matt Cole @ColeMacro]

Bitcoin is at a historically optimal level to go out the risk curve to the maximal degree.

Strive ($ASST) has 62% amplification, an 18-month dividend reserve on $SATA, and zero encumbered $BTC.

We could literally do nothing & not have to sell a single Bitcoin until the end of 2027.

Have a great day and be greedy when others are fearful.

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@LynAldenContact @DavidsonCastor Danny made the same error.

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@LynAldenContact @DavidsonCastor In which you also most definitely did not expose your left ear.

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@mikealfred Schrödinger's lens.

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@mikealfred A+ morning. When is Min Woo ditching the Callaway hat for an IREN one?

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@LegalGrapes_Esq @mikealfred Mitch, didn't your your mother tell you 'the best things in life are free'?

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@blackswanops @williamwallets8 @mikealfred You made the money. Mike's the sherpa. He showed us the way. We all did the work.

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“What I think we’re going to see… is differentiation, based on track record, based on ability to deliver large projects on time on budget, and as we get more data we think the market will start distinguishing more.”
– GS Head of Leveraged Finance.

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@mikealfred @MarkEHartman Tyler's skill, charm and swagger must be worth at least another $0.69/share.

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@joshuadpetti @mikealfred Notifications on, listen carefully, think deeply and act.

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Having watched this metric like a hawk, and positioning accordingly in size for the past two years, it is rewarding to see this thesis play out. The breakout is here. Only question is how hard it will run before bitcoin wakes up again. Tick tock.

[Mike Alfred @mikealfred]

Calls for the end of Bitcoin mining as an investment class hit a fever pitch this week. Historically, the snapback in relative performance is sudden and violent. Do not be caught flat footed. This could be one of the greatest 12-18 month opportunities in the history of investing.

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Mood.
This is not victory, rather the dawn of the journey.
https://t.co/AxsoqHI3xh