Trauma

[Trauma @Trauma5]

@sscnapoli Dopo due anni senza calcio, eccoci all’upgrade: Allegri.
Torna il calcio “camomilla edition”: meno gioco, più sbadigli.
Le partite godetevele voi… io non guarderò neanche gli highlights 😴
#Napoli #AllegriOut #CalcioMedievale
PS: #IoStoConIlPocho 😉

[The Income Wheel @theincomewheel]

$ASST Some massive news that barely anyone is talking about:

Fidelity’s 13G from 11/28/25 shows that they now own 11% of @strive after buying 64.8 million shares.

Institutions are buying while scaring you into selling.

[Natalie Brunell ⚡️ @natbrunell]

By popular demand, I’m releasing this interview with @mikealfred a day early.

We discuss his investment playbook, AI outlook, picking winning stocks, why Bitcoin is the “most important asset in human history” and exactly how he would allocate a $1 million portfolio today.

TIMESTAMPS:
00:00 Mike Alfred origin story
2:33 Building retail following
4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR)
6:02 Bitcoin miners pivoting to AI
11:21 Options, leverage
13:44 Influence, pressure
19:33 Speculation, gambling mindset
27:38 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy
29:28 Why Bitcoin is sluggish
32:36 AI’s 20-year cycle and power competition
37:46 Industrial policy
42:12 Bitcoin reserves
48:25 Bitcoin vs equities
52:48 Conviction during volatility

[Trauma @Trauma5]

@mikealfred Only satoshi, please 🤣

[Mike Alfred @mikealfred]

Like and retweet this if you’re not scared and not selling your Bitcoin because some tradfi goon says you should be worried about short term mark to market volatility.

[Sam Badawi @Sam_Badawi]

Everyone knows the news that $GOOGL is investing $40B into a datacenter in Texas, specifically in Haskell County.

But we need to connect the dots here. Hyperscalers like Google and $MSFT are targeting this region, and not just on their own. They are partnering with $IREN and $CIFR to rapidly build large scale datacenters in the area.

Power is a bottleneck, but these two companies have already booked the energy needed to power these datacenters at a combined 6GW of capacity in AI compute.

[Mike Alfred @mikealfred]

Yes, totally makes sense that you should freak out and sell everything given the lack of demand for GPUs.

[CZ 🔶 BNB @cz_binance]

Every dip, some people think it's the end of time.

Time continues.

[Sunny LU @VeChain @sunshinelu24]

It’s irresponsible report without through investigation - it was consent with governance to block hacker addresses who stole the private key of a wallet.

There are difference to freeze or block based governance.

Ethereum was rolled back after TheDAO hacking also based on governance - and I don’t see ETH is in the list?

[Mike Alfred @mikealfred]

There is risk everywhere. The point of life isn’t to avoid risk completely. It’s to lean in to it strategically to achieve your objectives when the odds are heavily in your favor. The more skilled you are, the better the results. You only get one life. Good luck!

[CZ 🔶 BNB @cz_binance]

In my advisor role to governments, last week, two senior officials from two different countries referred to crypto as "the hard money". The realization is finally happening. 💪

[Eric Jackson @ericjackson]

And now $25 🔥

[Trauma @Trauma5]

@mikealfred 🤣🤣🤣🤣

[CZ 🔶 BNB @cz_binance]

How much is that in USD, roughly?

[CZ 🔶 BNB @cz_binance]

First time watching UFC live. Awesome experience. Thanks @danawhite! 🙏

[CZ 🔶 BNB @cz_binance]

🫰

[Mike Alfred @mikealfred]

I went to bed thinking about AI data centers.

I woke up thinking about AI data centers.

The future is so much bigger than almost anyone can possibly imagine.

Lock in, execute, and prosper. It’s really that simple.

Happy Saturday.

[Trauma @Trauma5]

@VvLr80 @mikealfred Great idea! 🤣

[Mike Alfred @mikealfred]

What if I told you that it’s possible to get good enough at this that you never have to work for anyone else ever again. Would you be interested?

[Mike Alfred @mikealfred]

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

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

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

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

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

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

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

Good luck and Godspeed.