Mike Alfred

Mike Alfred

201,532 Twitter followers

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

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When Bitcoin is $1M per coin, do you think it will have been a good decision to not buy Bitcoin at $69,000 because you thought it had to go to $58,000 because some 23 year old chart squiggler with zero real word experience said so?

When you see my 13F in 2 weeks, you will understand why I’m up for the year and feeling great about this market. Unlike all other crypto, AI, and tech generalist investors, I had huge exposure to staples, pharma, railroads etc. coming in to 2026. STZ, PEP, DEO, CP, BMY, TGT etc

BREAKING: Researchers have discovered evidence of a previously undiscovered cache of 4M Bitcoin in the Mariana Trench, 7 miles below the surface off the coast of Guam. Scientists now debating cost and timeline for accelerated extraction. Bitcoin trading down slightly on the news

Great adds today under $10 but I am deleting this now because I delete 99% of position snapshots since investing is a moving target and fluid game. twitter.com/mikealfred/status/...

$70,000 US AMERICAN DOLLARS FOR A BIT COIN.

This tweet is now outdated since I have added another 60,000 shares. Consequently, I will be deleting per my usual policy. Haters, trolls, and whiny kids, please screenshot now so you can claim I deleted it for some ridiculous purpose that only exists in your own minds. twitter.com/mikealfred/status/...

440,000 shares of ASST now (8.8M pre-split equivalent). All these whiny kids don’t understand the game being played here. I couldn’t care less. I am focused on the big prizes, not short term penny flips. Watch and enjoy.

We have already bounced more than 15% off the lows in Bitcoin in less than 24 hours. Since this has been a largely technical correction and the broader fundamentals for risk assets are improving, it was inevitable that the bounce could be quite sharp. $80,000+ possible next week.

Back up for the year. Lots of noise, lots of drama, but serious long term investors never overreact or over rotate. If anything, I had a moment of panic where I thought I might not be adding fast enough before the bounce. So I sped up after hours. All good. Now we run it back.

No matter how many times I warn people, they still want to play the big game. So let me say it again. Concentrated investing in small cap equities is extremely volatile. Most people are not psychologically equipped to handle the swings and should stick with index funds.

No still holding but couldn’t sleep last night.

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