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Mike Alfred
@mikealfred
Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
742 Following    347.2K Followers
I’m not Jewish but I still fast on Yom Kippur in solidarity with my Jewish family and friends locally and abroad. This is my final beverage before the beginning of the fast.
Thank you @jimcramer 🙏
I purchased all of Jim Cramer’s Bitcoin this morning at $62,250 in a direct transaction. We are all clear for the move back to $70,000. You’re welcome.
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@SmallCapSnipa Yup. I have been accurately describing this ramp and the timelines for several years now. 2028 is the earliest time to begin looking for any slowdown.
We believe the American data center industry can succeed and thrive and will benefit everyone, whether it is the general public using AI, the companies driving tremendous technological breakthroughs, the blue collar workers staying busy around-the-clock building, or the states and communities in which we reside sharing in the success. We are trying to be the very best neighbors and friends we can be, and we are so thankful to our friends in Colorado City who have welcomed us. We intend to stay very engaged for the long-term. $CIFR
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I am an independent voter and generally agnostic to political party. That said, if you are against Bitcoin and data centers in America, you are opposed to the long term strength of America. After today, I will never vote for a Democrat again. I love my country too much.
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Just realized I can put $200M in to 30 year treasuries and generate $835,000 per month risk free. Having a serious conversation with my wife tonight about whether it's possible for me to retire a little earlier than expected.
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If AI is about to kill you, just shut off your computer. This doesn’t have to be so difficult, guys. Solved. Onwards.
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Who’s up for a Space in a few minutes?
I have an announcement. Effective immediately, I have been appointed by Treasury Secretary Scott Bessent as the 1st head of marketing in US Treasury history. As my first act, we are launching a new campaign immediately. See below. Interested in your feedback.
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@BitcoinNewsCom @LookInto_BTC THAT’S BECAUSE IT WAS A MID CYCLE CORRECTION
I told you. Once again, you were warned.
The X Safety team conducted an investigation into suspected Chinese inauthentic accounts involved in influence operations: We identified a bot farm of approximately 200,000 accounts. Within this farm, we found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that depicted data-center operators enriching themselves at the public's expense. We remain committed to maintaining an open and authentic platform where people debate topics of public interest. We take seriously any attempts to undermine the integrity of the global town square and suspend accounts that violate our Authenticity policy.
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The difference between a true bear market cycle low and a mid cycle correction is that in a mid cycle correction there is very little waiting period before Bitcoin begins ripping people’s faces off again.
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Went to Cinnabon today. The guy behind the counter told me he wouldn’t be working there much longer. I asked him why. He said Bitcoin was going to drop to $35,000 in October and he was going to take his $7000 of savings and go “all in” at the bottom. I paid and left quickly.
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Doing a Space shortly. Recorded for subscribers.
Per the Form 4 filed by BKKT counsel, I have purchased an additional 296,567 shares via my affiliated entity Alpine Fox LP. Alpine Fox LP now holds 1,201,567 shares of BKKT, making it the 3rd largest institutional investor behind Blackrock and Vanguard.
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Mid-cycle corrections get the kid analysts and chart squigglers every time. Same as always. On to the next part of the cycle.