Mike Alfred
@mikealfred
Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
705 Following 344.9K Followers
@GuyTalksFinance You buy an index if you don’t have the skill to outperform an index. Most people don’t have any particular skill at investing therefore buying an index is in fact rational. Interest in something does not guarantee competence.
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@GuyTalksFinance You buy an index if you don’t have the skill to outperform an index. Most people don’t have any particular skill at investing therefore buying an index is in fact rational. Interest in something does not guarantee competence.
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Imagine thinking you would get extremely wealthy by chart squiggling, overtrading in and out, and paying taxes instead of just staying positioned in high quality assets and holding for the long term. Couldn’t be me. I enjoy freedom and optionality too much to do that 🤣
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Finished green. Active today to take advantage of the fear caused by higher yields and TSLA/GOOG capex ramps.
Took OPEN over 5.1M shares.
Added to WYNN, STZ, CELH, and PEP.
Initiated exploratory position of 199,000 shares in ANY after a good meeting with new CEO Joel Block.
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My perspective after being in Texas for less than 24 hours is that the AI gold rush is still accelerating. Multiple CEOs reporting a large uptick in inbound calls from potential customers looking for power. This is consistent with what I’ve been hearing but nice to confirm.
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I think it’s time to start asking at least hypothetically who would try to buy CIFR. My answer: AMZN, GOOG, or SPCX, probably in that order. I don’t think the team there would be willing to sell. But that doesn’t mean someone couldn’t try. Watching. They are well positioned.
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SPCX should aggressively acquire everything that moves in all stock transactions as long as the stock trades above $50, in my opinion.
There is no such thing as a “4 year cycle”. It’s a concept spread by voodoo witch doctor squigglers who sell trading courses, indicator suites, and subscriptions. In reality, the natural expansions and retractions are based on adoption, macro, and narratives. Be smarter. Win big.
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Heading up for a 12 hour high alpine circuit. Will tag a few 14,000ft peaks. When I decide to go up, I go high and fast. My mantra: be the fox.
My long term target for Bitcoin is $1,500,000 per coin.
My long term target for Ethereum is $31,500 per coin.
My long term target for XRP is negative $5 per coin.
Finished down $23M this week so I took the family out for dinner and live music at the town square. We ordered the whole menu, 3 bottles of great champagne with friends, kids had a blast. The market should have zero impact on your happiness. Your kids shouldn’t know it exists.
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Went for a run down along the creek today. Saw a man wearing a bright pink tank top walking a white cat on a leash. In my experience, this is what capitulation looks like.
It’s funny that $65,000 seems like an achievement again. We were literally at $69,000 more than 5 years ago. People are anchored to recent performance. Mean reversion works both ways. Keep an open mind and think bigger.
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Deal closed. Fantastic outcome for our shareholder group after an 11 year journey. As part of the transaction, the board has been dissolved. I am grateful to have had the opportunity to serve as Chairman over the last 6 years. We unlocked significant value. On to the next one! 🚀
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This is one of the most magnificent athletic feats of all time. This nearly 51 year old ran 100 miles with 33,000ft of elevation gain in 21 hours. 99.99% of the players in the World Cup couldn’t cover this course in under 30 hours. 90%+ couldn’t even finish. 0 ESPN coverage. Wild
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Ludovic Pommeret wins the 2026 Hardrock 100 in 21:11:36 to set a new overall course record. He set the previous record of 21:33:06 in 2024.
Here’s our pre-race interview with Ludo:
Photos: iRunFar/Bryon Powell
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The biggest risk to the Internet is private intranets. People are vastly underestimating the risk internal company bulletin boards pose to the public internet.
JUST IN: $4.7 trillion JPMorgan says the biggest risk to Bitcoin isn't Strategy, but traditional finance creating private blockchains.
I don't care about watches. I don't care about cars. I don't care about mansions. I don't care about airplanes. I don't care about awards. I don't care about money in and of itself. Life is short and I only care about family, faith, freedom, and fun. That's it. Period, full stop.
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Stablecoin issuance and payments will be two of the most important financial services businesses on the planet in the age of agentic AI. Placing my bets now.
It was literally just 5 days ago when “Bitcoiners” were holding Spaces to circle jerk each other in to a frenzy about the impending collapse of Strategy. Now MSTR is back near $100 and SATA and STRC are headed back to target. Another perfect example of why most people aren’t rich
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@CryptoKaleo The biggest risk is a failure in Bitcoin or a prolonged journey to significantly lower prices. If you think Bitcoin will eventually make all time highs again, it’s silly to flip bearish on MSTR here.
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