mikealfred
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Launching a new crypto treasury company is as easy as flipping a light switch which is why dozens will come out every month.
Launching a world class scaled up data center company takes at least half a decade if you can even get the power and equipment (you can’t).
Scarcity.
Launching a world class scaled up data center company takes at least half a decade if you can even get the power and equipment (you can’t).
Scarcity.
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If Coreweave was really smart they would try to buy Cipher. The issue is that Cipher is so valuable they might not be willing to sell at any price.
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I told you Coreweave would make another attempt at Core Scientific or another miner. They have to move down the stack to the foundation to protect their core franchise long term. This was inevitable. If they can’t buy Core they will try to buy Cipher.
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Something just happened. Did someone just mention miners on CNBC or something?
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Bitcoin Miner Riot Unloads Another 6.5M Bitfarms Shares. Riot has sold ~15M out of 90M shares. Still a ways to go to clear the deck here. I’m interested at 50 cents for a trade. https://theminermag.com/news/2025-06-21/riot-bitfarms-bitcoin-offload?utm_source=substack&utm_medium=email
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BREAKING: SOURCES INSIDE THE WHITE HOUSE SAY THE TRUMP ADMINISTRATION HAS DEVELOPED A BUDGET NEUTRAL PLAN TO ACQUIRE 23 MILLION BITCOIN. NBA LEGEND MICHAEL JORDAN ON BOARD AS ADVISOR.
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Most days I do very little but today I was a little more active.
Added fairly heavily to Pepsi and Novo Nordisk.
Also topped up CIFR and IBIT calls.
Good day.
Added fairly heavily to Pepsi and Novo Nordisk.
Also topped up CIFR and IBIT calls.
Good day.
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Most days I do very little but today I was a little more active.
Added fairly heavily to Pepsi and Novo Norodisk.
Also topped up CIFR and IBIT calls.
Good day.
Added fairly heavily to Pepsi and Novo Norodisk.
Also topped up CIFR and IBIT calls.
Good day.
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Selling Circle to buy Coinbase and selling Coreweave to buy IREN has been working really well this week.
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If Bitcoin can break through stiff resistance at $112,000, it might go straight to $146,000 in a single daily candle.
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If IREN is the next Coreweave, how high can it go?
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Now that the US successfully bombed Iran’s Bitcoin mining sites and took more than 200 EH offline, it will be much easier for the Trump Family’s American Bitcoin mining company to show a profit. Galaxy brain play here. Genius.
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Bitcoin price: $105,200
Global hashrate: 675 EH
This means that in a period of about a month, IREN’s global market share will have jumped from ~4% to ~7.5%
Now watch what happens when Bitcoin goes from $105,000 to $150,000 to $200,000+
Things are about to get wild.
Global hashrate: 675 EH
This means that in a period of about a month, IREN’s global market share will have jumped from ~4% to ~7.5%
Now watch what happens when Bitcoin goes from $105,000 to $150,000 to $200,000+
Things are about to get wild.
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Feeling pretty sad right now for the panicans who missed possibly the very last chance ever to buy Bitcoin under $100,000 yesterday. Please pause for a moment of silence with me. RIP 💀🪦💔
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Are people selling HIMS to buy IREN?
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If you’re no longer interested in Bitcoin because some Bitcoiner hurt your feelings, you were never really interested in understanding Bitcoin in the first place.
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This was the downside volatility we needed to unlock $121,000. It’s pretty obvious now. In life and markets, it’s always easier to predict the ultimate destination than it is to predict the exact path it will take to get there. Don’t be fooled by randomness. The path is higher.
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If you didn’t buy Bitcoin a couple hours ago for $98,000, that’s OK because you’ll be able to buy it again tomorrow for $104,000.
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Iran is selling Bitcoin acquired via cyber hacking to fund the purchase of missiles and replacement equipment for its uranium enrichment program. I am not buying any more Bitcoin until they are done selling. My guess is they will be out of Bitcoin within 48-72 hours.
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Bitcoin is the best money in human history. Thank you for your attention to this matter!
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