Author
@IamBitcoinTrail IamBitcoinTrail
grade Bx.com/IamBitcoinTrail ↗
Anon crypto-miner forensic bear who models dilution cycles and power capacity
Posts tickered, reasoned directional calls on Bitcoin-mining
trader score
+0.94
hit rate
55%
mean α
+0.81%
signals 14d
48
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 55% hit rate, +0.81% mean alpha, trader score +0.94. Their last-14d mentions, direction-adjusted, have moved -5.5% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | IREN | @IamBitcoinTrail | -0.55 | Claims Nvidia withheld GPUs until IREN granted a large equity call option. | -7.7% | tweet ↗ |
| 2026-10-16 | NVDA | @IamBitcoinTrail | -0.20 | Claims Nvidia withheld GPUs until IREN granted a large equity call option. | -1.5% | tweet ↗ |
| 2026-10-16 | · | @IamBitcoinTrail | · | Criticizes conflicts created by market makers also operating options and broker-dealer businesses. | · | tweet ↗ |
| 2026-10-15 | WULF | @IamBitcoinTrail | +0.40 | Praises TeraWulf CEO Paul Prager's communication during the latest capitulation. | -10.3% | tweet ↗ |
| 2026-10-15 | SLNH | @IamBitcoinTrail | -0.75 | Mocks SLNH's CEO while emphasizing a 99.8% stock decline. | -26.2% | tweet ↗ |
| 2026-10-15 | IREN | @IamBitcoinTrail | -0.75 | Criticizes IREN's delayed buyback authorization and management compensation as shareholder-unfriendly. | -18.0% | tweet ↗ |
| 2026-10-13 | · | @IamBitcoinTrail | · | Expects an imminent rerating of stronger companies after extreme sector bearishness exposes weak firms. | · | tweet ↗ |
| 2026-10-12 | · | @IamBitcoinTrail | · | Characterizes the tariff-era policy environment as prolonged chaos. | · | tweet ↗ |
| 2026-10-12 | · | @IamBitcoinTrail | · | Criticizes an unnamed small-cap company's performance and management explanation. | · | tweet ↗ |
| 2026-10-12 | IREN | @IamBitcoinTrail | -0.45 | Discloses bagholding IREN and expects a long wait to recover. | -28.4% | tweet ↗ |
| 2026-10-12 | ENVX | @IamBitcoinTrail | -0.40 | Says ENVX and peers have failed to solve a battery bottleneck that may constrain AI revenue. | +7.7% | tweet ↗ |
| 2026-10-10 | · | @IamBitcoinTrail | · | Argues AI demand remains durable despite debt concerns and favors secure Western models. | · | tweet ↗ |
| 2026-10-10 | · | @IamBitcoinTrail | · | Expects durable demand for US AI models in regulated and security-sensitive sectors. | · | tweet ↗ |
| 2026-10-10 | NVDA | @IamBitcoinTrail | +0.55 | Argues strong compute demand and rising H100 rental prices offset GPU-financing risks. | -8.0% | tweet ↗ |
| 2026-10-10 | · | @IamBitcoinTrail | · | Describes a project-financing flywheel but the referenced company is not identified. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.