Author
@mikealfred mikealfred
grade Cx.com/mikealfred ↗
Transparent real-money fund PM running concentrated, high-conviction Bitcoin and compute-scarcity longs
Discloses and narrates concentrated long positions in Bitcoi
trader score
-0.77
hit rate
29%
mean α
-1.80%
signals 14d
17
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 14 scored bets: 29% hit rate, -1.80% mean alpha, trader score -0.77. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | BTC | @mikealfred | +0.70 | Frames the current Bitcoin decline as a mid-cycle correction preceding a rapid renewed rally. | · | tweet ↗ |
| 2026-08-27 | BTC | @mikealfred | +0.15 | Mocks a retail prediction that Bitcoin will bottom at $35,000 in October while investing all savings. | · | tweet ↗ |
| 2026-08-24 | BTC | @mikealfred | +0.55 | Reports Bitcoin breaching $81,000. | · | tweet ↗ |
| 2026-08-24 | BTC | @mikealfred | +0.50 | Reports Bitcoin trading at $80,700 in celebratory language. | · | tweet ↗ |
| 2026-08-21 | BTC | @mikealfred | +0.90 | Expects Bitcoin to reach the $90,000–$110,000 region soon. | · | tweet ↗ |
| 2026-08-21 | BTC | @mikealfred | +0.65 | Celebrates Bitcoin trading at $78,000 with emphatically bullish language. | · | tweet ↗ |
| 2026-08-21 | · | @mikealfred | · | Rejects a Bitcoin bear-cycle thesis and says the current cycle is now completing. | · | tweet ↗ |
| 2026-08-21 | · | @mikealfred | · | Rejects a four-year-cycle bear market and expresses optimism for the cycle's next half. | · | tweet ↗ |
| 2026-08-20 | COIN | @mikealfred | +0.50 | Claims US government asked whether Coinbase could custody up to one million Bitcoin. | +3.6% | tweet ↗ |
| 2026-08-20 | · | @mikealfred | · | Recaps buying Bitcoin at $62,000 before it rose to $74,800. | · | tweet ↗ |
| 2026-08-20 | BTC | @mikealfred | +0.90 | Predicts Bitcoin will soon reach $78,000 from the referenced $58,000 level. | · | tweet ↗ |
| 2026-08-20 | BTC | @mikealfred | +0.65 | Celebrates Bitcoin trading at $72,000 and contrasts scarcity with fiat currency. | · | tweet ↗ |
| 2026-08-20 | BTC | @mikealfred | +0.85 | Hold Bitcoin despite chart-based bearish calls. — Explicitly tells holders to retain Bitcoin and argues its moves are impulsive and reflexive. | · | tweet ↗ |
| 2026-08-19 | BKKT | @mikealfred | +0.30 | Form 4 disclosure says Alpine Fox bought 296,567 more BKKT shares, reaching 1,201,567. | -0.6% | tweet ↗ |
| 2026-08-19 | · | @mikealfred | · | Frames recent weakness as a routine mid-cycle correction before the next cycle phase. | · | 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.