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
-0.17
hit rate
45%
mean α
-0.17%
signals 14d
28
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: 45% hit rate, -0.17% mean alpha, trader score -0.17. Their last-14d mentions, direction-adjusted, have moved +4.1% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @mikealfred | · | Frames current market as a mid-cycle correction similar to March 2020. | · | tweet ↗ |
| 2026-07-02 | · | @mikealfred | · | General advice to wait through manipulative trading and profit; no ticker named. | · | tweet ↗ |
| 2026-07-02 | · | @mikealfred | · | AI data center CEO says price action is comical and fundamentals unchanged. | · | tweet ↗ |
| 2026-07-02 | · | @mikealfred | · | Frames selloff as recurring 2-3 week shakeout by market makers and funds. | · | tweet ↗ |
| 2026-07-02 | MSTR | @mikealfred | +0.55 | Says MSTR recovered near $100 and related names are headed back to target. | — | tweet ↗ |
| 2026-07-02 | SATA | @mikealfred | +0.40 | Says MSTR recovered near $100 and related names are headed back to target. | — | tweet ↗ |
| 2026-07-02 | STRC | @mikealfred | +0.40 | Says MSTR recovered near $100 and related names are headed back to target. | — | tweet ↗ |
| 2026-07-02 | · | @mikealfred | · | Bullish macro mix: strong jobs, oil down, DXY topping, AI and Bitcoin ripping. | · | tweet ↗ |
| 2026-07-01 | WULF | @mikealfred | +0.10 | Reports acquaintance bought 10M WULF shares at 40 cents in private placement. | -10.2% | tweet ↗ |
| 2026-07-01 | META | @mikealfred | -0.45 | Skeptical that flipping excess compute is bullish for Meta and bearish for neoclouds. | -4.9% | tweet ↗ |
| 2026-07-01 | · | @mikealfred | · | Says crypto-linked stocks are being let up in new quarter, sarcastic but bullish price action. | · | tweet ↗ |
| 2026-07-01 | · | @mikealfred | · | Sarcastically questions Bloomberg excess AI compute story, no explicit ticker. | · | tweet ↗ |
| 2026-06-30 | · | @mikealfred | · | Claims end-of-quarter price action is manipulated by high-frequency market makers. | · | tweet ↗ |
| 2026-06-30 | · | @mikealfred | · | Says crypto is being pushed weak into quarter-end before a Q3 bounce higher. | · | tweet ↗ |
| 2026-06-29 | · | @mikealfred | · | Says morning manipulation likely means larger than expected July rip. | · | 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.