Author

@mikealfred 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
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hit rate
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mean α
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signals 14d
1

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls).

Recent signals1receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-06·@mikealfred·Urges investors to ignore widespread pessimism and remain invested.·

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.