@mikealfred
Value investor who runs Alpine Fox and sits on the boards of Bakkt and IREN. On 14 April he saw a springtime melt-up, and on 13 June he posted “The bottom is in”; both went against. On 2 July he posted “Bitcoin has bottomed” at $59,968, one day after the window low of $58,566, and on 3 August he called the move back to $70,000, which came on 21 August. On 27 October he called $100,000 by Thanksgiving; Bitcoin is at $75,929.
In short. Mike Alfred is a value investor and board director who posts on X as @mikealfred. On our sample of seven dated calls, the record is 2 played out, 3 open, 2 went against. He called the bottom more than once: the June call broke, the July call held. None of his targets of $100,000 or more has been reached, and Bitcoin's highest mark in our window was $86,597.
Bakkt's board page says Alfred founded and runs Alpine Fox LP, “a private investment partnership focused on value equities and Bitcoin”. He co-founded Digital Assets Data in January 2018 and was its CEO until its sale to NYDIG in November 2020. He has a history degree from Stanford.
He joined the Bakkt board in September 2025, and he also sits on the board of IREN, a Bitcoin mining and AI data center company. His X bio reads “Engaged value investor and board director. Recovering tech entrepreneur.”
Before our price window, in March 2026, he posted “$140,000 Bitcoin is coming. Sooner than most expect.” Bitcoin has not traded above $86,597 since our window opened in April.
Calls not charted on their own card, because a charted call makes the same bet: on 7 June he posted that the bull run would take Bitcoin “from $60,000 to at least the $315,000 area”. On The Bitcoin Historian podcast, published on 2 June, he said the next move would take Bitcoin to “150, 200, 250”, as CCN reported. On Scott Melker's show on 2 September he said “I could see Bitcoin at $300,000. I could see Ethereum at $10,000 or more”, with no date, as Benzinga reported. On 24 October, on Anthony Scaramucci's podcast, he said he would bet up to $1 million that Bitcoin hits $100,000 before $60,000.
Sources: x.com/mikealfred · benzinga.com · ccn.com · investors.bakkt.com
Macro calls from a stock picker. Alfred reads oil, bond yields, the dollar and jobs data, then calls Bitcoin from there. He often names his stock picks in the same post, such as Opendoor (OPEN) and Cipher Mining (CIFR). His tone is blunt and often sarcastic, and he mocks the bears. He sets far targets ($315,000, $1 million) and some short deadlines, such as Thanksgiving.
Bullish on Bitcoin in every post and interview we read, through a 21% fall from April to July. He reads dips as chances to buy rather than as a reason to cut a target.
Seven dated Bitcoin calls from Mike Alfred's own X posts, charted against real price. The tally is 2 played out, 3 open, 2 went against.
“Ok, that’s it. I’ve seen enough to call it. $100,000 Bitcoin by Thanksgiving.”
Said at $80,029, with Thanksgiving on 26 November. Bitcoin rose to $81,274 (+1.6%) on 29 October, then fell to $75,929 (−5.1%), where it is now. Reaching $100,000 by the deadline would take a rise of about a third in under three weeks. Open.
𝕏 Post“$100,000 Bitcoin by Thanksgiving.” — Mike Alfred on X↗ x.com“$315,000 BTC $60 crude Within 18 months”
Said at $86,597, the highest daily mark in our window, in a reply on X. The deadline is March 2028. Bitcoin has not closed higher since, and it is at $75,929 (−12.3%). Open, with most of the time left.
𝕏 Post“$315,000 BTC … Within 18 months” — Mike Alfred on X↗ x.com“I purchased all of Jim Cramer’s Bitcoin this morning at $62,250 in a direct transaction. We are all clear for the move back to $70,000. You’re welcome.”
Said at $63,504. Bitcoin dipped to $62,844 (−1.0%) on 17 August, then closed at $73,021 (+15.0%) on 21 August, its first mark above $70,000. It went on to $86,597 (+36.4%) on 22 September and is at $75,929 (+19.6%). Played out.
𝕏 Post“We are all clear for the move back to $70,000.” — Mike Alfred on X↗ x.com“Job market strong. Oil dropping. DXY topping. Japanese yen steadying. AI ripping. Bitcoin has bottomed.”
Said at $59,968, one day after the window low of $58,566 on 1 July. Bitcoin never closed lower than that day's mark again. It rose to $86,597 (+44.4%) on 22 September and is at $75,929 (+26.6%). Played out.
𝕏 Post“Bitcoin has bottomed.” — Mike Alfred on X↗ x.com“The bottom is in. The top is infinity. Nothing has changed other than your attitude.”
Said at $63,532. Bitcoin's first daily mark under $60,000 was $59,727 on 26 June, and it fell to $58,566 (−7.8%) on 1 July. It later rose to $86,597 (+36.3%) on 22 September and is at $75,929 (+19.5%). The bottom he called broke by about 8% before the rally. Went against.
𝕏 Post“The bottom is in. The top is infinity.” — Mike Alfred on X↗ x.com“When there is a permanent solution to this minor flare-up in Iran, yields will plummet and stocks like OPEN will go up 2-3x, BTC is headed to $100,000, CIFR to $42, etc.”
Said at $75,478, tied to a lasting solution in Iran. Bitcoin fell to $58,566 (−22.4%) on 1 July, then rose to $86,597 (+14.7%) on 22 September. It is at $75,929 (+0.6%). $100,000 has not been reached. Open, after a deep drop first.
𝕏 Post“BTC is headed to $100,000” — Mike Alfred on X↗ x.com“Bitcoin on a mission to re-take $100,000. All the conditions are in play for a major springtime melt-up.”
Said at $74,482. Bitcoin rose to $82,018 (+10.1%) on 11 May, then turned down. On 21 June, the last day of spring, it was at $64,253 (−13.7%), and it fell to $58,566 (−21.4%) on 1 July. It is at $75,929 (+1.9%). No melt-up came in spring, and $100,000 was not reached. Went against.
𝕏 Post“Bitcoin on a mission to re-take $100,000.” — Mike Alfred on X↗ x.comOutcomes are our read of the stated claim against real price, not the author's own scoring. Selection: we read the 309 posts of his own that his X profile feed returned for January to November 2026, and chart every in-window post that states a Bitcoin level, a bottom or a deadline. A target he repeats is charted once, at its first in-window post; repeats are listed under Background. Each call is measured from the daily CoinGecko mark on the day it was said. The 23 May post was made at 22:05 UTC and the 27 October post at 21:55 UTC, so the next day's marks ($76,684 and $80,801) are closer to the moment he posted. The 3 August post opens with a joke about buying Jim Cramer's Bitcoin at $62,250; the call itself is the $70,000 move. We count spring as ending on 21 June. A call with no deadline stays open until price settles it.
Alfred invests his own fund in Bitcoin and in listed companies whose shares rise with it, and sits on two of their boards. Here is where his money is tied to his calls.
He is founder and managing partner of Alpine Fox, a private fund in value stocks and Bitcoin, per Bakkt's board page. In September he told Scott Melker he had been buying heavily in the dip, mainly Bitcoin and Ethereum, as Benzinga reported.
He is a director of Bakkt, a crypto company, and of IREN, a Bitcoin mining and AI data center company, both listed in New York. A higher Bitcoin price helps both.
His posts often pair a Bitcoin call with stock picks. The 23 May call also named Opendoor (OPEN) and Cipher Mining (CIFR) targets. In September he talked up Strive (ASST) and BitMine (BMNR), as Benzinga reported.
“All the conditions are in play for a major springtime melt-up.”
14 Apr 2026 · went against“BTC is headed to $100,000”
23 May 2026 · open“The bottom is in.”
13 Jun 2026 · went against“Bitcoin has bottomed.”
2 Jul 2026 · played out“We are all clear for the move back to $70,000.”
3 Aug 2026 · played out“$315,000 BTC … Within 18 months”
22 Sep 2026 · open“$100,000 Bitcoin by Thanksgiving.”
27 Oct 2026 · openQuotes transcribed from his own public sources; stated views, not recommendations.
Alfred posts mostly on X and speaks often on crypto podcasts. We found no YouTube channel or newsletter of his own.
A value investor and board director. He runs Alpine Fox LP, a private fund in value stocks and Bitcoin, and sits on the boards of Bakkt and IREN. He co-founded Digital Assets Data, sold to NYDIG in 2020. He posts on X as @mikealfred, with about 347,000 followers.
On 27 October 2026 he posted “$100,000 Bitcoin by Thanksgiving.” On 22 September he posted $315,000 within 18 months. On a podcast on 24 October he said he would bet up to $1 million that Bitcoin hits $100,000 before $60,000.
On our sample of seven dated calls from April to October 2026: two played out, three are open and two went against. His “bottom is in” of 13 June broke, but his “Bitcoin has bottomed” of 2 July came one day after the low, and the move back to $70,000 he called on 3 August came on 21 August. None of his targets of $100,000 or more has been reached.
Bitcoin, Ethereum and listed companies tied to them. He has named IREN, Cipher Mining, Strive, BitMine and Opendoor in public. He sits on the boards of Bakkt and IREN, so he gains when their shares rise.
Not publicly known, and no credible figure exists. Ignore any specific number you see attached to the name.
Alfred calls floors from macro data and sets far targets. How close is your instinct? Measure it for real with a Trader Passport.
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Informational and educational analysis based strictly on publicly available materials: Mike Alfred's public X posts, news reports quoting his podcast remarks, and the sources linked on each call. Not financial or investment advice. Figures are approximate and change constantly. Spotted an error, or are you Mike? Submit a correction →
Verified handles · Sources cited above · Scoring methodology · Updated 6 November 2026
