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VOICE ARCHIVE

Mike Alfred

@mikealfred
28 posts
2026-01-10
OKLO is up 16% on a deal with Meta that has no power until 2030. How much should gigawatts of power available in 2026 and 2027 be worth right now? Do the math.
2026-01-10 View on X
Wall Street Journal

Meta signs deals with nuclear power providers Vistra, TerraPower, and Oklo to buy power and support new reactor projects, securing up to 6.6GW of power by 2035

Facebook parent will back nuclear projects with Oklo, Bill Gates-backed TerraPower and Vistra

2025-11-03
I've been saying this for at least a year. Now the CEOs of the largest companies in the world are saying it. Are you paying attention yet?
2025-11-03 View on X
Tom's Hardware

In an interview, Satya Nadella says Microsoft faces a power shortage, but not a compute one, which could leave “chips sitting in inventory that I can't plug in”

Canada, UK, Europe—missed this memo. Now they're paying for it. Mon / @moninvestor : Microsoft's CEO says they have chips they can't use because there isn't enough power or data ce...

2025-07-08
“Verticalizing the ownership of Core Scientific's high-performance data center infrastructure enables CoreWeave to significantly enhance operating efficiency and de-risk our future expansion, solidifying our growth trajectory.” -Coreweave CEO Michael Intrator Sound familiar?
2025-07-08 View on X
Bloomberg

CoreWeave says it has agreed to acquire bitcoin miner Core Scientific in a ~$9B all-stock deal, set to close in Q4 2025, to expand its AI data center capacity

#DataCenters  —  #CoreWeave  —  #PowerIsTheMoat @notreload : $CRWV -2.8%, $CORZ -18% [CoreWeave's all-stock acquisition of Core Scientific caused Core Scientific's stock to fall du...

2025-04-13
BREAKING: Treasury Secretary Bessent was instrumental in getting President Trump to back down on Chinese phone and computer tariffs after multiple calls with Apple CEO Tim Cook and other CEOs. Navarro and Lutnick sidelined and Navarro likely to be fired as scapegoat - SOURCES
2025-04-13 View on X
Bloomberg

The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”

President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …

2024-11-21
In the long run, the only guaranteed winners in the global AI arms race are power companies, data center operators, and Nvidia. The hyperscalers and everyone else face the existential risk of terminal decline if they fail to adapt.
2024-11-21 View on X
Yahoo Finance

Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% YoY to $30.8B, vs. $29B est., and forecasts Q4 revenue above est.

Nvidia (NVDA) reported its Q3 earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines …

2024-07-02
@DavidPan_1 ... This is the message I repeated several times in my conversations with them over the last year. Great to see!
2024-07-02 View on X
Bloomberg

Sources: Northern Data is weighing a US IPO of its combined AI cloud computing and data center businesses at a ~$10B to $16B valuation as early as in H1 2025

Bloomberg :

2023-12-04
Today, on the momentous occasion of Bitcoin re-taking $40,000, I just want to pause and express the incredible sadness I feel for all the people who didn't buy Bitcoin all year at $16,000, $20,000, $25,000, $30,000, $35,000, and $38,000. While I know the mood should be...
2023-12-04 View on X
Bloomberg

Bitcoin trades above $40K for the first time since May 2022, as the digital asset extends its 2023 rebound on expectations of interest-rate cuts and ETF demand

Bloomberg :

2023-02-16
Binance Expects to Pay Penalties to Resolve U.S. Probes. WSJ confirms what I've been hearing for several weeks now. Suddenly the rally makes even more sense. https://www.wsj.com/...
2023-02-16 View on X
Wall Street Journal

Binance Chief Strategy Officer Patrick Hillmann says the company expects to pay monetary penalties to settle US regulatory and law enforcement investigations

DOJ, CFTC have been probing world's largest cryptocurrency exchange  —  Binance, the world's largest cryptocurrency exchange …

2023-01-21
Gemini is the biggest creditor in the Genesis bankruptcy. Several of the other largest creditors have been redacted. Interesting to see Van Eck, Cumberland, Abra, Marcelo Claure, and other familiar names. This company touches almost every firm in the space directly or indirectly.
2023-01-21 View on X
Bloomberg

Crypto lender Genesis Global files for Chapter 11 bankruptcy in New York, listing the estimated range for both assets and liabilities as between $1B and $10B

the parent company of Genesis - continue to refuse to offer creditors a fair deal. Fred Walton / @fredwalton216 : 1) Crypto thread on January 19. DCG allegedly has received offers ...

The Genesis bankruptcy was priced in. Everyone knew it was coming. Not that interesting. What's interesting is thinking through the potential 2nd and 3rd order knock on effects that the market doesn't fully appreciate yet.
2023-01-21 View on X
Bloomberg

Crypto lender Genesis Global files for Chapter 11 bankruptcy in New York, listing the estimated range for both assets and liabilities as between $1B and $10B

the parent company of Genesis - continue to refuse to offer creditors a fair deal. Fred Walton / @fredwalton216 : 1) Crypto thread on January 19. DCG allegedly has received offers ...

2023-01-20
Gemini is the biggest creditor in the Genesis bankruptcy. Several of the other largest creditors have been redacted. Interesting to see Van Eck, Cumberland, Abra, Marcelo Claure, and other familiar names. This company touches almost every firm in the space directly or indirectly.
2023-01-20 View on X
Bloomberg

Crypto lender Genesis Global Capital files for Chapter 11 bankruptcy in New York, listing the estimated range for both assets and liabilities between $1B-$10B

Cryptocurrency lender Genesis Global Capital filed for bankruptcy, the latest firm to collapse in the aftermath of FTX's swift downfall.

The Genesis bankruptcy was priced in. Everyone knew it was coming. Not that interesting. What's interesting is thinking through the potential 2nd and 3rd order knock on effects that the market doesn't fully appreciate yet.
2023-01-20 View on X
Bloomberg

Crypto lender Genesis Global Capital files for Chapter 11 bankruptcy in New York, listing the estimated range for both assets and liabilities between $1B-$10B

Cryptocurrency lender Genesis Global Capital filed for bankruptcy, the latest firm to collapse in the aftermath of FTX's swift downfall.

2023-01-11
Binance minted at least $1B of Binance-peg BUSD that was not backed with the corresponding Paxos-issued BUSD collateral. 1 $BUSD does not always equal 1 $USD https://www.bloomberg.com/...
2023-01-11 View on X
Bloomberg

Binance admits flaws in maintaining its Paxos-managed BUSD stablecoin, which should be backed 1:1; ChainArgos: BUSD was undercollateralized by $1B+ in 2020-21

Binance Holdings Ltd., the biggest cryptocurrency exchange, acknowledged past flaws in the management of its stablecoin's reserves …

2023-01-08
Large US crypto hedge funds are receiving federal subpoenas related to their trading on Binance. US regulators are on the hunt after recent revelations of significant commingling of assets between Binance US, Binance, and CZ controlled market makers. https://www.washingtonpost.com/ ...
2023-01-08 View on X
Washington Post

Sources: the US attorney's office for the Western District of Washington sent subpoenas to US-based hedge funds for records of their communications with Binance

The federal probe into Binance is unfolding at a time of deep uncertainty in the crypto industry

2022-12-30
Solana is now down almost 97% from all time highs. The good news is that it can only fall another 3%.
2022-12-30 View on X
Bloomberg

Solana co-founders Anatoly Yakovenko and Raj Gokal scramble to move past FTX's stain on SOL, down 96% from November 2021; FTX and Alameda bought 58M+ SOL tokens

$50 billion in value wiped from the cryptocurrency in 2022 Mehron Rokhy / The Daily Hodl : Solana and Associated Tokens Down Over 96% From All-Time Highs As SOL Gets Delisted From ...

2022-12-22
SBF is on his own. He will be gunning for Binance and Tether to try to win a plea deal. https://twitter.com/...
2022-12-22 View on X
Washington Post

The SDNY says ex-Alameda CEO Caroline Ellison and FTX CTO Gary Wang pleaded guilty to federal charges, both are cooperating, and releases them on a $250K bond

Caroline Ellison and Gary Wang helped disgraced crypto mogul divert funds and are now aiding prosecutors

SBF is on his own. He will be gunning for Binance and Tether to try to win a plea deal. https://twitter.com/...
2022-12-22 View on X
U.S. Securities and Exchange Commission

The SEC charges ex-Alameda CEO Caroline Ellison and ex-FTX CTO Gary Wang for their role in defrauding FTX's investors at SBF's direction between 2019 and 2022

The Securities and Exchange Commission today charged Caroline Ellison, the former CEO of Alameda Research, and Zixiao (Gary) …

2022-12-19
BREAKING NEWS: BNB PUMPING AS BINANCE CEO CZ ANNOUNCES NEW CFO, INDEPENDENT BOARD, HOME OFFICE LOCATION, AND TIER 1 AUDITOR. VOWS TO COMPLETE FULL AUDIT OF COMPANY FINANCIALS AND INTERNAL CONTROLS.
2022-12-19 View on X
Reuters

Analysis: Binance's filings in 14 jurisdictions show its operations are mostly opaque, do not disclose where Binance.com is based, offer little data, and more

The world's biggest crypto exchange, Binance, is battling to shore up confidence after a surge in customer withdrawals and a steep drop in the value of its digital token.

BREAKING NEWS: BNB PUMPING AS BINANCE CEO CZ ANNOUNCES NEW CFO, INDEPENDENT BOARD, HOME OFFICE LOCATION, AND TIER 1 AUDITOR. VOWS TO COMPLETE FULL AUDIT OF COMPANY FINANCIALS AND INTERNAL CONTROLS.
2022-12-19 View on X
Bloomberg

Binance's BNB token dropped 9% over the past month, even as bitcoin remains steady, after record outflows; BNB has jumped over 1,600% in the past three years

Joanna Ossinger / Bloomberg :

2022-12-15
This is always the way it goes. Despite statements indicating otherwise, the new despot is always the same as the old despot. Free speech for me but not for you. https://www.bloomberg.com/...
2022-12-15 View on X
Bloomberg

Twitter suspends ~30 accounts sharing private jets' locations via public data, including @ElonJet, which Elon Musk had said he wouldn't ban for tracking his jet

Twitter Inc. has suspended multiple accounts that track the locations of private jets using publicly available flight data …