Alan Knitowski ∞/21M (@alanknit) header
Alan Knitowski ∞/21M (@alanknit) profile picture

🇺🇸 Founder & Former CEO of NASDAQ $PHUN | BTC | Army Ranger | Entrepreneur | Angel Investor | Cane | 7 Kids | +0.1 GHIN | 💎🙌💎🥜 | $CIFR $IREN $NBIS $MU $BE

Austin, TX
Joined May 2009
Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)Photo by Alan Knitowski ∞/21M (@alanknit)
Updated Portfolio Allocation for 8 Digit Portfolio: Spot #BTC = 35% $BE = 7% $NBIS = 7% $SKHY = 7% $MU = 7% $QQQ = 5% $SPY = 5% $IBIT LEAP 2028 Calls = 4% $IREN = 4% $IREN LEAP 2028 Calls = 4% $SMH = 4% $DRAM = 4% $CIFR = 2% $CIFR LEAP 2028 Calls = 2% $MSTR LEAP 2028 Calls = 1% $SKHY LEAP 2028 Calls = 1% $IBIT = 1% Focus is exclusively Bitcoin ... chips ... storage ... and AI HPC. Tick tock ... next block. Tick tock ... next GW.
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Alan Knitowski ∞/21M retweeted
When 50,000 Muslims invaded Romania Vlad the Impaler shoved pikes up their asses and decorated his roads with them Just an interesting history lesson in case y'all weren't aware
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Alan Knitowski ∞/21M retweeted
Very concerning reports about the elections in Brazil. The fraud was so rampant that proofs are comming out so fast and strong. Flavio Bolsonaro won the election.
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Alan Knitowski ∞/21M retweeted
Highest Graded Quarterbacks This Season🎯
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Alan Knitowski ∞/21M retweeted
You mean Israelis don't like outsiders having influence over their elections? How ironic...
🚨An Israeli Woman Has A Mental Breakdown Over Arabs Showing Up To Vote Israelis are crashing out on social media because of the Palestinian Citizens of Israel voting in historic numbers, which has prompted Israelis to go into a meltdown & claim that “our country is being stolen from us”.
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Alan Knitowski ∞/21M retweeted
The people covering up the Epstein files are the same people saying that Israel is our “greatest ally”
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Alan Knitowski ∞/21M retweeted
MSFT investors GOOG investors after earnings: after earnings:
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Big Bitcoin (aka the U.S. Bitcoin Industrial Complex) controls Bitcoin’s price, at least in the short term. The beast moves when Big Daddy Bessent gives the word. So stop whining, stack sats, and STFU. This is a gift. They need to recapitalize the system, and they’re positioning themselves to do exactly that. But there are a hell of a lot of moving parts: domestic politics, geopolitics, economic instability, wars, and the internal power struggle between the Fed and Treasury. A lot has to align before they can afford to release the beast. And here’s the real question: Once they unleash it, can they actually control the upside? I don’t think they can. They may be able to manage the timing and suppress volatility in the short term, but controlling a globally traded, digitally native asset once the repricing cycle accelerates is an entirely different animal. And when that happens, the models get blown apart. All those traditional financial assumptions that make $STRC look like a lost cause through a conventional TradFi lens? Right out the window. The same frameworks @darkside2030 , @Puncher522 , @dotkrueger , and others love to pontificate about could become obsolete almost overnight. They’re evaluating a new financial structure using models built for an old monetary system. The irony is that the very forces attempting to control Bitcoin’s repricing may ultimately trigger a process they can no longer contain. Game theory is one hell of a drug.
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Alan Knitowski ∞/21M retweeted
Morgan Stanley: Even after time-to-power solutions we project a 43 GW net shortfall in data center demand $NBIS $IREN $CRWV $WULF $BE $GEV $SPCX
MORGAN STANLEY PROJECTS 43 GW NET SHORTFALL OF DATA CENTER DEMAND If considering global solutions, the firm still projects a 38 GW shortfall which is 33% of demanded power. $IREN $CIFR $HUT $SLNH $CLSK $WULF $NBIS
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Alan Knitowski ∞/21M retweeted
BANK OF AMERICA REPORTS 4.1% OWNERSHIP STAKE IN $IREN
$IREN SECURES $363 MILLION IN GPU-BACKED FINANCING
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Alan Knitowski ∞/21M retweeted
$GOOGL comments quite bullish for the likes of $IREN $CIFR etc...
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Alan Knitowski ∞/21M retweeted
hahahahahaha
Executed & Replaced ⚖️: Bibi Netanyahu
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Alan Knitowski ∞/21M retweeted
The First Lady of France is a man who groomed Emanuel while he was still a child. Jared Kushner is an Israeli spy currently handling our sitting president. The United States is in the top 100 safest countries on earth. (Out of 163 total) One of these statements is false.
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Alan Knitowski ∞/21M retweeted
🚨JUST IN: $GOOGL CFO "We started utilizing third-party compute capacity at the end of Q3, and will ramp usage in Q4." Musk can’t stop the neocloud rally🧐
🚨JUST IN: $GOOGL $195B TO $205B FOR FY26 WILL REMAIN UNCHANGED
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Alan Knitowski ∞/21M retweeted
$NBIS is back above $180 after $ORCL projected 34% operating margins and a 28% ROI over five years on AI compute. Great news considering Nebius is already reporting ~50% AI cloud EBITDA margins and GPU paybacks under two years with even more capacity coming online.
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Alan Knitowski ∞/21M retweeted
I’m in for another Milly. Let’s do this.
Hey @Jason… want an easy $3 million? I agree to the same terms as Grant just offered you (below). Add @dotkrueger’s original bet to the mix and you have $3M Saying “Bitcoin is dead” is free. Let’s see if you have conviction.
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Bingo.
The guy you've been lied about your entire Life. Every film. Every documentary. Every textbook. All of it are nothing but lies.
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Alan Knitowski ∞/21M retweeted
🚨 SK HYNIX: JPMORGAN RAISES TARGET TO ₩2.9 MILLION But the real story is the earnings revisions. • 2027 operating profit: ₩481T (+21.8%) • 2028 operating profit: ₩643T (+26.5%) • 2028 operating margin: 80.7% • 2028 profit estimate: 27% above consensus JPMorgan sees tight DRAM supply extending for years, with conventional DRAM potentially becoming more profitable than HBM. The big question: Can memory pricing sustain these extraordinary margins? Source: J.P. Morgan estimates $MU $SKHY #SKhynix #HBM #Semiconductors
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Alan Knitowski ∞/21M retweeted
🚨🇧🇷 BREAKING: FLÁVIO BOLSONARO RELEASES EXPLOSIVE STATEMENT FROM THE UNITED STATES! “I address the Brazilian people and the international community as the true elected president of Brazil.” Flávio Bolsonaro refuses to recognize Lula’s electoral victory, denounces what he calls massive electoral fraud, and confirms that he has left Brazil with his family. “There is no arrest warrant against me because I have committed no crime.” He accuses Brazil’s Supreme Court of political persecution and vows to lead the opposition from American soil. “I left Brazil, but I have not abandoned Brazilians. This struggle did not end on October 25. It will only end when Brazil becomes a free country again. And that day will come.”
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Alan Knitowski ∞/21M retweeted
Mario Cristobal's resume: Oregon: 2018 - 9-4 2019 - (#5) 12-2 2020 - 4-3 2021 - (#22) 10-3 Miami: 2022 - 5-7 2023 - 7-6 2024 - (#18) 10-3 2025 - (#2) 13-3 2026 - (#1) 7-0 Also: - 37 Draft Picks - 7 1st-Round Picks - 2X Conference Champ - 3X NY6 Champ Underappreciated.
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Alan Knitowski ∞/21M retweeted
I bet $1000 on Paxton to win $2777. The odds are just too good. They ain’t no way Texas votes for that confused kid to negatively influence, the VALUES of Texans
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