Investor and analyst Mike Alfred is currently undergoing a major reorientation of his investment portfolio. He has divested all of his shares in MicroStrategy (MSTR) and is redirecting his capital toward Strive, acquiring 1.66 million shares in the latter. This strategic decision reflects his objective to benefit from a better capital structure to increase his Bitcoin exposure.

Strongly criticizing MicroStrategy's debt model, Alfred judges that the current valuation of the software giant rests on fragile foundations, risking significant dilution for shareholders. In contrast, his position in Strive offers him purer and better-structured exposure to Bitcoin, on which Alfred's net worth depends largely on this exposure.

As for his macroeconomic forecasts, Alfred anticipates that Bitcoin will cross the one million dollar mark by 2033. This projection is based on growing political support in the United States toward cryptocurrencies, as well as a set of favorable macroeconomic factors. For reference, Bitcoin is currently trading around 68,270 dollars, reflecting market dynamism since accelerated political adoption.

This investment strategy demonstrates Mike Alfred's conviction in Bitcoin's future as a major store of value, despite the turbulence of the cryptocurrency market.