Mike Alfred’s Full Investment Playbook: Inside Bitcoin, Miners & AI

Investor, entrepreneur, and board member of Bakkt and IREN Mike Alfred sits down with Natalie Brunell for a deep-dive into Bitcoin, AI, power markets, retail investing, and the future of global monetary systems. Mike breaks down why he believes Bitcoin is the most important asset in human history, why AI is only in the first inning, and how he approaches asymmetric investing, long-duration conviction, and risk management.

We discuss:
- Why Mike believes Bitcoin is the most de-risked large-scale asset ever
- AI’s 20-year growth cycle & its overlap with Bitcoin
- How Bitcoin miners evolved into AI power companies
- Treasury companies, NAV myths & structural risks
- Global liquidity cycles & Bitcoin price catalysts

Follow Mike Alfred on X https://x.com/mikealfred

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⚡*Bitwise* has over $10B in client assets, 32 investment products, and a team of 100+ employees across the US and Europe, all focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com

⚡*Bitdeer* Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing for AI. Learn more at https://www.bitdeer.com

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IN THIS COIN STORIES EPISODE
00:00 Who is Mike Alfred?
2:33 Building retail following
4:18 Gemini Bitcoin Credit Card | Bitwise | Bitdeer (BTDR)
6:02 Bitcoin miners pivoting to AI
11:21 Options, leverage
13:44 Influence, pressure
19:33 Speculation, gambling mindset
27:38 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy
29:28 Why Bitcoin is sluggish
32:36 AI’s 20-year cycle and power competition
37:46 Industrial policy
42:12 Bitcoin reserves
48:25 Bitcoin vs equities
52:48 Conviction during volatility

*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/
Bakkt https://bakkt.com/

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Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
Editor: Silas Foley

📄 LEGAL & RISK DISCLOSURE

1. No Financial Advice: This content is for entertainment purposes only and not intended as financial, legal, or tax advice. I am not a licensed financial advisor. Always consult a professional.
2. Sponsored Content & Affiliate Links: I may receive compensation when you use them, which helps support the channel at no additional cost to you.
3. Crypto Risk Warning: Cryptocurrencies are highly volatile and speculative. Risks include loss of capital, extreme price swings, and lack of regulatory protection.
4. Jurisdiction Notice: This content may not be appropriate for residents of jurisdictions where digital asset promotions are restricted or prohibited. Please verify your local laws before engaging.
5. Accuracy & Timeliness: All content reflects personal opinion and is based on available information at the time of recording. No guarantees are made regarding accuracy or future performance.

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