Breaking Down Bitcoin & AI with Mike Alfred
Автор: Tim Kotzman
Загружено: 2025-11-26
Просмотров: 3037
Renowned value investor Mike Alfred joins Tim to discuss how AI, Bitcoin, and power will work together, his social media etiquette, and who is going to win in Bitcoin mining.
this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Mike Alfred on X: https://x.com/mikealfred
0:00 - Intro
0:14 - Mike’s take on the 4 year cycle
2:13 - How Mike sees AI, Bitcoin, and Energy working together
5:53 - Who will win in the mining business?
9:21 - The importance of meeting of company leadership in person
11:52 - Mike’s social media etiquette
15:06 - What Mike is thinking going into the holidays?
17:30 - Is sentiment more negative than usual?
21:05 - Digital Credit
26:12 - The dynamic between the Bitcoin and TradFi worlds
#podcast #bitcoin #microstrategy #investing #mstr #btc
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