Bitcoin mining stock investor and hedge fund manager Mike Alfred slings his opinions on IREN, public miners, and AI on the latest Mining Pod.
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Welcome back to The Mining Pod! Today, Mike Alfred, founder of Alpine Fox LP and a non‑executive director at IREN, joins us to talk about Bitcoin mining economics, AI‑GPU arbitrage, the importance of owning physical infrastructure, and how his permanent‑capital fund navigates massive drawdowns while staying contrarian in a hype‑driven market.
Timestamps:
00:00 Start
03:51 Alpine Fox Fund
07:26 IREN allocation
10:26 Why invest in IREN?
16:10 Why post on social?
20:16 Cleanspark
20:44 Binance
25:26 Memetic investing
32:39 Breaking news
36:34 Drawdowns
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