Renowned value-oriented 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
