Mike Alfred: Spotting Winning Stocks and the Path to $1 Million Bitcoin
Coin Stories
How Should Investors Allocate to AI vs Bitcoin?
Mike argues to accumulate both, focus AI investments on picks-and-shovels like power/data centers, not apps.
Investor, entrepreneur, and IREN board member Mike Alfred sits down with Natalie Brunell for a deep-dive into Bitcoin, AI, equities markets, retail investing, and the future of the global financial system.
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
- The 5 picks Mike would make when investing $1 million today
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This podcast is for educational purposes and should not be construed as official investment advice.
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