Mike Alfred: Spotting Winning Stocks and the Path to $1 Million Bitcoin
Coin Stories
Why Bitcoin Miners Pivoted to AI and Data Centers
Mike explains underwriting miners via balance sheets and why land, power, and data centers became valuable for AI and Bitcoin.
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 $1 million today
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Bitdeer Technologies Group ($BTDR) is a global leader in Bitcoin mining and high-performance computing for AI, with operations spanning four continents. Learn more at https://www.bitdeer.com
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This podcast is for educational purposes and should not be construed as official investment advice.
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