The Wolf Of All Streets Bitcoin BREAKS Towards $100K As Senate DELAYS The CLARITY Act!
Jan 14, 2026
Joining the discussion is Mike Alfred, a market commentator and Bitcoin investor known for his insights on miners and AI data centers. He reveals the staggering $130B crypto market cap surge and critiques the delayed Senate Clarity Act and its implications for stablecoins. Mike argues we're in a new liquidity cycle that could boost Bitcoin's growth, while highlighting the importance of management quality in mining companies. He also shares his bullish long-term Bitcoin outlook and the interplay between precious metals and crypto markets.
AI Snips
Chapters
Books
Transcript
Episode notes
No Real Bull Market Since Rate Hikes
- Mike Alfred argues there hasn't been a true crypto bull market this cycle due to restrictive Fed policy and lack of a business cycle.
- He sees AI sucking liquidity away from crypto, delaying sustainable crypto recovery.
Liquidity, Not Regulation, Drives Bitcoin
- Mike Alfred expects a business-cycle-driven liquidity rebound that could lift Bitcoin if rates fall and policy shifts.
- He views Trump's push to lower rates and reverse restrictive policies as likely to increase "animal spirits."
Clarity Matters Less For Bitcoin Price
- Clarity Act delays and stablecoin yield fights matter more to crypto builders than to Bitcoin's price.
- Alfred thinks business-cycle liquidity will matter more for Bitcoin than specific regulatory outcomes.
