The Wolf Of All Streets The Real 4,700% Bitcoin Play Exposed! (Not What You Think) | Mike Alfred
Sep 28, 2025
Mike Alfred, an investor and entrepreneur specializing in Bitcoin mining and crypto equities, dives into market dynamics and investment strategies. He analyzes the striking performance of Bitcoin miners, notably the significance of Cypher's partnership with Google. The discussion also covers China's influence on mining and AI, as well as the evolving role of miners in the data center landscape. Mike shares insights on Bakkt's future under new leadership and critiques Bitcoin treasury companies, offering a long-term investment outlook.
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From $2 To 47x: The IRON Story
- Mike Alfred described buying IRON near $2–3 and holding through repeated drawdowns to realize ~47x gains.
- He recounted being trolled on social media but ultimately vindicated by the stock's multi-year rally.
Infrastructure Owners Are The House
- Large-scale owners of physical compute infrastructure win regardless of exact monetization paths.
- Owning the 'house' of infrastructure yields systematic long-term returns if you have patience and emotional fortitude.
Hold Through Volatility If Fundamentals Are Right
- Expect volatility and hold through drawdowns if you've truly underwritten a company's fundamentals.
- Build emotional fortitude because public equity investing rewards patience over short-term trades.