The Bitcoin Treasuries Podcast with Tim Kotzman Breaking Down Bitcoin & AI with Mike Alfred
Nov 26, 2025
Mike Alfred, a seasoned investor with a knack for Bitcoin mining and infrastructure, joins Tim for a deep dive into the future of AI and crypto. They explore how these technologies require robust data centers to thrive. Mike predicts that successful mining operations will be determined by infrastructure expertise rather than mere Bitcoin ownership. He also shares insights on social media etiquette and the importance of face-to-face meetings with leadership, while analyzing current market sentiment and the potential for Bitcoin's mainstream adoption.
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Episode notes
Liquidity, Not Structural Failure
- Bitcoin's recent drawdown reflects liquidity and Fed restrictiveness rather than a structural failure.
- Mike Alfred expects liquidity to improve and the cycle to shift into 2026 rather than 2025.
Power Is The Base Layer
- AI and Bitcoin are the twin megatrends that both require massive power and data-center infrastructure.
- The real asset to own is high-quality power and physical infrastructure that converts power into compute.
Prioritize Real Infrastructure Skill
- Invest in companies that are genuinely excellent at building and operating physical infrastructure.
- Avoid firms that use Bitcoin holdings to mask poor operational fundamentals.