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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Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com
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Bitdeer Technologies Group ($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 constru
