Renowned value-oriented investor Mike Alfred joins Tim to discuss how AI, Bitcoin, and power will work together, his social media etiquette, and who is going to win in Bitcoin mining. 

- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.

https://onrampbitcoin.com/

- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide

https://www.stampseed.com/

Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.

Tim Kotzman on X: https://x.com/TimKotzman

Mike Alfred on X: https://x.com/mikealfred

0:00 - Intro

0:14 - Mike’s take on the 4 year cycle

2:13 - How Mike sees AI, Bitcoin, and Energy working together

5:53 - Who will win in the mining business?

9:21 - The importance of meeting of company leadership in person

11:52 - Mike’s social media etiquette

15:06 - What Mike is thinking going into the holidays?

17:30 - Is sentiment more negative than usual?

21:05 - Digital Credit

26:12 - The dynamic between the Bitcoin and TradFi worlds

#podcast #bitcoin #microstrategy #investing #mstr #btc