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 widehttps://www.stampseed.com/Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.Tim Kotzman on X: https://x.com/TimKotzmanMike Alfred on X: https://x.com/mikealfred0:00 - Intro0:14 - Mike’s take on the 4 year cycle2:13 - How Mike sees AI, Bitcoin, and Energy working together5:53 - Who will win in the mining business?9:21 - The importance of meeting of company leadership in person11:52 - Mike’s social media etiquette15:06 - What Mike is thinking going into the holidays?17:30 - Is sentiment more negative than usual?21:05 - Digital Credit26:12 - The dynamic between the Bitcoin and TradFi worlds#podcast #bitcoin #microstrategy #investing #mstr #btc

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