The Bitcoin Treasuries Podcast with Tim Kotzman
Timothy Kotzman
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Breaking Down Bitcoin & AI with Mike Alfred
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
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