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Podcast: CoinDesk Podcast Network
Episode: THE MINING POD: Mike Alfred on IREN, Fintwit, and the Digital Infrastructure Thesis
Description: Bitcoin mining stock investor and hedge fund manager Mike Alfred slings his opinions on IREN, public miners, and AI on the latest Mining Pod.
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Welcome back to The Mining Pod! Today, Mike Alfred, founder of Alpine Fox LP and a non‑executive director at IREN, joins us to talk about Bitcoin mining economics, AI‑GPU arbitrage, the importance of owning physical infrastructure, and how his permanent‑capital fund navigates massive drawdowns while staying contrarian in a hype‑driven market.
Timestamps:
00:00 Start
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