Want to create an interactive transcript for this episode?
Podcast: Inflection Point
Episode: Why This Bitcoin Cycle Could Last Until 2027 | Mike Alfred
Description: In this episode, Founder & Managing Partner at Alpine Fox Mike Alfred explains why this bull run could stretch into 2026–27, how institutions and treasury companies are changing the game, and why retail is still asleep. He also dives into the risks and narratives shaping the market, how investors should think about balancing Bitcoin with Bitcoin proxies like miners, and why he’s fading the Bitcoin Knots drama. Enjoy!
—
Follow Mike: https://x.com/mikealfred
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://twitter.com/SupplyShockBW
Follow Blockworks: https...