THE MINING POD: Mike Alfred on IREN, Fintwit, and the Digital Infrastructure Thesis

CoinDesk Podcast Network

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

03:51 Alpine Fox Fund

07:26 IREN allocation

10:26 Why invest in IREN?

16:10 Why post on social?

20:16 Cleanspark

20:44 Binance

25:26 Memetic investing

32:39 Breaking news

36:34 Drawdowns

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Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!