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

In this episode of The Mining Pod, Mike Alfred, founder of Alpine Fox LP and non-executive director at Bitcoin Miner, AI Infraplay, IREN, discusses Bitcoin mining stocks, the AI-HPC trade, and evaluating energy-related stocks. He shares his investment strategies, focusing on identifying strong management teams and long-term value in infrastructure companies like IREN. Alfred also addresses his use of Twitter to share his investment theses, his past criticisms of Binance, and the ethical considerations of social media influence in the investment space. He emphasizes the importance of independent thinking and generating alpha through non-consensus views, while also touching on risk management and the potential for drawdowns in the Bitcoin mining sector.