Breaking Down Bitcoin & AI with Mike Alfred

In this interview, Mike Alfred discusses market sentiment, particularly regarding Bitcoin and AI, emphasizing the importance of physical infrastructure for scaling compute power. He critiques companies that lack expertise in infrastructure, even if they hold Bitcoin, and highlights the need for redundancy to prevent downtime. Alfred shares his social media etiquette, focusing on blocking unproductive or negative users to maintain a positive environment. Looking ahead, he anticipates a positive period for risk assets, driven by factors like NVIDIA's earnings and potential Fed rate cuts, and expresses long-term bullishness on Bitcoin, suggesting it could reach new highs as liquidity improves. He also touches on the evolving dynamics between traditional finance and the crypto world, pointing out the challenges and opportunities for companies in the Bitcoin space.