▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
In the debut episode of The Income Show, we sit down with Mike Alfred; private investor, board director, and one of the sharpest minds at the intersection of Bitcoin, AI, and digital finance. Mike is the Founder and Managing Partner of Alpine Fox LP, a private investment partnership focused on value equities and Bitcoin. He serves on the boards of IREN (NASDAQ: IREN), a publicly traded data center and Bitcoin mining company, and Bakkt (NYSE: BKKT), a regulated crypto fintech platform.
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Time Stamps:
00:00 – Intro
00:30 – High-Conviction Investing Philosophy and Overall Strategy
05:43 – What Most Investors Get Wrong
07:43 – Crisis Periods as Buying Opportunities
09:17 – Directionally Correct vs. Perfect
11:01 – Reading Sentiment on X
12:48 – Background and First Bitcoin Catalyst
14:40 – Why Bitcoin Is Unique
16:56 – Safety, Volatility, and Inflation
18:01 – Digital Credit and High-Yield Products
21:46 – Bonds vs. Digital Credit
23:46 – Growth vs. Income Allocation
25:51 – Digital Credit Resilience
29:33 – Digital Credit vs. Private Credit
31:35 – Why Track Record Matters
36:46 – Income Investors vs. FOMO Buyers
38:58 – Bitcoin to $1 Million by 2033–2035
41:20 – AI, Energy, and Physical Infrastructure
47:24 – Repositioning and Trimming Winners
54:49 – Gold, Copper, and Bitcoin Cycles
57:43 – Fed Leadership and the Economy
58:23 – Closing Optimism
Disclaimer: The content in this video is for informational and educational purposes only and should not be considered financial advice. We are not financial advisors, and you should consult with a qualified professional before making any financial decisions. All investments involve risks, and you are responsible for your own decisions.
True North does not intend for anything herein to be considered an offer or sale of any securities, including those of Strive. True North encourages listeners to consult with their tax and investment advisors. Additional information on any securities or issuers referenced herein can be found in such issuers’ filings with the Securities and Exchange Commission (“SEC”), including any registration statements, prospectuses and prospectus supplements for each issuers’ securities. Listeners should read such documents and other documents incorporated by reference therein or that such issuer has filed with the SEC for more complete information. You may get these documents for free by visiting EDGAR on the SEC website at [www.sec.gov](
Any securities referred to herein, including those of True North’s parent Strive, are not collateralized by underlying bitcoin holdings and may be subordinated to senior claims. There are no guarantee of returns liquidity or future performance. The securities referred to herein are neither bank deposits, nor FDIC insured, nor regulated in the same way, and do not have the same regulatory and other protections as bank accounts, money market funds, treasuries, or similar investments and as a result may not be comparable investments. Current trading prices and effective yields may vary, current rates are not indicative of future rates, and in some cases rates are subject to frequent adjustments and may be significantly lower than discussed herein. Cash dividends are not guaranteed. In some cases, dividends have not been paid and may not be paid in the future. Ownership of securities referred to in herein does not confer ownership in the underlying assets, including bitcoin.
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
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