CoinDesk Podcast Network - THE MINING POD: Mike Alfred on IREN, Fintwit, and the Digital Infrastructure Thesis

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!


Native America Calling - Tuesday, September 16, 2025 – Tribal advocates sound the alarm over radioactive exposure

The advocacy group, Tewa Women United, is warning nearby Pueblo citizens and other local residents about Los Alamos National Laboratory (LANL) in New Mexico releasing gas containing the weak radioactive substance, tritium. The group says, despite assurances by lab experts and regulators that the substance is safe in relatively small doses, it is a dangerous substance and could pose a threat to pregnant women and others. Tritium is a naturally occuring substance, but is also produced in quantities during nuclear power generation and is a key component in nuclear weapons. LANL says it is forced to release the radioactive gas because the containers they’ve been in for decades pose a risk. We’ll discuss what tritium does and whatever threat, if any, it poses.

GUESTS

Marissa Naranjo (Santa Clara Pueblo), deputy director of Sovereign Energy and a board member for Honor Our Pueblo Existence (HOPE)

Pat Moss, deputy manager of National Nuclear Security Administration’s Los Alamos field office

Arjun Makhijani, Ph.D. in nuclear fusion from the University of California at Berkeley and the president of the Institute of Energy and Environmental Research

Martha Izenson, a tribal attorney for the Confederated Tribes of the Umatilla Indian Reservation

 

Break 1 Music: Current (song) Chuck Copenace (artist) Oshki Manitou (album)

Break 2 Music: Capoeirablues (song) XOCÔ (artist) XOCÔ (album)

CBS News Roundup - 09/16/2025 | World News Roundup

Israel expands Gaza City offensive. New evidence on Charlie Kirk shooting suspect. Federal agents headed to Memphis. CBS News Correspondent Steve Kathan has those stories and more on the World News Roundup podcast for Tuesday, September 16th, 2025.

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Marketplace All-in-One - Is there such a thing as too much transparency?

On Monday, President Trump said public companies should no longer report quarterly earnings. Instead, he suggested corporations report just twice a year. Trump isn't the first to suggest a pared-down reporting schedule, but the idea raises questions about the balance between corporate transparency and long-term growth. Also on the show, the South Korean government has launched an investigation into potential human rights violations during a U.S. immigration raid at a Hyundai plant in Georgia, where 300 South Korean workers were detained and deported. So what does this episode tell us about the U.S. immigration system? Stuart Anderson, executive director of the National Foundation of American Policy, joins us to discuss.

You're Wrong About - Samantha Smith vs. the Cold War with Maris Kreizman

Who really ended the Cold War, Ronald Reagan or a ten-year-old girl? Eighties correspondent Maris Kreizman joins us for a heartfelt conversation about America’s Youngest Ambassador, Samantha Smith, a child who wrote a letter to Soviet General Secretary Yuri Andropov in hopes of cooling nuclear tensions. Then, Andropov wrote back. Maris and Sarah discuss the burden we place on the youth to “change the world” while simultaneously scolding them for their naivety. Digressions include the millennial urge to cut up plastic soda can rings, Christina Applegate’s SNL infomercial, and an important lesson from the Golden Girls.

More Maris Kreizman:

Buy the book, I Want to Burn This Place Down

Subscribe to the newsletter, The Maris Review

Maris on Bluesky


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Bonus Episodes on Patreon
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YWA on Instagram

Sarah's other show, You Are Good

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Marketplace All-in-One - Argentina pivots from cuts to a public sector spending spree

From the BBC World Service: Argentina’s president Javier Milei announced a change of course, with plans to increase spending on pensions, health and education. There's a drive in some African countries — including Nigeria, Kenya and South Africa — to create more AI products in different languages, to open up the new tech to more people across the continent. And automaker Jaguar Land Rover confirmed its factories in the UK will stay shut for another week following a cyber hack.

WSJ What’s News - Fed Kicks Off Most Important Meeting of the Year

A.M. Edition for Sept. 16. The Federal Reserve is meeting amid unprecedented pressure from President Trump to cut interest rates more than expected. The WSJ’s Matt Grossman explains how the Fed is facing an almost impossible balancing act, amid a weakening jobs market and rising inflation. Plus, the U.S. strikes another boat in its push against drug trafficking, killing 3 people. And, Israel launches a long-anticipated ground offensive into Gaza City. Caitlin McCabe hosts.


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Code Story: Insights from Startup Tech Leaders - S11 E17: Jens Neuse, Wundergraph

Jens Neuse grew up in Germany, originally planning to be a carpenter. In his 2nd year as an apprentice, he was in a motorcycle wreck that thrust him into a process of surgery and healing. Eventually, he decided he wouldn't be doing carpentry, and got into sysadmin work. Once he got bored with this, he moved into startups, learned how to code, and starting digging into programming, API's and eventually - GraphQL federation. Outside of tech, he is married with 3 young kids. He loves to sit ski on the mountain - which is the coolest carbon fiber chair on a ski, where you steer with your knees and hips.

After chasing building a better Apollo, Jens and his team ran into a point where their prior product and company was doomed to go under. When they accepted this fact, they started to think about what people actually wanted - and started to dig into the federation of GraphQL.

This is the creation story of Wundergraph.

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