AI-GPU arbitrage
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CoinDesk· 2025-09-16 21:00
RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: Mike Alfred on IREN, Fintwit, and the Digital Infrastructure Thesis,’ in partnership with @blockspacepod!Today on The Mining Pod, @mikealfred, founder of Alpine Fox LP and a non‑executive director at IREN, joins 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‑d ...