Who Mike Alfred Is Backing Next

Mike Alfred Just Confirmed for Bitcoin Treasuries Conference 2026 — The Wall Street Event of the Year for Digital Assets

Mike Alfred doesn't just talk about Bitcoin plays. He files 13Fs.

His fund, Alpine Fox, reported $200 million in holdings as of June 30 — up from $150 million the prior quarter. His largest position? Cipher Mining, at $80 million in combined shares and calls. Add positions in IREN, IBIT, and a growing stake in Matt Cole’s Strive (NASDAQ: ASST), and Alfred's book reads like a conviction-weighted map of where institutional capital is actually flowing inside bitcoin.

If you can’t get into his over-subscribed investing club, the best place to see the most in-demand name in independent capital allocation is at the Bitcoin Treasuries Conference in New York this September.

There, Alfred will discuss the kind of investment record most commentators in this space don't have to back up their calls. Alfred picked miners chasing hyperscaler AI/HPC contracts before that thesis went mainstream, and he's holding select Bitcoin investment vehicles alongside them.

The big question: Who is Alfred backing next?

He just might say alongside Adam Back, Grant Cardone, Eric Weiss, Raphael Zagury, Robbie Mitchnick, and Dan Held on September 28.

Less than 200 seats remain. Pricing goes up as we confirm more names.

→ Claim Your Early Adopter Rate Before It's Gone

For the full speaker list and program details, visit bitcointreasuries.net/conference.

Onward,
The Bitcoin Treasuries

Team Registration and partnership inquiries are open. For sponsorship and ticketing details, email [email protected].