Mike Alfred Just Confirmed To Speak At Bitcoin Treasuries Conference 2026

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

His fund, Alpine Fox, reported $200 million in securities as of June 30 — up from $150 million the prior quarter. The largest position: Cipher Mining, at $83.6 million in combined shares and calls. Add positions in IREN ($37 million), IBIT call positions, 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 mining and treasury infrastructure.

That’s right, the most in-demand name in independent capital allocation is only at one conference in New York this year.

This is the kind of paper trail 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 Strive alongside them.

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.

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

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