Bitcoin Has A 120-Day Fed Countdown - Trump Just Signed The Order | Mike Alfred

The Wolf Of All Streets31mMay 20, 2026

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AI-Generated Summary

Trump’s newly signed executive order mandating a 120-day review of crypto firms’ access to Federal Reserve payment rails marks a seismic shift in regulatory alignment, potentially paving the way for stablecoin giants like Tether and Coinbase to gain direct Fed access—something Caitlin Long fought for years. This move isn’t just symbolic; it signals the U.S. government’s growing recognition of crypto as a core financial infrastructure, not a fringe asset. Mike Alfred argues that this is the final catalyst in a long-term integration process, where Bitcoin mining companies have already evolved into AI data center developers, with Iron, Cypher, and TerraWolf leading the charge. The real story isn’t mining—it’s infrastructure. Meanwhile, Alfred’s own massive $8.3 million stake in Bakkt and his bullish stance on Strive’s daily dividend-paying preferred stock (SATA) reveal a deeper bet on the convergence of crypto, finance, and institutional adoption. He believes that even in a stagnant Bitcoin market, the relentless daily payouts from SATA create a self-reinforcing flywheel of de-risking and investor confidence—making it the most compelling income product in history. The irony? The most powerful players aren’t the loudest—they’re the ones quietly building the rails while others debate the price.

Key Takeaways
1

Trump’s 120-day Fed access order could grant crypto firms like Tether and Coinbase direct access to federal payment rails, finalizing a decades-long regulatory shift.

2

Bitcoin miners like Iron and Cypher are no longer just miners—they’re AI data center developers with massive infrastructure upside.

3

Strive’s SATA preferred stock pays dividends daily, creating a track record of returns that could rival dividend aristocrats in just months.

4

Mike Alfred bought 625,000 shares of Bakkt at $8.30 avg. price, signaling confidence in the stablecoin payments space.

5

Daily dividend stocks like SATA de-risk investments through return of capital, effectively lowering cost basis with every payout.

…and 3 more takeaways available in PodZeus

Chapters
0:00
2 min

Trump’s Fed Access Order: The Final Regulatory Catalyst

Trump just signed an executive order demanding that the crypto industry and fintechs get access to the Fed. And I have to clear my throat. Will this be the final catalyst that finally gets the market moving or just another story that's forgotten in a matter of days?

Highlight
2:00
3 min

Bakkt’s Turnaround: A Strategic Buy at $8–$10

Mike Alfred reveals his $8.3 million investment in Bakkt, citing a cleaned-up balance sheet, elimination of money-losing businesses, and in-house stablecoin payments via DTR acquisition.

5:00
5 min

From Miners to AI Infrastructure: The New Reality

The fact that they mined Bitcoin or even still mine some de minimis amount of Bitcoin going forward is sort of not really the story. The market is entirely focused on what they're building and where they're going to execute next.

Highlight
10:00
5 min

The Anti-Fragility of Bitcoin: Hash Rate Stability Amid Pivot

Despite a 50% drop in Bitcoin mining profitability, hashrate remains flat—proof of the network’s resilience as smaller players fill gaps left by larger AI-focused miners.

15:00
5 min

Stablecoins as National Infrastructure: Tether’s Political Access

You could see he's the only guy in the room that was allowed that audience. And it speaks to the influence that Tether and other stablecoin manufacturers have with the government right now.

Highlight
High-Impact Quotes
You could see he's the only guy in the room that was allowed that audience. And it speaks to the influence that Tether and other stablecoin manufacturers have with the government right now.
Mike Alfred15:04
Viral: 90.0
The fact that they mined Bitcoin or even still mine some de minimis amount of Bitcoin going forward is sort of not really the story. The market is entirely focused on what they're building and where they're going to execute next.
Mike Alfred7:13
Viral: 88.0
process of de -risking and getting that track record of payment is going to happen at an accelerated pace. It's sort of like think about how Bitcoin trades 24 -7,
Mike Alfred25:07
Viral: 87.0
Speakers

Host

Scott

Guest

Mike Alfred
Topics Discussed
fed access for crypto firms95%strive sata preferred stock93%daily dividend stocks92%stablecoin infrastructure90%crypto regulatory integration90%bitcoin mining evolution88%tether influence in washington87%ai data center development85%
People & Brands

Mike Alfred

person

45xPositive

Bakkt

organization

18xPositive

Iron

organization

15xPositive

Strive

organization

14xPositive

Trump

person

12xNeutral

Tether

organization

12xNeutral

SATA

other

11xPositive

Fed

organization

10xNeutral

Bo Hines

person

5xNeutral

Caitlin Long

person

4xPositive

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