Bitcoin Has A 120-Day Fed Countdown - Trump Just Signed The Order | Mike Alfred
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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.
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.
Bitcoin miners like Iron and Cypher are no longer just miners—they’re AI data center developers with massive infrastructure upside.
Strive’s SATA preferred stock pays dividends daily, creating a track record of returns that could rival dividend aristocrats in just months.
Mike Alfred bought 625,000 shares of Bakkt at $8.30 avg. price, signaling confidence in the stablecoin payments space.
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
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?”
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.
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.”
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.
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.”
“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.”
“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.”
“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,”
Host
Guest
Mike Alfred
person
Bakkt
organization
Iron
organization
Strive
organization
Trump
person
Tether
organization
SATA
other
Fed
organization
Bo Hines
person
Caitlin Long
person
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