{"podcast":{"title":"Alt Funds Network","slug":"alt-funds-network-6503747","podcast_index_feed_id":6503747,"rss_url":"https://feeds.simplecast.com/pR4BJY_p","website_url":"https://altfunds.io","image_url":"https://image.simplecastcdn.com/images/ffc0f030-35f7-4026-84ea-4e17887f1e37/c34751dc-e482-4321-9718-e7e94c0bb2e9/3000x3000/generic-spotify.jpg?aid=rss_feed","author":"Mike Schroeder & Skyler Steinke","episode_count":154,"summary":"The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.","last_synced_at":"2026-06-13T02:17:32.593836+00:00","page_url":"https://stenobird.com/podcast/alt-funds-network-6503747"},"episode":{"title":"#143 Bitcoin Mining, Trading, and Market Signals with Nate Slemp of BTC Management","slug":"143-bitcoin-mining-trading-and-market-signals-with-nate-slemp-of-btc-management","published_at":"2026-04-24T05:00:00+00:00","page_url":"https://stenobird.com/podcast/alt-funds-network-6503747/143-bitcoin-mining-trading-and-market-signals-with-nate-slemp-of-btc-management","show_page_url":"https://stenobird.com/podcast/alt-funds-network-6503747","url":"https://altfunds.io/episodes/143-bitcoin-mining-trading-and-market-signals-with-nate-slemp-of-btc-management-1L6Uwfl9","audio_url":"https://cdn.simplecast.com/media/audio/transcoded/0464ed47-c2ab-46cf-ad4b-764e80811bff/376b141b-aa11-4686-8a52-449a3ea1a713/episodes/audio/group/ee21de60-78d2-4ddc-81b1-22d7ca36a7f4/group-item/10c76a92-ee9c-40ec-8e0d-632424855fbd/128_default_tc.mp3?aid=rss_feed&feed=pR4BJY_p","summary":"Background: Nate started bitcoin for over a decade. Description: Mike Schroeder and Skyler Steinke interview Nate Slemp, CIO and founder of a Bitcoin long-duration fund, about his path from building custom hardware servers to Bitcoin mining and eventually trading. Nate explains how he built a mining operation using a TVA rebate program, scaling to about six megawatts at under 3 cents/kWh, and why mining is capital-intensive with thin margins.He outlines his fund’s objective to accumulate more Bitcoin over time by taking the opposite side during periods of high volatility and using debt-based leverage with careful timing informed by mining-market signals. Nate shares a high-level Bitcoin thesis focused on Bitcoin as a major paradigm shift, discusses why he is currently very bullish and models $1M Bitcoin around 2032, addresses quantum computing as a misunderstood but solvable threat, and describes mining as a race toward zero that may increasingly monetize waste energy and heat reuse.","meta_description":"Background: Nate started bitcoin for over a decade. Description: Mike Schroeder and Skyler Steinke interview Nate Slemp, CIO and founder of a Bitcoin long…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2971,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/alt-funds-network-6503747/episodes/143-bitcoin-mining-trading-and-market-signals-with-nate-slemp-of-btc-management/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/alt-funds-network-6503747/143-bitcoin-mining-trading-and-market-signals-with-nate-slemp-of-btc-management.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}