Lyn Alden

www.lynalden.com

78 Followers

community-curated profile

Founder of Lyn Alden Investment Strategy. Fundamental investing with a global macro overlay. Finance/Engineering blended background.

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Tweet Jan 17, 2022

"ESG investing" in its current form is similar to people who take selfies of themselves in fancy locations to show they were there, while barely experiencing it for real. Mostly theater, little substance.

by Lyn Alden

Recommended by 3 people

3 mentions

Tweet Mar 25, 2022

The modern financial system is based on the premise of constant (and relatively smooth) growth indefinitely, including persistent credit growth. War and commodity shortages threaten the whole model. 🧵

by Lyn Alden

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Tweet Mar 30, 2023

Lost in the conversation around recent currency/energy news, is the question of whether the current system of dollar hegemony is even good for the US. The conversations just assume that is is, and discuss the risks of losing it.

by Lyn Alden

Recommended by 1 person

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Tweet Dec 14, 2022

This bill would make writing open-source code for wallets, or running open-source nodes, something that only money services businesses can do. It probably 1) won't pass and 2) probably won't withstand a 1st Amendment challenge if it does pass. twitt

by Lyn Alden

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Tweet Nov 24, 2022

twitter.com/LynAldenContact/status/1595860169036279808/photo/1

by Lyn Alden

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Tweet Nov 17, 2022

Signal = Self-custodial bitcoin. A peer-to-peer self-custodial payments and savings network. Noise = Most cryptos, trading, leveraging, etc. There is interesting tech exploration happening, but once "VC tokenomics" are involved, avoid it. Good segm

by Lyn Alden

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1 mention

Tweet Oct 25, 2022

When I was a kid, I used to get bullied at bus stops and schooling grounds. Rough neighborhood. Trailer park. Unlike many wimpy parents, my father said, "if someone hits you, hit them back harder so they never do it again." He sent me to martial a

by Lyn Alden

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Tweet Oct 12, 2022

The IMF will get mad, currencies will break, growth fund investors will write their letters, crypto people will complain, but it doesn't matter. The Fed is going to tighten until they break the Treasury market or something adjacent to it, or get hig

by Lyn Alden

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Tweet Aug 2, 2022

Technical professionals giving up productive work to go into finance is not surprising when we financialize the economy as much as we have, with national household net worth at 6x of GDP. twitter.com/LynAldenContact/status/1554286167159341056/photo/1

by Lyn Alden

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Tweet Mar 22, 2022

Every yield curve "situation" has a series of people explaining why the yield curve doesn't matter this time, or arguing over which specific yield curve to care about. See thread and charts below.

by Lyn Alden

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Tweet Dec 28, 2021

In other words, if stablecoins are backed in part by Treasuries, and the stablecoin market cap continues to grow, this is a new source of demand for US government debt. Cash and Treasuries of various durations get mixed together in a basket, blurrin

by Lyn Alden

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Tweet Dec 28, 2021

Stablecoins will become increasingly regulated, only allowed to hold nominally risk-free assets, if they want to connect to regulated, legal institutions. This includes cash and Treasuries. As such, stablecoins are a way to monetize Treasuries.

by Lyn Alden

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Lyn Alden

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