Lyn Alden

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

Published: March 2022 Money is a surprisingly complex subject. People spend their lives seeking money, and in some ways it seems so straightforward, and yet what humanity has defined as money has changed significantly over the centuries. How could something so simple and so univer...
www.lynalden.com
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"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.
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The anonymous founder of Bitcoin, Satoshi Nakamoto, solved the hard problems associated with digital scarcity with a white paper in 2008, and launched Bitcoin in 2009.
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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.

🧵
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Originally published: November 2021 I’ve been asked a number of times for an update for my views on Ethereum since my January 2021 article on the topic, which received over a quarter million reads. In that prior article, I described Ethereum, explained areas where I was bullish, b...
www.lynalden.com
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A primer on how and why to invest in Bitcoin, from a macroeconomic and protocol-specific point of view, in plain English.
www.lynalden.com
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SHOW NOTES: https://www.whatbitcoindid.com/podcast/eurodollar-the-money-printer Lyn Alden is a macroeconomist and investment strategist. In this interview, we discuss the fundamentals of the current global economy: the Eurodollar system, central banks, money printing, debt, inflation and deflation.
www.youtube.com 65 min
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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/litcapital/status/1554274915532132353
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June 12, 2022 Several of the major central banks are stuck in a trap of their own making. This includes the US Federal Reserve, the Bank of Japan, the European Central Bank, and others. The credit-based global financial system we have constructed and participated in over the past...
www.lynalden.com
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SHOW NOTES: https://www.whatbitcoindid.com/podcast/why-bitcoin-is-the-best-money Lyn Alden is a macroeconomist and investment strategist. In this interview, we discuss currency crises, the history of money, the properties of good money, and whether Bitcoin can usher in a new era of programmable, co
www.youtube.com 61 min
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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.
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This newsletter issue takes a look at global macro implications that are arising from the Russian invasion of Ukraine and the associated response of global sanctions.
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Published: February 2022 This article examines the concept of sovereign government debt from an investment perspective and a social perspective. What happens when it gets too high? And how high is too high? For decades now, there have been many over-simplistic views on government...
www.lynalden.com
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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.
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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, blurring the line between them.
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In the future, the network can operate on fees that are substantial in absolute terms but low in percentage-of-value terms.
www.swanbitcoin.com
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On today’s show, Preston Pysh talks with Lyn Alden and Jeff Booth about the status of the Bitcoin bull market. They talk about the Elon Musk FUD, and numerous other hot topics. IN THIS EPISODE, YOU’LL LEARN: 0:00 - Intro 03:49 - How the corporate boards view the Bitcoin volatility 08:02 - What Elon
www.youtube.com 72 min
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Over the past decade, the bitcoin network has been the most secure public blockchain. This is because it has by far the highest market capitalization and hash rate in the asset class, along with customized hardware required to mine it, meaning that the cost for a potential attacke...
www.lynalden.com
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