Why Bitcoin Now: Meltem Demirors and Lyn Alden on the Perfect Conditions for Bitcoin - Ep.197
Unchained3 Nov 2020

Why Bitcoin Now: Meltem Demirors and Lyn Alden on the Perfect Conditions for Bitcoin - Ep.197

In this seventh installment of the Why Bitcoin Now series, Meltem Demirors, the chief strategy officer at Coinshares, and Lyn Alden, the founder of Lyn Alden Investment Strategy, discuss the state of Bitcoin since June, amidst the presidential election – which takes place on the date of publication of the show -- and a global pandemic. Topics discussed include: the significance of bitcoin staying above $10k for over three months why the pandemic has created the conditions for which Bitcoin was designed how the markets may react to a Trump or Biden win why they believe, no matter which party wins, there will be massive deficits and a money-printing debt spiral why other countries see opportunities to erode the supremacy of the US dollar why Bitcoin has shown that it’s possible to have money without state how the current record unemployment and massive stimulus efforts during the pandemic have impacted Bitcoin the increasing interest in Bitcoin from traditional investors the IMF’s recent call for a “New Bretton Woods moment” and how it may impact crypto China’s DCEP central bank digital currency and the effects it may have on increasing China’s trade leverage why the pandemic has made clear the importance of bringing more Bitcoin mining onshore whether or not Bitcoin will be able to remedy growing wealth inequality why privacy/encryption will be the main issue Bitcoiners need to watch from the coming administration Thank you to our sponsors! Crypto.com: https://www.crypto.com Episode links: Lyn Alden: https://twitter.com/LynAldenContact Lyn Alden Investment Strategy: lynalden.com Meltem Demirors: https://twitter.com/Melt_Dem Coinshares: https://www.coinshares.com/ Lyn’s post on how the economy and stock market perform under Democratic vs. Republican presidents: https://www.lynalden.com/presidential-elections/ US stimulus spending: https://datalab.usaspending.gov/federal-covid-funding/#section-tracking IMF New Bretton Woods speech: https://www.imf.org/en/News/Articles/2020/10/15/sp101520-a-new-bretton-woods-moment Stocks in a bubble: https://www.longtermtrends.net/sp500-price-earnings-shiller-pe-ratio/ Meltem on the financialization of internet infrastructure: https://medium.com/coinshares/the-financialization-of-compute-connectivity-66beaffe7501 BitOoda report on Bitcoin mining: https://bitooda.medium.com/bitcoin-mining-hashrate-and-power-analysis-bitooda-research-ebc25f5650bf Bloomberg wealth report: https://www.bloomberg.com/news/articles/2020-10-08/top-50-richest-people-in-the-us-are-worth-as-much-as-poorest-165-million Cash app’s Bitcoin sales: https://www.theblockcrypto.com/linked/74001/square-q2-bitcoin-cash-app JPMorgan research note on Bitcoin: https://fortune.com/2020/10/26/jp-morgan-chase-bitcoin-predictions-analyst-jpm-cryptocurrency/ https://twitter.com/DTAPCAP/status/1319703750450302980?s=20 Forbes interview with Daniel Masters of Coinshares: https://www.forbes.com/sites/michaeldelcastillo/2020/10/24/jp-morgan-veteran-daniel-masters-explains-how-blockchain-will-end-commercial-banks/#77ec4f6a6bdd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(1083)

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

Jansen Teng announces  Virtuals’ new humanoid robotics accelerator. Is this the next frontier for the AI agent meta? Thank you to our sponsors! ⁠⁠⁠⁠Figure⁠⁠⁠⁠ ⁠⁠⁠⁠Crypto Tax Girl⁠⁠⁠⁠ V...

23 Feb 1h 4min

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Matt Corallo says “the community that exists at the time” will make decisions on how Bitcoin deals with the threat of quantum computing. Thank you to our sponsors! ⁠Figure⁠ ⁠Crypto Tax Gir...

22 Feb 1h 18min

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

LayerZero’s Bryan Pellegrino joins to unpack Base's decision to leave the OP Stack, Zora's migration to Solana and more. Thank you to our sponsors! ⁠Fuse: The Energy Network – Shift your energy...

20 Feb 1h 23min

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov unpacks Aave Labs’ “Aave Will Win” proposal, explaining why the company wants the DAO to have power over its finances. Thank you to our sponsors! Adaptive Security Aave Labs h...

20 Feb 57min

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twi...

19 Feb 55min

DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

The crew tackles everything from the CFTC's controversial stance on prediction markets to the real-world impacts of rising crypto crime. Thank you to our sponsors!  Figure is giving away $25,0...

19 Feb 53min

Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value. Thank you to our sponsors: Adaptive Security Fuse: The E...

18 Feb 1h 7min

Uneasy Money: Are Institutions Creating a New Crypto Meta?

Uneasy Money: Are Institutions Creating a New Crypto Meta?

The crew unpacks BlackRock buying UNI, ARK, Citadel, DTCC, the Intercontinental Exchange and other TradFi players backing Zero, , Vitalik's thoughts on AI, and more.  Thank you to our sponsors! ...

16 Feb 1h 13min

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
aftenpodden-usa
forklart
i-retten
stopp-verden
det-store-bildet
fotballpodden-2
lydartikler-fra-aftenposten
popradet
rss-gukild-johaug
dine-penger-pengeradet
rss-ness
nokon-ma-ga
aftenbla-bla
hanna-de-heldige
rss-dannet-uten-piano
frokostshowet-pa-p5
rss-utenrikskomiteen-med-bogen-og-grasvik
unitedno