Lyn Alden: Bitcoin's Next Bull Run and Macro Outlook 2023

Lyn Alden is a full-time investor and independent financial analyst. She has been performing investment research for over 15 years in various public and private capacities, and founded Lyn Alden Investment Strategy in 2016. Lyn has a Bachelor’s degree in electrical engineering and a Master’s in engineering management. She went from intern to lead engineer at an aviation facility before retiring with financial independence at 33. Her goal is to provide institutional-level research in plain English, so institutional and retail investors can benefit.

🐦 Follow Lyn on Twitter https://twitter.com/LynAldenContact
Subscribe to Lyn's newsletters: https://www.lynalden.com
Lyn Alden's origin story: https://www.youtube.com/watch?v=HL6NaO-Q4TM&t=1376s

🗒️ IN THIS EPISODE:

0:00 Intro, Swan Bitcoin promo
1:39 Bitcoin mini rally, liquidity rally
3:13 Fed cycle
4:53 Correlation to macro factors
6:20 Liquidity in treasury markets; recession?
8:27 Valuations, earnings
9:57 Rate tightening
12:40 CPI calculation 2 years instead of 1
14:55 Why the change in Consumer Price Index?
15:56 Money supply, M1, M2
18:52 Commercial banks, retail investors
20:37 Fed's attempt at soft landing
22:32 iTrustCapital, Bitcoin 2023 promos
24:47 Fed put
26:41 When will it break? Why hasn't it?
29:39 Chicken pivot
31:49 Debt ceiling
33:38 Credit market
35:30 Negative YOY inflation print
37:42 Zoltan Pozsar essay, globalization, currencies
41:03 Commodity encumbering
42:45 China buying energy commodities in Yuan notUSD
45:38 Fold app, CrowdHealth promos
47:29 Neutral reserve asset, mCBDC
50:15 Could BTC be reserve asset in Russia, China?
51:39 Threats to Bitcoin
54:11 What would Lyn ask Jay Powell?
55:45 Holding rates this high for this long; "It's just math."
57:11 QE correlation w/ wealth concentration
1:02:51 Fiscal contribution
1:05:01 Corruption, incompetence
1:06:26 2023 transition year for investors to build a good base

✔️ Coin Stories is powered by @Swan_Bitcoin the best way to build your Bitcoin stack with automated Bitcoin savings plans and instant purchases. Swan serves clients of any size, from $10 to $10M+. Visit https://www.swanbitcoin.com/nataliebrunell for $10 in Bitcoin when you sign up. If you are planning to buy more than $100,000 of Bitcoin over the next year, the Swan Private team can help.

✔️ BITCOIN 2023 by @BitcoinMagazine will be the biggest Bitcoin event in history May 18-20 in Miami Beach. Speakers include Michael Saylor, Lyn Alden and Michelle Phan, plus a Day 3 music festival. Nearly 30,000 people attended Bitcoin 2022. Get an early bird pass at a steep discount at https://b.tc/conference code HODL for 10% off your pass.

✔️ With iTrustCapital you can invest in crypto without worrying about taxes or fees, through an individual retirement account. IRAs are tax-sheltered accounts, which means all your crypto trading is tax-free and can even grow tax-free over time. The best part is it’s totally free to open an account, and there are no hidden fees, monthly subscriptions or membership fees. Your account is FDIC insured up to $250,000. Get a $100 funding bonus if you open and fund an account. Go to https://itrust.capital/nataliebrunell to learn more and open a free account.

✔️ Fold is the best Bitcoin rewards debit card and shopping app in the world! Earn Bitcoin on everything you purchase with Fold's Bitcoin cash back debit card, and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie for 5,000 in free sats!

✔️ Health insurance needs an overhaul. The government and insurance companies have jacked the price, increased complexity, and made insurance almost unusable. You send your money to the health insurance black hole and never see it again. Then, when you get hurt you have to send them more money. The great news is now you have an alternative: CrowdHealth. It’s totally different from insurance. Instead of sending your hard earned money to an insurance company, you hold your money in an account CrowdHealth helps you set up when you join. You can even convert dollars in that account into Bitcoin. When someone in the community has a health need, you help them out directly and if there is Bitcoin or $ left over in your account when you leave, you take it with you. https://www.joincrowdhealth.com/natalie

💡OTHER RESOURCES
- Natalie’s website https://talkingbitcoin.com/

⏤ ⏤ ⏤
💰VALUE FOR VALUE — SUPPORT NATALIE’S SHOWS

Strike ID https://strike.me/coinstoriesnat/
Cash App $CoinStories

⏤ ⏤ ⏤
FOLLOW NATALIE ON SOCIAL MEDIA📱

🐦 Twitter https://twitter.com/natbrunell
💻 Instagram https://www.instagram.com/nataliebrunell
👔 Linkedin https://www.linkedin.com/in/nataliebrunell

⏤ ⏤ ⏤
Producer: Aron Bender https://www.linkedin.com/in/aron-bender/

🛑 DISCLAIMER This show is for entertainment purposes only and does not give financial advice. Before making any decisions consult a professional.

#bitcoin #cryptocurrency #money