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Bitcoin, Gold & the Coming Liquidity Pivot | Lyn Alden

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Manage episode 520075162 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Lyn Alden is a macroeconomist, investor, and the author of Broken Money, known for her deep analysis of liquidity cycles, fiscal dominance, and long-term market structure.

In this episode, Lyn breaks down the major macro shift happening right now, the end of quantitative tightening, the turning point in global liquidity, and what this means for Bitcoin, gold, interest rates, and risk assets. She explains why QT is effectively finished, how repo market stress is signalling a balance-sheet pivot, why fiscal dominance is driving inflation, and why Bitcoin’s stagnation has more to do with liquidity and capital rotation than the halving cycle.

We discuss the real reason Bitcoin is flat in 2025, how AI has redirected investment flow away from BTC, why OG-holder distribution still shapes every cycle, and why the four-year Bitcoin cycle is dead. Lyn also breaks down gold’s explosive run, the mechanics of fiscal deficits, the “nothing stops this train” thesis, and how the next phase of global liquidity will impact Bitcoin, gold, equities, and the broader macro environment.

THANKS TO OUR SPONSORS:

IREN

RIVER

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

FOLLOW:

Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny

Lyn Alden: https://x.com/LynAldenContact or https://primal.net/lyn

  continue reading

123 episodes

Artwork
iconShare
 
Manage episode 520075162 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Lyn Alden is a macroeconomist, investor, and the author of Broken Money, known for her deep analysis of liquidity cycles, fiscal dominance, and long-term market structure.

In this episode, Lyn breaks down the major macro shift happening right now, the end of quantitative tightening, the turning point in global liquidity, and what this means for Bitcoin, gold, interest rates, and risk assets. She explains why QT is effectively finished, how repo market stress is signalling a balance-sheet pivot, why fiscal dominance is driving inflation, and why Bitcoin’s stagnation has more to do with liquidity and capital rotation than the halving cycle.

We discuss the real reason Bitcoin is flat in 2025, how AI has redirected investment flow away from BTC, why OG-holder distribution still shapes every cycle, and why the four-year Bitcoin cycle is dead. Lyn also breaks down gold’s explosive run, the mechanics of fiscal deficits, the “nothing stops this train” thesis, and how the next phase of global liquidity will impact Bitcoin, gold, equities, and the broader macro environment.

THANKS TO OUR SPONSORS:

IREN

RIVER

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

FOLLOW:

Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny

Lyn Alden: https://x.com/LynAldenContact or https://primal.net/lyn

  continue reading

123 episodes

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