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The Dollar Is Going Up, Will You Be Able to Manage Your Yields Artificially?
The US dollar peak coincided with a bottoming and domestic liquidity. So the market started to price in slower rate hikes from the Fed, which is so far been somewhat materializing. The Treasury's kind of been partially offsetting some of the QUT that the Fed's been doing,. And so at least temporarily, there's slightly improved domestic liquidity.
Lyn Alden and Alyse Killeen talk about all the emerging businesses and ideas currently happening in the Bitcoin Lightning Network and where they see the space moving in the coming 12 to 24 months.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:12 - What are most important things that Lyn and Alyse are tracking going into 2023?
03:59 - What is the current state of the Bitcoin Lightning Network?
15:36 - How do they see stable coins versus CBDCs progressing in the coming year?
15:36 - Thoughts on Taro and whether it's a distraction to Bitcoin.
38:52 - Lyn's thoughts on inflation in places like Egypt and Argentina.
43:55 - Lyn's thoughts on the dollar and Global M2.
01:05:51 - What's one of the most exciting things happening in the VC space?
01:05:51 - How do Lyn and Alyse think about intrinsic value in the VC space?
01:19:30 - Lyn's thoughts on the changes to how CPI is calculated.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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