Coin Stories Lyn Alden: Nothing Stops This Fiscal Train, Bitcoin Price Analysis, Bullish for 2025
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Aug 19, 2024 
Lyn Alden, a renowned macroeconomist and investment strategist at Ego Death Capital, shares her insights on the financial landscape. She discusses her bullish outlook for Bitcoin in 2025 and explores the implications of U.S. political dynamics on crypto assets. Lyn explains how macroeconomic factors and global liquidity affect Bitcoin prices and speculates on the potential for the U.S. to bolster its finances by purchasing Bitcoin. She also delves into exciting advancements in AI image tools that could transform digital creativity.
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Market Fragility And Information Amplification
- The market meltdown exposed how emotional and short-term focused participants are.
- Information and alarmism amplified claims (like a $20T carry trade) beyond evidence.
Small Rate Cuts Have Limited Reach
- Mild Fed rate cuts likely have limited economic impact because many borrowers locked low fixed rates.
- Fiscal deficits matter more than small Fed moves for structural inflation and growth dynamics.
T-Bills Turn Fiscal Into A Brake-And-Gas Mix
- The Treasury's short-term T-bill issuance functions like issuing cash-equivalents and soaks up money-market demand.
- This short-duration funding plus large deficits creates a fiscal-dominant dynamic countering Fed tightening.