
The Bitcoin Treasuries Podcast with Tim Kotzman
Lyn Alden Q&A w/ the Bitcoin X Community!
Lyn Alden, Founder & Principal of Lyn Alden Investment Strategy, joins the show to take questions from the Bitcoin X Community on topics such as the US Sovereign Wealth Fund, Bitcoin Power Laws, and where Bitcoin can go during this cycle.
- this episode is sponsored by Onramp - $150 in Bitcoin to get your account started.
https://onrampbitcoin.com/
- This episode is sponsored by Stamp Seed. Use the code "Tim15" at check out for 15% off site wide
https://www.stampseed.com/
Disclaimer: NOT FINANCIAL ADVICE - For entertainment purposes only.
Tim Kotzman on X: https://x.com/TimKotzman
Lyn Alden on X: https://x.com/LynAldenContact
0:00 - Intro
0:10 - What impact could tariffs have on the US Dollar Index as well as Canada and Greenland?
3:06 - How will quantitative tightening coming to an end impact markets?
5:57 - What kind of events could lead to a ‘reset moment’?
10:21 - Is the US National Debt not as large as it looks?
11:03 - Will SAB 122 or US Sovereign Wealth Fund have a bigger impact going forward?
13:24 - What could the US Sovereign Wealth Fund look like?
15:26 - Could Bitbonds lower the 10-Year Treasury rate?
17:07 - Will President Trump negotiate a Plaza Accord 2.0 and revalue Gold?
19:33 - Is a merger of Tether and Strategy a strategically sound idea?
23:18 - Lyn’s thoughts on the Bitcoin Power Laws
25:30 - Is now the perfect time to swap Gold for Bitcoin?
27:47 - What is Lyn most grateful for?
29:55 - What could be Bitcoin’s price range this cycle?
34:05 - Lyn’s thoughts on BlackRock upping its Strategy holding to 5%
35:40 - Difference between monetary debasement and inflation
39:15 - Why doesn’t Ray Dalio get Bitcoin?
42:18 - How does Bitcoin fit into a traditional investment portfolio over the next decade?
45:55 - Does Lyn see any trends in corporate Bitcoin adoption?
49:50 - What advice would Lyn give to someone just starting out in Bitcoin?
52:43 - Where to find Lyn online
#podcast #bitcoin #microstrategy #investing #mstr #btc