Swan Signal Live - A Bitcoin Show Bitcoin Crash or Bull Run Setup? with Lyn Alden
22 snips
Nov 7, 2025 
Lyn Alden, a renowned macro investor and author, joins to unpack Bitcoin's current dynamics. She discusses the significance of macro conditions over halvings in influencing prices and compares today's economic landscape to that of 2021. With a mild recession risk on the horizon, Lyn offers insight into Bitcoin’s behavior as a large-cap asset and addresses the implications of institutional rebalancing. Additionally, she critiques France's proposed wealth tax, asserting Bitcoin's role as productive monetary savings, urging listeners to stay educated on these vital topics.
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Lyn's Sci‑Fi Novel Includes Bitcoin
- Lyn Alden reveals her new project is a sci-fi novel that includes Bitcoin.
- Brady praised the book as riveting and movie-worthy.
Halving's Influence Has Waned
- Halvings matter far less now; macro liquidity and holder behavior dominate price.
- New supply is a tiny part of market moves compared with rebalancing and distribution.
Bitcoin Acts Like A Large-Cap Asset
- Bitcoin now behaves more like a large-cap asset with institutional holders.
- Institutional rebalancing mutes extreme booms and busts compared with early cycles.
