Bankless 127 - Is this the End? | Lyn Alden
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Jul 11, 2022 
Lyn Alden, founder of Lyn Alden Investment Strategy and macro markets expert, joins to discuss pressing economic challenges. She explores long-term debt cycles and their implications for various markets, while unpacking historical trends that could repeat today. Lyn shares insights on the fragility of financial systems, the intricate link between inflation and energy, and offers practical strategies for navigating uncertainty. Her clarity provides a beacon for those feeling lost in today’s chaotic economic landscape.
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End of an Era
- The current macro environment signals the end of an era, according to Ray Dalio's long-term debt cycle framework.
- This process of change, including currency devaluation and system shifts, can unfold over a decade.
Bitcoin and Economic Cycles
- Bitcoin bull runs historically coincide with rising Purchasing Managers' Index (PMI) environments.
- These PMI environments are often dictated by liquidity conditions, particularly central bank actions and global dollar liquidity.
Multipolar World
- Due to geopolitical shifts and the weaponization of finance, there's a move towards a multipolar world with decentralized systems.
- No single country is large enough to solely hold the global reserve currency anymore, unlike the past.
