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Coin Stories with Natalie Brunell
Lyn Alden on her Macro and Bitcoin 2024 Forecast: Could the Consensus Be Wrong?
Jan 11, 2024
57:50
Snipd AI
Investment strategist Lyn Alden discusses her 2024 macro outlook for equities, bonds, gold, and Bitcoin. They explore the impact of global economic deceleration and the consensus about a Bitcoin bull run. The discussion also includes the influence of spot Bitcoin ETFs, the Bitcoin halving, and the necessity for privacy tools on Bitcoin.
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Quick takeaways
- The timing of Bitcoin's major price moves is influenced more by liquidity than the halving event, highlighting the importance of institutional liquidity in reducing volatility and making Bitcoin more attractive for non-custodial use.
- Caution should be exercised in setting expectations for a significant Bitcoin bull run with the introduction of Bitcoin ETFs, as factors such as liquidity conditions in 2024 and fluctuations in the energy market could impact the timing and strength of the bull run.
Deep dives
Bitcoin's liquidity affects its market timing
The timing of major price moves in Bitcoin is more influenced by liquidity rather than the halving event, causing variability in bull runs. Institutional liquidity, such as Bitcoin ETFs, can help reduce volatility and make it more attractive for non-custodial use. However, the concentration of custody in large pools poses risks in terms of capture and confiscation. The ongoing battle in the Bitcoin community is to protect the right to self-custody and the importance of privacy in maintaining Bitcoin's freedom properties.
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Discover
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