Lyn Alden

Investment strategist

Investment strategist who discusses macroeconomics and cryptocurrency markets.

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I debated macro veteran Andy Constant on the topic of bitcoin treasury companies, exploring their risks and opportunities. And at the 68-minute mark, we switch to discussing the macro implications and financial plumbing details of stablecoins as a second topic.

Mentioned on : 08/11/2025

@Christopher_01 @mikealfred @SantiagoAuFund @UrbanKaoboy @TheMichaelEvery @JoeCarlasare Bitcoin is great for the United States. It’s not so great for the politician class in the long run. And yet in the short run, ironically there’s plenty of money for pro-Bitcoin politicians and little for anti-Bitcoin ones. Useful game theory.

Mentioned on : 08/03/2025

@carlabitcoin It’s so over. But really, it was about the memes we made along the way.

Mentioned on : 08/01/2025

Saylor has made this comparison in the past: people lever Manhattan real estate and repeatedly refinance it for a century. That's what they're intending to do with BTC. The difference is (and the part that understandably gives some people anxiety) is that rather than service that debt from cashflows, they intend to service that debt basically from appreciation of the asset (since a rising asset price lowers the debt/asset ratio and makes it justifiable to issue more credit). Now, if the thesis is that bitcoin is a finite money that's going through an adoption phase with above-average returns during that process, and if they keep their leverage conservative, then that unconventional strategy can work (and has worked for 5 years thus far). If we're talking like 20% of leverage relative to assets, then yes I think that's a reasonable thesis. If bitcoin becomes larger and less volatile and the cost of leverage decreases, then ratcheting that a bit higher is also justifiable. If the leverage is too high such that the company is unable to withstand cyclicality or has unreasonably high growth expectations for bitcoin, I'd become concerned.

Mentioned on : 08/01/2025

@Doge4Faithful Nah, it’ll come out of reverse repos.

Mentioned on : 07/08/2025

@VladTheInflator I want bitcoin.

Mentioned on : 07/17/2025

Cryptocurrency Market

#	Exchange	Tweet Post Mentions	Price	Change(%)	Day Low	Day High	Market Cap	Volume	Last 7 Days
01	BTC Bitcoin	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	48.00 B
02	LTC Litecoin	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	481.58 M
03	BCH Bitcoin Cash	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	359.84 M
04	USDC USDC	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	11.50 B
05	MSTR MSTR2100	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	436.75 K
06	DOGE Dogecoin	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	1.23 B