165 - Death of the Dollar?! with Lyn Alden
Lyn Alden is one of crypto’s favorite macro commentators and also a frequent returning guest to the Bankless program.
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Inside the episode
When Lyn comes on Bankless, you know it’s because Macro is confusing, and we need help navigating these chaotic waters.
Inflation! Bank run! Insolvency! Recession! Everyone’s yelling things! But what’s going to happen? Lyn has the answers.
TIMESTAMPS
0:00 Intro
5:09 Summary of Last Few Weeks
6:19 Speed Bump or Phase Change?
7:55 Nobody Knows What Happens Next
10:10 The Balaji to Ben Spectrum
18:14 Fed Balance Sheet Timeline
24:08 Run on the Fed?
31:05 U.S. Treasuries Value
41:31 Impact of the Economy Post-Sucking
47:31 Innovation Damper
49:18 Rethinking the Dollar’s Role in the World
52:52 Bull Case for Non-U.S. Dollar Supremacy
57:38 More Division in the Economy?
1:01:38 Loss of the Dollar?
1:08:00 Reserve Currency Predictions
1:12:47 Bitcoin Liquidity Profile
1:15:46 What Do We Do Lyn?
1:18:14 Is Crypto the Ultimate Tail Risk?
1:20:19 Closing & Disclaimers
Resources
Lyn Alden Twitter
https://twitter.com/LynAldenContact
Lyn Alden
https://www.lynalden.com/
Links to our recent macro series
https://youtu.be/pP_HHE0kFhA
https://youtu.be/E8lxrsF29u0
https://youtu.be/-DzY_pCFGbI
https://youtube.com/live/eregdZPLYjg
Ryan Sean Adams
Crypto investor going bankless.
