Lyn Alden
Founder of Lyn Alden Investment Strategy. Blended finance and engineering background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH.
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The PCE price index came out today and showed re-acceleration on a month-over-month and year-over-year basis. https://t.co/eA0CS1KStI
Over 5-year and 10-year rolling periods, money supply growth and aggregate price growth tend to be rather correlated. https://t.co/VnZBoh2Jiz
Bitcoin mining revenue grows more slowly than market cap and transfer volume, as the block subsidy winds down and trends towards transaction fees only. This is what people get wro...
I critique DeFi as a general trend, but it's out of honest analysis, not bad faith. Some DeFi proponents respond with insults, defensiveness, and tribalism, while others engage mo...
The Fed is going to tighten monetary policy until something breaks. Something like Treasury market liquidity or credit market liquidity. While ISM PMI is declining. Being defensiv...
This is known as financial repression. When debt is very high, then even when inflation runs hot, central banks are extremely slow to raise rates. The real value of the debt ge...
The modern financial system is based on the premise of constant (and relatively smooth) growth indefinitely, including persistent credit growth. War and commodity shortages threa...
"ESG investing" in its current form is similar to people who take selfies of themselves in fancy locations to show they were there, while barely experiencing it for real. Mostly t...
Stablecoins will become increasingly regulated, only allowed to hold nominally risk-free assets, if they want to connect to regulated, legal institutions. This includes cash and T...