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Originally published: July 2025 During the past year or so, the Bitcoin ecosystem has largely been led by the rise of corporate bitcoin treasury strategies. Although Strategy (MSTR) pioneered the trend back in 2020, the follow-on adoption by others was slow. However, after yet another cycle of bear market and bull market activity, as well […]| Lyn Alden
September 8, 2024 This issue examines what’s causing the structurally high fiscal deficits in the U.S. economy, why the probability of meaningfully reducing them anytime soon is vanishingly low, and what investment implications this may have. For an initial visual, the Congressional Budget Office projects structurally high deficits forever unless meaningfully addressed, despite the fact […]| Lyn Alden
My Twitter/X account was compromised from February 26th to March 3rd, but I confirm that I’ve regained control of it now. Thank you to everyone who helped make it happen. Fortunately, I still had access to Nostr during that time (e.g. primal.net/lyn), which is decentralized social media. Eight months ago, at the Oslo Freedom Forum, […] The post Twitter/X Restored appeared first on Lyn Alden.| Lyn Alden
This research piece on the correlation between measures of liquidity and the price of Bitcoin was compiled and written by Sam Callahan, and commissioned and advised by Lyn Alden. Published: September 2024 Executive Summary Bitcoin moves in the direction of global liquidity 83% of the time in any given 12-month period, which is higher than […] The post Bitcoin: A Global Liquidity Barometer appeared first on Lyn Alden.| Lyn Alden
Published: August 2024 In the modern era of corporate finance, the balance sheet of a corporation has trended toward being less important relative to the income statement. Back during Benjamin Graham’s quintessential value investing days, he looked at balance sheet valuation metrics almost as much as he did income-related valuation metrics. But in modern times, […] The post A New Look at Corporate Treasury Strategy appeared first on Lyn Alden.| Lyn Alden
Published: July 2024 It would be powerful if you could bring your digital identity, content, and followers from one social ecosystem, such as Twitter, LinkedIn, Instagram, or Substack, to another. Imagine if you could publish content and send messages in any of those types of ecosystems, with one continuous digital identity rather than separate accounts. […] The post The Power of Nostr: Decentralized Social Media and More appeared first on Lyn Alden.| Lyn Alden
In my book Broken Money, I wrote about the past, present, and future of money through the lens of technology. And importantly, I put a lot of focus on connecting some of those technological or quantitative elements to the human impact that they have had. I have now written, narrated, and produced a 30-minute explainer […]| Lyn Alden
This research piece on fiscal dominance in the United States was compiled and written by Sam Callahan, and commissioned and advised by Lyn Alden. Published: January 2025 Executive Summary • Structural fiscal deficits have surpassed private sector lending and monetary policy as the primary drivers of economic activity and inflation, marking a fundamental shift in […]| Lyn Alden
Historical data shows that the vast, vast majority of investments perform poorly. This is true for bonds, stocks, and real estate as asset classes. Nearly all of it makes for a bad investment for outside passive investors. And what I’ll show in this piece is that this is both normal and unavoidable. And unintuitively, I’ll […]| Lyn Alden
Published January 2024 When investing in bitcoin as an asset, or companies that build on top of the Bitcoin network as part of an asset mix, we need some set of metrics with which to evaluate the progress of the investment thesis, and by extension, the health of the Bitcoin network. It’s more than just […]| Lyn Alden
I spent this past weekend playing around and experimenting with some of the latest versions of generative art programs. I’ve always enjoyed creating character designs and story outlines since I was a kid, but never had the talent for visual art. So it was fun to explore what these programs are currently capable of. I […]| Lyn Alden
Published: July 2022 There’s a ton of focus in financial media about how high energy prices will go, or how low they will fall. However, I think a lesser-understood aspect of this current energy and inflation problem relates to time. It’s not just the high price of energy that matters; it’s also the time that […]| Lyn Alden
Published: May 15, 2022 Throughout history, people have attempted to create something from nothing. On one hand, there are real scientific innovations- new developments that allow us to tap into denser energy sources and increase productivity to improve most peoples’ quality of life. They create something from nothing only in the sense that they make […]| Lyn Alden
Editor’s Note: This topic is now comprehensively covered in my book, Broken Money. Money is a surprisingly complex subject. People spend their lives seeking money, and in some ways it seems so straightforward, and yet what humanity has defined as money has changed significantly over the centuries. How could something so simple and so universal, […]| Lyn Alden
