Breaking bitcoin models to the upside with Lyn Alden

In this episode, we sit down with Lyn Alden for an in-depth discussion on her recent presentation at Princeton, evaluating the thresholds at which the academic community might recognize bitcoin's legitimacy in terms of its market valuation or size. We explore if the ETFs have the potential to amplify a potential bull run, and we get her thoughts on self-custody vs ETFs. Last, we explore her opinion on various bitcoin price models and what may mark the top of this coming cycle.
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TIMESTAMPS:
00:00:00 Intro
00:01:20 Explaining bitcoin at Princeton
00:07:58 What size bitcoin will academics take bitcoin seriously?
00:12:03 Surprises in your book, Broken Money?
00:15:15 First month of bitcoin ETF results
00:19:31 ETFs amplifying the bull run?
00:21:40 Muted 2021 high?
00:22:59 Could the ETFs capture bitcoin?
00:30:00 Self-custody vs ETF?
00:37:54 How big of an impact will the halving have?
00:40:03 Halving vs macro liquidity cycle?
00:42:50 S2F model, power law model, and price models
00:44:40 Where is the next cycle top?
00:47:05 Will “crypto” gambling ever die?
00:49:36 Buying bitcoin vs bitcoin startups
00:52:37 What’s a good bitcoin startup?
00:55:04 How could bitcoin fail?
00:57:40 Closing thoughts, Broken Money, and Ego Death
WHERE TO FOLLOW US:
→ Unchained Twitter: / unchainedcom
→ Unchained Linkedin: / unchainedcom
→ Unchained Newsletter: unchained.com/newsletter
→ Lyn Alden’s Twitter: / lynaldencontact
→ Joe Burnett’s Twitter: / iiicapital
→ Buy Lyn’s book: www.amazon.com/Broken-Money-F...

[@unchainedbtc]

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[@Manikese]

I so love that Unchained got Lyn Alden on an interview. Great interview. Bravo.

[@quietlike]

Isn’t the name just a ripoff unchained podcast?

[@JoeBurnett27]

Lyn is amazing. One of the best in the space.

[@toasty-toast]

He’s amazing at simulating being a woman

[@philgeiger3609]

Incredible interview. Lyn is such a great mind in bitcoin.

[@1HUNDREDTRILLY]

“The ETFs are just and API for the legacy financial system” so true..

[@davidlayton7863]

Lyn is the BEST

[@petepizzaface]

Great interview my friend! Thanks for improving our lives as always Lyn ❤

[@paulkieffer1189]

Thanks so much!!!! Lynn is the best!!!

[@CorrinaBettencourt]

Really appreciate the analysis!

[@bitcoinguerilla]

Incredibly top notch, as Lyn always is.

[@terra4366]

This was great and I love how you paused and gave extra explanations. Thanks! She is so interesting to listen to.

[@martinamersfoort5340]

Always great to hear Lynn's point of view. Always very balanced and offering interesting perspectives.

[@jamiebower5585]

They way you lace in your ads is actually amazing. Very seamless and doesn’t take away from the convo. Refreshing.

[@7hx89]

Timing can be better though.

[@KristaB253]

Lyn is a treasure. I always learn so much from her. Great interview.

[@toasty-toast]

From him

[@user-rn3ly5ef6j]

Lyn is truly a gift. Terrific interview.

[@googlesmostwantedfrog147]

He certainly is

[@tonykatya3034]

Great video, thanks! I've seen a few Lyn Alden vids and this is one that I actually understood :) Thanks to your carefully worded questions and cool explanations of key points. Thanks again - Liked and subscribed.

[@kieranmoriarty8366]

First time finding this channel , liked the added cut away with added info

[@matthewreed1430]

I’m really just following lyn around to all these podcasts I’ve never heard of. Great interview; really liked relating to the bit where she says” people get in the 3rd time they see bitcoin survive.”

[@nickacca]

Lyn is the badass indie rockstar of finance! I would want her autograph if I saw her!

[@drdanielhowell]

I’m a professor and my university doesn’t get it. And, oh yeah, I’m a BIOLOGY professor.

[@M.Ajani55]

I have been mining for about 6 months now and just about every mine, it backfires and slaps me in my face. Nearly impossible for me to catch more than a few points I try to do top down analysis but it doesn't work for me . I say to myself, clearly I'm in the 90% that lose money, so I open a demo account, do my analysis, then take the opposite of what I would normally take and get the same result. I'm starting to feel hopeless, any advice for a struggling trader?

[@kourtneywyldeofficial]

Indeed, the recent market downturn serves as evidence that a vast majority of individuals lacked a sufficient understanding of the underlying financial dynamics at play.

[@asadchong]

Don't listen to her, don't give up. Mining takes time(months, even years) to master, even the pros learn everday. Never the less, if you lose money no matter which side you take, maybe you need to look at how you are managing active trades rather than how you are entering them. My advice, find a mentor . And also, try incorporating the use of oscillators, Bollinger and pivot points into your strategy. And most importantly move to higher TFs(4h or 1D preferably), you'll thank me later.

[@M.Ajani55]

You're correct, I don't lose money every single trade, but my main problem is trying to let my runners run. Very rarely do I catch big moves . Instead they go a few pips in my direction, then go against me if when I try holding them. Also my entries could use a lot of improvement. A mentor would be amazing, but getting one is easier said than done. If it's not too much to ask, do you know any legit ones?

[@asadchong]

I've been in touch with a financial advisor ever since I got into the market. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over overboard and been making about $1500 bi-weekly, What I'm trying to say is the 5% of traders in the world that are consistently profitable are very reserved, they are just random/lowkey people no one even expects. My account manager chooses entry and exit orders

[@zayn.Malik01]

Mind if I ask you to recommend this particular professional you use their service? i have quite a lot of marketing problems??

[@Xaoc2sqaure]

I would remove 80% of the 'ads' in these videos. Lyn's story is strong enough. It doesn't need it

[@JeremyHelm]

30:32 multisig like Voldemort

[@TSOTruth]

Brilliant lady. Excellent interview, extremely informative.

[@l.rhymes606]

So brilliant. My IQ goes up when I listen to her

[@toasty-toast]

Him

[@seanwieland9763]

52:48 “I like utility more than speculation.” Hear, hear!

[@jamesmorton7881]

Thank you Lyn. ❤❤. End Fiat money now. (End inflation)

[@randy74989]

FFOG, FBTC, HERD, FBTX, and AVGE for the win.

[@johnaretos7147]

He’s a bright guy.

[@kaplada22]

This dude is great

[@Lee-in7ng]

This alt cycle gets even sillier. It will be gaming. Everyone will be building trash games demanding 10m valuation

[@meyroakabigrem1679]

Poor old Peter Schiff. So close yet so far. BTC will slowly but surely start to surge as funds start accumulating over time. And it will pass gold in market cap. I have looking forward to the price squeeze and it’s starting. *Bitcoin for money. Filecoin (FIL) for decentralised data. Both vital for humanity

[@1dantown]

Dude bro.

[@hajaminola]

Charlie Shreem if you are reading this - I LOVE YOU! You got me into Bitcoin in 2011. I used my student loans to buy $5800 worth of BTC back then! Left the US for good in 2014!!! BITCOIN IS THE WAY OF LIFE. Travelling the world to bring communities into the BITCOIN ECOSYSTEM - Decentralized the SYSTEM! Hold for life! Why are you selling?

[@69pepe420]

PEPE

[@cleanwave4336]

block chained , terrible - I need to quantitative ease the supply with electro magnetic pulse - as I eat Kellogg's for supper from a golden bowl

[@user-uh2uc6jd2i]

I call BS, furthermore BTC will flip to BSV.

[@razadaza9651]

I think his voice is breaking

[@Walter-wf8kd]

Yeah, but she doesn’t have a mustache like your mom..

[@razadaza9651]

@@Walter-wf8kd True true, not yet anyway

[@toasty-toast]

His 🍒 will never decend

[@toasty-toast]

@@Walter-wf8kdyou mean he doesn’t have a mustache.

[@dbongo1]

Can't take anyone seriously if they don't even know if they are a man or woman

[@Walter-wf8kd]

💩for🧠 troll

[@toasty-toast]

Exactly

[@mikerinaldi7170]

I believe your ignorance has no boundaries. Sad, broken, most likely unaware.

[@googlesmostwantedfrog147]

He knows, he's just trying to fool you Or get you to consent to the lie