Episode Details
| Title | On the Margin: The Fed’s Tools Aren’t Made For Fiscal Dominance | Lyn Alden |
|---|---|
| Date | 1/23/2025 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin has significant long-term growth potential as a global reserve asset, potentially reaching a market capitalization comparable to gold.
- “In order for it to be like this, you know, massive reserve holding among countries, I mean, at least has to get, you know, half as big or as big as gold. So, basically, I have to add another zero to the to market capitalization, and then it actually starts kinda being really relevant as, you know, potential alternative as, like, a large scale reserve asset.” - Lyn (49:32)
- 🟢 $GLD - 🔒
- 🟢 $EM - 🔒
- 🟢 $ENERGY - 🔒
Bearish:
- 🔻 $DXY - 🔒
- 🔻 $TLT - 🔒