Lyn Alden and Alyse Killeen talk about all the emerging businesses and ideas currently happening in the Bitcoin Lightning Network and where they see the space moving in the coming 12 to 24 months.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:12 - What are most important things that Lyn and Alyse are tracking going into 2023?
03:59 - What is the current state of the Bitcoin Lightning Network?
15:36 - How do they see stable coins versus CBDCs progressing in the coming year?
15:36 - Thoughts on Taro and whether it's a distraction to Bitcoin.
38:52 - Lyn's thoughts on inflation in places like Egypt and Argentina.
43:55 - Lyn's thoughts on the dollar and Global M2.
01:05:51 - What's one of the most exciting things happening in the VC space?
01:05:51 - How do Lyn and Alyse think about intrinsic value in the VC space?
01:19:30 - Lyn's thoughts on the changes to how CPI is calculated.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Lyn's Macro Research Site.
- Lyn's Twitter.
- Alyse's Twitter.
- Alyse's Fund Stillmark Capital.
- Lyn's Fund Ego Death Capital.
- Related Episode: Listen to TIP491: Macro and the Energy Market w/ Lyn Alden, or watch the video.
- Related Episode: Listen to BTC042: Supply Chain Impacts & Bitcoin Discussion w/ Lyn Alden, or watch the video.
- Related Episode: Listen to BTC031: Investment in Bitcoin Tech w/ Alyse Killeen, or watch the video.
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