The Bitcoin Distillery

Sign in Subscribe

Fiscal dominance

The Gradual Print: Fiscal Dominance, Gold Reserves, and Bitcoin’s Next Cycle

The Gradual Print: Fiscal Dominance, Gold Reserves, and Bitcoin’s Next Cycle

The December 05, 2025 episode of Kitco News features Lyn Alden arguing that the United States has entered a fiscally dominated, “emerging-market light” regime where deficits, AI capex, and asset inflation mask underlying economic weakness.

Bitcoin in a Debt and Liquidity Polycrisis

Bitcoin in a Debt and Liquidity Polycrisis

The November 19, 2025 episode of Bitcoin Fundamentals features Luke Gromen in conversation with host Preston Pysh on the mounting strains of U.S. fiscal dominance and global funding markets.

Bitcoin, Gold, and the Liquidity Pivot

Bitcoin, Gold, and the Liquidity Pivot

The November 18, 2025 episode of What Bitcoin Did features Lyn Alden explaining how liquidity conditions, fiscal dominance, and shifting investor composition shape Bitcoin and gold performance.

Fiscal Dominance, Reserve Transitions, and Bitcoin’s Role in a Multipolar Monetary System

Fiscal Dominance, Reserve Transitions, and Bitcoin’s Role in a Multipolar Monetary System

Recorded on October 08, 2025, BTC Sessions hosts Lyn Alden for a macro and Bitcoin masterclass. Alden argues that fiscal dominance is already imposing real losses on savers and that reserve dynamics are shifting toward a plural mix led by gold with Bitcoin as a neutral settlement rail.

Fiscal Dominance, Stablecoins, and Bitcoin’s Strategic Role

Fiscal Dominance, Stablecoins, and Bitcoin’s Strategic Role

The August 15, 2025 episode of Galaxy Brains features Lyn Alden analyzing how fiscal dominance weakens central bank independence and entrenches inflation.

Hyperinflation Risks and U.S. Economic Stability: Insights from John Cochrane

Hyperinflation Risks and U.S. Economic Stability: Insights from John Cochrane

In the August 19, 2024 David Lin Podcast, John Cochrane, a Senior Fellow at Stanford University's Hoover Institution, discussed the potential for hyperinflation in the U.S., emphasizing that the root causes lie in fiscal irresponsibility and excessive monetary expansion.

The Fiscal Dominance Train and Bitcoin's Bullish Outlook for 2025

The Fiscal Dominance Train and Bitcoin's Bullish Outlook for 2025

The August 19, 2024 episode of Coin Stories features Lyn Alden analyzing how U.S. fiscal dominance and Treasury issuance shape markets. Alden expects a more supportive environment as the Federal Reserve transitions from QT to balance-sheet growth.