Shocks, AI, and the Next Bitcoin Awakening
The February 26, 2026 episode of THE Bitcoin Podcast features Lyn Alden assessing why the latest Bitcoin cycle underperformed bullish expectations despite robust institutional access and Lightning growth.
Lyn Alden
Bitcoin’s Disappointing Cycle and the Path to Renewed Demand
The February 17, 2026 episode of Coin Stories features Lyn Alden arguing that Bitcoin’s latest cycle underperformed because topline demand remained weak despite supportive liquidity signals.
Gold’s Momentum Reset, Fiscal Dominance, and Bitcoin’s Demand Test
The February 03, 2026 episode of the David Lin Podcast features Lyn Alden explaining why a sharp selloff in gold, silver, and Bitcoin reflects a momentum unwind rather than a reversal of long-run debasement dynamics.
Fiscal Dominance, Debasement, and Bitcoin’s Governance Test
The December 22, 2025 episode of The Bitcoin Edge with Paula features Lyn Alden arguing that heavily indebted states can avoid nominal default while delivering a real default through persistent currency debasement.
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.
Dollar Dominance, Trade Deficits, and Neutral Reserves
The May 16, 2025 episode of What Bitcoin Did features Lyn Alden analyzing how dollar reserve status sustains structural trade deficits and periodic funding stress.
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.