165 - Death of the Dollar?! with Lyn Alden

<p>Lyn Alden is one of crypto’s favorite macro commentators and also a frequent returning guest to the Bankless program. When Lyn comes on Bankless, you know it’s because Macro is confusing, and we need help navigating these chaotic waters. </p> <p>Inflation! Bank run! Insolvency! Recession! Everyone’s yelling things! But what’s going to happen? Lyn has the answers. </p> <p>------<br /> ✨ DEBRIEF | Unpacking the episode: <br /> <a href= "https://www.bankless.com/debrief-lyn-alden">https://www.bankless.com/debrief-lyn-alden</a> <br />  <br /> ------<br /> In today’s episode, Lyn covers whether or not the Fed Balance sheet is expanding to infinity, what’s even on the Fed Balance sheet, how the Fed actually works, why a regional bank crisis might domino to the Dollar losing world reserve currency status, and how that same bank crisis might impact the 2024 US Election. </p> <p>This is a Lyn Alden episode you don’t want to miss.  </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 5:09 Summary of Last Few Weeks<br /> 6:19 Speed Bump or Phase Change? <br /> 7:55 Nobody Knows What Happens Next<br /> 10:10 The Balaji to Ben Spectrum <br /> 18:14 Fed Balance Sheet Timeline<br /> 24:08 Run on the Fed? <br /> 31:05 U.S. Treasuries Value<br /> 41:31 Impact of the Economy Post-Sucking <br /> 47:31 Innovation Damper<br /> 49:18 Rethinking the Dollar’s Role in the World<br /> 52:52 Bull Case for Non-U.S. Dollar Supremacy <br /> 57:38 More Division in the Economy? <br /> 1:01:38 Loss of the Dollar? <br /> 1:08:00 Reserve Currency Predictions<br /> 1:12:47 Bitcoin Liquidity Profile <br /> 1:15:46 What Do We Do Lyn? <br /> 1:18:14 Is Crypto the Ultimate Tail Risk? <br /> 1:20:19 Closing & Disclaimers  </p> <p>------<br /> Resources:</p> <p>Lyn Alden Twitter<br /> <a href= "https://twitter.com/LynAldenContact">https://twitter.com/LynAldenContact</a> </p> <p>Lyn Alden <br /> <a href= "https://www.lynalden.com/">https://www.lynalden.com/</a> </p> <p>Links to our recent macro series <br /> <a href= "https://youtu.be/pP_HHE0kF