Lyn Alden, Founder of Lyn Alden Investment Strategy, and Mauricio di Bartolomeo, Co-founder of Ledn, discuss how inflation could affect the digital asset industry.
Show highlights:
- how Mauricio’s upbringing in Venezuela and firsthand experience with inflation led him to Bitcoin
- what a “long-term debt cycle” is and why Lyn thinks the 2020s could be similar to the 1930s and 1940s
- the difference between inflation and hyperinflation
- how inflation changes consumer investing and purchasing decisions
- what the impact of inflation is on Bitcoin
- how Russia’s war on Ukraine will continue to impact inflation
- how rising interest rates will affect Bitcoin and stablecoin adoption
- what type of economic environment is worst for BTC growth
- whether Bitcoin is an inflation hedge
- why Lyn is long-term bullish on stablecoins and Bitcoin
- what effect a global recession would have on Bitcoin
- how global inflation has changed adoption rates for BTC in developing economies
- how Venezuelans use and perceive Bitcoin
- why Lyn and Mauricio are excited about Lightning Network in developing countries
- what Lyn and Mauricio think about El Salvador’s adoption of BTC and its billion dollar BTC bond
- how Ledn, as a lending company, was able to navigate the Celsius/Voyager crash
- how Lyn analyzes the risks associated with firms like BlockFi
- what lessons Lyn and Mauricio have learned in 2022 about digital assets and the economy
Thank you to our sponsors!
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Episode Links
Lyn Alden
- Twitter: https://twitter.com/LynAldenContact
- Website: https://www.lynalden.com/
- Previous Unchained episodes:
- Is Ethereum a Good Investment: https://unchainedpodcast.com/lyn-alden-and-raoul-pal-is-ethereum-a-good-investment/
- Why Bitcoin Now: https://unchainedpodcast.com/why-bitcoin-now-meltem-demirors-and-lyn-alden-on-the-perfect-conditions-for-bitcoin/
Mauricio di Bartolomeo
- Twitter: https://twitter.com/cryptonomista
- LinkedIn: https://www.linkedin.com/in/mauricio-di-bartolomeo-780284101
Recommended Lyn Reading on Inflation
- https://www.lynalden.com/ecb-trapped/
- https://www.lynalden.com/investing-during-stagflation/
- https://www.lynalden.com/may-2022-newsletter/
- https://www.lynalden.com/the-area-under-the-curve/
- https://www.lynalden.com/blockfi/
Ledn Information
- https://ledn.io/
- https://www.coindesk.com/business/2022/07/01/blockfi-approached-with-ledn-led-funding-offer-amid-ftx-acquisition-talks-report/
El Salvador
- https://www.nytimes.com/2022/07/02/opinion/bitcoin-el-salvador-bukele-crypto.html?searchResultPosition=1
- https://unchainedpodcast.com/bitcoin-in-el-salvador-why-would-cypherpunks-support-government-mandated-bitcoin-adoption-ep-375/
Inflation
- https://twitter.com/nic__carter/status/1538909209022058498
- https://www.reuters.com/business/imf-cuts-global-growth-forecasts-warns-high-inflation-threatens-recession-2022-07-26/
- https://www.youtube.com/watch?v=hGCxEMgnMco&list=PL9flMWibV82fmwt5vd0YROikG2msYYphX
REad the Episode Transcript here