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Lyn Alden - Investment Strategy
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lynalden.com /archives/
Lyn Alden - Investment Strategy
Active Web Watch
When investing in bitcoin as an asset, or companies that build on top of the Bitcoin network as part of an asset mix, we need some set of metrics with which to evaluate the progress of the investment thesis, and by extension, the health of the Bitcoin network. It’s more than just a price on […]
The post Assessing the Health of Bitcoin appeared first on Lyn Alden.
I spent this past weekend playing around and experimenting with some of the latest versions of generative art programs. I’ve always enjoyed creating character designs and story outlines since I was a kid, but never had the talent for visual art. So it was fun to explore what these programs are currently capable of. I […]
The post “The Four Monies” Visual appeared first on Lyn Alden.
This article draws from chapter 8 of my new book, Broken Money. From papyrus-based bills of exchange to double-entry booking and paper banknotes, the main purpose of banking was to enable transactions to move more quickly and frequently than the transportation and verification of physical gold would allow. Banking also allowed for the usage of […]
The post The Speed of Transactions vs the Speed of Settlements appeared first on Lyn Alden.
I’m excited to announce that my new book, Broken Money, is now available. For now it can be purchased in hardcover and paperback format on Amazon here, and there are e-book and audiobook versions on the way. Eventually it will expand to other distribution partners as well. The topic is about the past, present, and […]
The post Now Available: Broken Money appeared first on Lyn Alden.
Published August 2023 For the past three decades (and in some ways stretching back up to five decades), the U.S. has been in a relative industrial decline. More specifically, the share of the U.S. economy that has been involved with manufacturing and related physical industry has declined, and the share of total global manufacturing held […]
The post The Hidden Costs of Reshoring appeared first on Lyn Alden.
Published: June 2023 In prior articles and newsletters, I’ve explored the causes of price inflation over time. In short, the rate of price inflation in an economy comes from a combination of 1) money supply growth and 2) significant changes in productivity and/or resource abundance. -Periods of fast bank lending or large monetized fiscal deficits […]
The post Do High Interest Rates Fix High Inflation? appeared first on Lyn Alden.
Published: April 2023 Recent decades have been characterized primarily by closed systems, both financially and online. The financial system as we know it has been a rather closed system for ages, consisting of various silos. Banks and brokerages operate permissioned ledgers. Opening accounts with institutions is a permissioned activity. Sending assets between institutions is a […]
The post Open Monetary and Information Networks appeared first on Lyn Alden.
Published February 2023 The U.S. Federal Reserve is now operating at a financial loss, and is months away from having negative tangible equity for the first time in modern history. This article explores how we got here and to what extent any of this matters for savers and investors. Commercial Bank Assets and Liabilities A […]
The post How the Fed “Went Broke” appeared first on Lyn Alden.