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What Bitcoin Did

Bitcoin, Gold & the Coming Liquidity Pivot | Lyn Alden

By Danny Knowles

Aired Nov 18, 2025 · 1h 19m · Last boosted Nov 26, 2025

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Show Notes

Lyn Alden is a macroeconomist, investor, and the author of Broken Money, known for her deep analysis of liquidity cycles, fiscal dominance, and long-term market structure. In this episode, Lyn breaks down the major macro shift happening right now, the end of quantitative tightening, the turning point in global liquidity, and what this means for Bitcoin, gold, interest rates, and risk assets. She explains why QT is effectively finished, how repo market stress is signalling a balance-sheet pivot, why fiscal dominance is driving inflation, and why Bitcoin’s stagnation has more to do with liquidity and capital ro...

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2.4k
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3
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3

Nostr Community

Everyone who has boosted Bitcoin, Gold & the Coming Liquidity Pivot | Lyn Alden on Nostr, ranked by sats sent, all time.

  1. joeydd 2k sats
  2. npub1m0gm4…7lad 250 sats
  3. Wartime 133 sats
Other Episodes This Community Boosts Other shows' episodes boosted by people who boosted this episode
Nostr Boosts:4.1k
wartimeMar 18, 2026
133
🎯 help you bring ideas into reality That's one thing I've struggled with, I've got lots of good ideas but I need assistance and assistants 🤭 to help me move forward to completion
wartimeMar 18, 2026
133
What I would like to see more Nostr apps doing is hiding the fact that they are Nostr apps. Just obscure it away so normal people think it's a normal app, and not a power app. And let the features and usability make them a fan without them realizing it
wartimeMar 18, 2026
133
Custom scripts for everybody! 🥳🥳
wartimeMar 18, 2026
133
Ya there's definitely nothing wrong with waiting. 6 to 12 months from now it will be much more capable, and in order of magnitude easier to set up
wartimeMar 18, 2026
133
I've been setting up mine to automatically log conversations. I've been feeding it all of my notes and business ideas. Everything gets automatically cataloged into obsidian. That obsidian vault is included in the QMD database for vector memory search. My agents have excellent short and long-term memory with minimal token usage. To set it up right, you really need to spend quite a while setting it up - or buy the files from somewhere. I've been setting up going on 3 weeks. It has already made me more productive. Soon my calendar will be synchronized. Client leads with automatically be filtered and surfaced front and center to me. The more you use something like this, the more you will start to understand how you can compound little abilities on top of each other. One cron job can trigger a cascade of events and work. I have used simplistic bots for many years. I used to have one that would pay my child support for me. That ran with no issues for about 5 years before they updated the site and broke my bot. I used to use another one for automatically populating descriptions and titles for an online store. At that time, I was replacing an employee with a simple bot. These things have been providing real value for people, for longer than people assume. Again it all comes down to how you use it and what you're doing with it. 6 to 12 months from now the landscape will be much different. Right now it's very hard to set up correctly and easy to burn money if you don't know what you're doing. But soon a lot of these things will be ironed out and much more normal people will be able to get higher value from it. On top of that, every time the models get better or cheaper, that means you can also upgrade your system to be smarter or cheaper.
wartimeMar 18, 2026
133
I don't know who's spending $1,000 but you doing it wrong. I spent $15 in the past 3 weeks with more usage than I've ever had. It all depends on the model. But If they are also using it to do scraping and analyzing, it's not exactly simple work. And if you compare that to a human being doing the same work - that $1,000 is probably much cheaper than a human spending the time manually scraping and analyzing. I think I saw a graph recently saying that Claude opus outputs - in one prompt - between 5 and 15 hours of human work. Obviously that's not on every prompt, but that's pretty substantial even if it's expensive at a 30 cent API call, then maybe it's an extremely good deal. It's all very relative to what you're using it for and what your accomplishing in the end. Some of us have been playing with AI models for years already so we already know how to prompt better and we get better results. You've got to keep playing with different models - talk to them in different ways - and be explicit, try to remove ambiguity. And if you're having problems writing prompts - ask one AI to write a prompt for you to give to the other.. and that will often increase your chance of a one shot successful prompt
wartimeMar 18, 2026
3.3k
🍻
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Oct 22, 2025
Nostr Boosts:5.1k
joeyddOct 27, 2025
5k
wartimeOct 24, 2025
133
Video would be a nice option but not necessary in my opinion
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Nostr Boosts:20k
joeyddAug 4, 2026
10k
Spicy Episode! Love it. Lots to chew on.
joeyddAug 4, 2026
10k
Spicy Epiaode. Love it. Lots to chew on.
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Nostr Boosts:6.7k
wartimeMar 3, 2026
3.3k
Banger 🧨🧨 Pure signal
wartimeMar 3, 2026
3.3k
🫡🍻
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Nostr Boosts:4k
joeyddJan 5, 2026
2k
PS I don’t mind George taking about his giant watermelon b@ll$, but if I hear about eternal ritches and big t!tt¥ b!t€h£s one more time…..
joeyddJan 5, 2026
2k
Great Converation ladies. I’m a 55 YO female in the space - didn’t know this was the “smallest” demographic. Interesting to learn. Also - I absolutely loved “Old Man Yells”. I learned so much from Bob and ate every episode up. I was honestly a little disappointed to see “Bitcoin Boomers” because it signaled to me that OMY was to be no more. Every episode was so well thought out and so valuable. I have started following and listening to BB as well. It isn’t quite the same as it seems a bit rambly. But I love Bob - and Larry too. Sorry don’t know Gary that well. I like hearing of the plans for BB though. Sounds like there will be more focussed discussions in the future!
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Nostr Boosts:3.7k
wartimeApr 17, 2025
3.3k
Need part 2, great conversation 🧨
wartimeApr 17, 2025
333
There are still good women out there... Just snagged one... Alas I did not get a girlfriend this cycle... Moved her straight to wifey
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Nov 20, 2024
Nostr Boosts:3.7k
wartimeNov 21, 2024
3.3k
Congrats! 🎉🔥🧡
wartimeNov 21, 2024
333
Cool to hear you're expanding on Wavlake and Nostr 🔥
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Nostr Boosts:3.6k
wartimeFeb 17, 2026
1.8k
Love this series, keep up the great work!🚀🧨
wartimeFeb 16, 2026
1.8k
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Oct 13, 2025
Nostr Boosts:3.5k
wartimeOct 15, 2025
3.3k
More! ❤️‍🔥🧨🧨
wartimeOct 15, 2025
133
The North Sea nexus. Fuck the Brits, butt hurt bastards
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Aug 9, 2025
Nostr Boosts:2.4k
wartimeAug 12, 2025
133
I will make a correction - bitchat was mentioned. I overheard somebody asking somebody else if they want to try it. It sounded like a group of two or three people were going to try it at Lake Satoshi
wartimeAug 12, 2025
2.1k
Rev.Hodl da man, we need more people like him 🧨🧨🧨
wartimeAug 12, 2025
133
Karl is the real Rev 😏
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Apr 30, 2025
Nostr Boosts:M01k
npub1m0gm4qa…May 4, 2025
350
wartimeMay 1, 2025
333
Real rich listening to NVK complain about using the state when he's the fagot who attacks people in the community with bullshit trademark infringements. That's why I bought a BTClock yesterday. Everybody should buy a BTClock. Fuck NVK in his slobbery stuttering mouth
wartimeMay 1, 2025
333
Pro trip, when using NFC to broadcast your transactions, open up Tor browser first, then broadcast and it will use Tor browser to broadcast your transaction over Tor
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Dec 11, 2024
Nostr Boosts:2.5k
wartimeDec 15, 2024
2.1k
🎄🧡🔥🍻🌟
wartimeDec 11, 2024
333
I thought that sounded like AI. Not bad though!
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Oct 3, 2024
Nostr Boosts:2k
wartimeOct 7, 2024
1.7k
🎉🎉🎉
wartimeOct 5, 2024
333
I heard Steve mention John on Security Now too. I had to lol
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Nostr Boosts:M01.4k
npub1m0gm4qa…May 8, 2025
350
npub1m0gm4qa…May 8, 2025
1k
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Untitled episode
Nostr Stats:1 booster2 boosts
Nostr Boosts:1.3k
Nostr Boosts:1.3k
wartimeSep 3, 2024
333
🍻
wartimeSep 3, 2024
1k
Wow it's not every day you hear Back Orifice brought up 🔥🔥☠️🐄🔥🔥
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May 12, 2025
Nostr Boosts:999
wartimeMay 13, 2025
333
Ok I didn't realize the front end of OwnTracks will work in conjunction. That is pretty cool 🧨
wartimeMay 13, 2025
333
Dawarich is brand new and for iOS only? Solid pass. Use OwnTracks for self-hosted location tracking.
wartimeMay 12, 2025
333
🍻
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Nostr Boosts:999
wartimeMay 12, 2025
333
You self-censor yourself on the word ass? That's extremely gay
wartimeMay 12, 2025
333
Leave your routers alone. People need those proxies. 😉
wartimeMay 12, 2025
333
EU can suck a dick and they will HFSP
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Nostr Boosts:999
wartimeApr 16, 2025
333
Sorry for my hieroglyphics 😆 It's my way of being lazy, and saying "hello" 🧨 Isn't firecracker... Dye-no-mite https://c.tenor.com/9MLz1UBPxq0AAAAd/tenor.gif
wartimeApr 15, 2025
333
Phoenix was always still usable in the USA, using the APK, no VPN needed It was only removed from the Google app store in the United states. It was still available in Aurora, Github, Obtainium
wartimeApr 15, 2025
333
🧨🧨
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Nostr Boosts:999
wartimeMar 25, 2025
333
Obsidian is 🔥🔥
wartimeMar 25, 2025
333
Join the people on de-googled phones
wartimeMar 25, 2025
333
YahoooOoooooo
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Jan 8, 2025
Nostr Boosts:999
wartimeJan 8, 2025
333
Ftr btcpayserver has had payjoin for years - anyone with a btcpayserver should turn it on!
wartimeJan 8, 2025
333
I got a bunch of the original Jades for $20/ea New ones look good, old ones sucked
wartimeJan 8, 2025
333
LFG 🔥
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May 9, 2025
Nostr Boosts:M0683
wartimeMay 11, 2025
333
❤️‍🔥🧨🧨
npub1m0gm4qa…May 10, 2025
350
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Nostr Boosts:M0683
npub1m0gm4qa…Apr 27, 2025
350
wartimeApr 25, 2025
333
Fedi fuds on LSPs 😂 rich
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Mar 7, 2025
Nostr Boosts:M0683
wartimeMar 23, 2025
333
Midjourney is garbage compared to SD, imo. MJ is geared towards non technical people. SD or Flux in Comfy is killer, also spend a couple dollars on a template from someone else, use the tools to the max, with little knowledge and effort imo
npub1m0gm4qa…Mar 8, 2025
350
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Feb 25, 2025
Nostr Boosts:M0683
npub1m0gm4qa…Feb 25, 2025
350
wartimeFeb 25, 2025
333
Hashslut ad 🤣🔥
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Nostr Boosts:M0683
wartimeFeb 17, 2025
333
🔥
npub1m0gm4qa…Feb 15, 2025
350
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Sep 25, 2025
Nostr Boosts:M0649
wartimeSep 27, 2025
133
wartimeSep 27, 2025
133
@nevent1qqsfqpr7zgl3ggmtw77can5wydmww269rlwhg06tqkgsvwtsxl0ltcspz4mhxue69uhhyetvv9ujuerpd46hxtnfduhsyg9rshpxnl7s24jpcg65hrr4vnn7zlwf3p8gecqhw7rr34d4kstwrqpsgqqqqqqsssj0u4
wartimeSep 26, 2025
133
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npub1m0gm4qa…Sep 26, 2025
250
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Oct 4, 2025
Nostr Boosts:M0516
npub1m0gm4qa…Oct 6, 2025
250
wartimeOct 5, 2025
133
Bullish on White Noise 🧨🧨
wartimeOct 4, 2025
133
Pumping 🟢
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Sep 19, 2025
Nostr Boosts:M0516
npub1m0gm4qa…Oct 2, 2025
250
wartimeSep 20, 2025
133
Well balanced and level-headed
wartimeSep 20, 2025
133
Dapp dat azz 🍻
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Episode Boosts

Every boost sent to this episode, as published to Nostr, newest first.

  • 133 via Fountain
    Macro trembling 🧨
  • 2,000 via Fountain
    Is it just me - or when you glance at the episode thumbnail - does it look like Danny’s guests all always wear a Santa hat? The white and red stripe style of their name kinda thing.