Lyn Alden is a macro strategist and one of the most respected independent voices in global markets. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Lyn explains why deflationary forces may outweigh inflation risks, how AI-driven productivity is reshaping the economy, and why traditional macro signals are breaking down. We also explore energy’s role in controlling inflation, the divergence between gold and bitcoin, and what it all means for long-term investors.

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• 0:00 - Intro
• 0:23 - Inflation vs deflation: what macro regime are we in?
• 2:28 – Money printing, productivity, & hidden deflation
• 5:17 – Gold vs Bitcoin: why gold is outperforming
• 7:59 – Why retail hasn’t bought bitcoin this cycle
• 12:05 – Bitcoin vs stablecoins and capital flows
• 14:34 – AI, jobs, & deflationary pressure
• 17:12 – Will deflation force more money printing?
• 19:08 – High growth without inflation: is it possible?