The macro analyst and Ego Death Capital partner told the Coin Stories podcast that Bitcoin sentiment is the weakest she has ever seen — but that the asset's next leg higher will have to be earned, not printed.
- Macro analyst Lyn Alden states that Bitcoin sentiment is at its weakest ever, with its next upward movement needing to be earned rather than driven by liquidity injections.
- Capital has rotated towards AI-related investments, draining liquidity from Bitcoin and gold, and Alden believes a cooling in the AI trade could be a catalyst for Bitcoin's recovery.
- Alden discusses the complexities of digital credit, the role of institutional investors, and expresses skepticism about the current crypto market outside of Bitcoin, stablecoins, and tokenized RWAs.
Topics: Institutional adoption, Scalability, Blockchain usage, Asset manager initiatives, Institutional capital inflows, Ethereum evm l 1 s
Tags: #lynalden #bitcoin #ai #sentiment #strategymstr #digitalcredit #hardmoney #capitalrotation #speculation #fiatdebasement
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