The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden.
She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond.
Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.
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TIMESTAMPS
0:00 Intro
4:03 Trump’s Policies
15:52 Dollar Strength
24:11 Plaza Accord 2.0
29:59 Inflation
33:25 Tariffs
37:50 Interest Rates
47:32 Monetary Policy
56:06 Impact on Stocks & Crypto
59:33 Bitcoin as a Reserve Asset
1:06:32 Energy Policy
1:07:58 Closing Thoughts
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RESOURCES
Lyn Alden
https://x.com/LynAldenContact
Lyn Alden Newsletter
https://www.lynalden.com/
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