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.
------ TIMESTAMPS
0:00 Intro 2:22 Trump’s Policies 14:11 Dollar Strength 22:40 Plaza Accord 2.0 28:18 Inflation 31:44 Tariffs 36:09 Interest Rates 44:06 Monetary Policy 52:39 Impact on Stocks & Crypto 56:06 Bitcoin as a Reserve Asset 1:03:05 Energy Policy 1:04:32 Closing Thoughts
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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
2:22 Trump’s Policies
14:11 Dollar Strength
22:40 Plaza Accord 2.0
28:18 Inflation
31:44 Tariffs
36:09 Interest Rates
44:06 Monetary Policy
52:39 Impact on Stocks & Crypto
56:06 Bitcoin as a Reserve Asset
1:03:05 Energy Policy
1:04:32 Closing Thoughts
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RESOURCES
Lyn Alden
x.com/LynAldenContact
Lyn Alden Newsletter
www.lynalden.com/
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Not financial or tax advice. See our investment disclosures here:
www.bankless.com/disclosures