Lyn Alden

July 15, 2026 The rest of the team at Ego Death Capital and I have partnered with Adrian Steckel and Ruben Zweiban to launch ORANGE JUICE. It's a company that acquires, improves, and permanently holds cash-flowing businesses, backed by a bitcoin treasury.

June 4, 2026 Most modern investing frameworks were built in a period of expanding globalization, broad institutional trust, disinflationary growth, and U.S.-led geopolitical order. However, for years now we have been moving into a more fragmented environm

My new sci fi thriller, The Stolguard Incident, is now available! It can be purchased in print, ebook, or audio versions on Amazon here. You can also find the print version on Barnes & Noble here, or you may be able to ask your local bookstore to order it

Banks work in ways that are unintuitive for a lot of people. And yet, understanding the banking system as a whole is really helpful for investing, because having a grasp of how the banking system is functioning helps you determine whether you should expec

February 8, 2026 This newsletter issue discusses the implications of the Fed's shift from long-term balance sheet reduction to its new trend of (expected) long-term balance sheet expansion. It also touches on Japan's atypical bond situation and the volati

December 2025 For many years now, I've been bullish on bitcoin, and continue to be, but have not extended that view toward any other cryptocurrency. That decision continues to hold up well. Since I first recommended it in April 2020, it has gone from $6,9

August 24, 2025 This newsletter issue analyzes the shifting nature of fiscal and monetary policy in the United States. Fiscal policy is tightening somewhat, and monetary policy is likely to loosen, and that combination has economic and investment implicat

Originally published: July 2025 During the past year or so, the Bitcoin ecosystem has largely been led by the rise of corporate bitcoin treasury strategies. Although Strategy (MSTR) pioneered the trend back in 2020, the follow-on adoption by others was sl

May 4, 2025 This newsletter issue breaks down the recent trade breakdown (sorry for the pun) and explores some of the nuances of why realigning the global balance of trade is both popular and extremely difficult to do. It also answers some common question

March 27, 2025 This newsletter issue focuses on the topic of artificial intelligence, and provides a framework for separating datacenter AI from portable AI (i.e. robots) from an investment perspective. AI: Setting the Stage Artificial intelligence is inc