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📣 Osmosis | Your Gateway into the Cosmos Ecosystem
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

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📣 Osmosis | Your Gateway into the Cosmos Ecosystem
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⚖️ ARBITRUM | SCALING ETHEREUM
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🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
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📣 Osmosis | Your Gateway into the Cosmos Ecosystem
www.osmosis.zone/bankless

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⚖️ ARBITRUM | SCALING ETHEREUM
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
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📣 Osmosis | Your Gateway into the Cosmos Ecosystem
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🚀 JOIN BANKLESS PREMIUM:
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🦄UNISWAP | ON-CHAIN MARKETPLACE
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
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📣 Osmosis | Your Gateway into the Cosmos Ecosystem
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🦄UNISWAP | ON-CHAIN MARKETPLACE
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?

——
✨ BECOME A BANKLESS CITIZEN ✨
https://www.bankless.com?utm_source=YouTube&utm_medium=ChannelLinks&utm_campaign=Website!

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🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
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——
Topics Covered

0:00 Intro
6:00 Itay Returns
8:00 Reflecting on 2022
12:04 Equi Portfolio
15:35 Threading the Needle
19:10 Destroying Wealth
26:45 Accelerating Chaos
29:10 Inflation and Monetary Supply
38:30 The Fed is Bleeding
43:30 Small Cap Stocks
46:00 Will the Fed Pivot?
55:14 Economic Recession
1:01:14 Recession Indicators
1:02:59 Hopium
1:06:24 The US Banking System
1:09:44 How to Analyze the Economy

——
Resources:

Itay Vinik
https://twitter.com/VinikItay?s=20

Equi
https://www.equi.com/

Links to our recent macro series

—–
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

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📣 Osmosis | Your Gateway into the Cosmos Ecosystem
www.osmosis.zone/bankless

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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
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—–
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

——
📣 Osmosis | Your Gateway into the Cosmos Ecosystem
www.osmosis.zone/bankless

——
🚀 JOIN BANKLESS PREMIUM:
https://newsletter.banklesshq.com/subscribe

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | ON-CHAIN MARKETPLACE
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
https://bankless.cc/earnifi

—–
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

——
📣 Osmosis | Your Gateway into the Cosmos Ecosystem
www.osmosis.zone/bankless

——
🚀 JOIN BANKLESS PREMIUM:
https://newsletter.banklesshq.com/subscribe

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | ON-CHAIN MARKETPLACE
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
https://bankless.cc/earnifi

—–
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

——
📣 Osmosis | Your Gateway into the Cosmos Ecosystem
www.osmosis.zone/bankless

——
🚀 JOIN BANKLESS PREMIUM:
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦄UNISWAP | ON-CHAIN MARKETPLACE
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
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—–
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

——
📣 Osmosis | Your Gateway into the Cosmos Ecosystem
www.osmosis.zone/bankless

——
🚀 JOIN BANKLESS PREMIUM:
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🦄UNISWAP | ON-CHAIN MARKETPLACE
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⚖️ ARBITRUM | SCALING ETHEREUM
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🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS
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—–
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures

Inflation! Bank run! Insolvency! Recession! Everyone’s yelling things! But what’s going to happen? Lyn has the answers.

——
✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-lyn-alden

——
In today’s episode, Lyn covers whether or not the Fed Balance sheet is expanding to infinity, what’s even on the Fed Balance sheet, how the Fed actually works, why a regional bank crisis might domino to the Dollar losing world reserve currency status, and how that same bank crisis might impact the 2024 US Election.

This is a Lyn Alden episode you don’t want to miss.

——
Topics Covered

0:00 Intro
5:09 Summary of Last Few Weeks
6:19 Speed Bump or Phase Change?
7:55 Nobody Knows What Happens Next
10:10 The Balaji to Ben Spectrum
18:14 Fed Balance Sheet Timeline
24:08 Run on the Fed?
31:05 U.S. Treasuries Value
41:31 Impact of the Economy Post-Sucking
47:31 Innovation Damper
49:18 Rethinking the Dollar’s Role in the World
52:52 Bull Case for Non-U.S. Dollar Supremacy
57:38 More Division in the Economy?
1:01:38 Loss of the Dollar?
1:08:00 Reserve Currency Predictions
1:12:47 Bitcoin Liquidity Profile
1:15:46 What Do We Do Lyn?
1:18:14 Is Crypto the Ultimate Tail Risk?
1:20:19 Closing & Disclaimers

——
Resources:

Lyn Alden Twitter
Tweets by LynAldenContact

Lyn Alden
https://www.lynalden.com/

Links to our recent macro series

—–
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures