Lyn Alden: Bitcoin & Gold In Long Term Bull Markets, New Data Centers May Cause Electricity Shortage

Wall St. For Main St., Released on 1/22/25

During this 40+ minute interview Lyn talks about the power requirement difference between Bitcoin mining and data enters for artificial intelligence (AI). Bitcoin mining is more sensitive to electricity prices while AI and data centers will pay almost any price to secure a stable and reliable source of electricity 24/7/365 to run the computing power needed for AI software and hardware at the data centers. Lyn expects a huge increase in uranium, nuclear power and natural gas demand boom because of data centers and AI. Lyn talks about how meme coins like Fart Coin and Trump meme coins are affecting demand for Bitcoin, gold and gold mining stocks. Capital is leaving other crypto currencies and gold stocks and is chasing short term get rich quick trades in meme coins despite the pump and dump risk. Next, Lyn talks about the huge valuation gap between the gold price and gold stocks. Will the big divergence close in the next 1-2 years for gold miners? Lyn expects gold and Bitcoin to continue in a long term bull market. To wrap up the interview, Lyn talks about the macro cross currents currently happening now with strong US Dollar (Dollar Index), high gold price while the longer duration government bond yields in the G7 spike. Is this a repeat of the 1940s or the 1970s stagflation? Are government bonds in a long term bear market? How will DC respond with new policies to try to manage the Dollar from getting too strong or too weak? Jason also asks Lyn about Trump regulating Bitcoin, block chain and AI companies.

Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling. She worked as an electrical engineer at an aviation facility, and over the course of a decade worked her way up from being an intern to being the lead engineer and running the day-to-day operations and finances of the facility, before retiring early at age 33 with financial independence. Since then, Lyn has been a full-time investor and independent analyst. Her latest book is Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better.

Jason Burack is an investor, entrepreneur, financial historian, Austrian School economist, and contrarian. Jason co-founded the startup financial education company Wall St for Main St to try to help the people of Main Street by teaching them the knowledge, skills, research methods, and investing expertise of Wall Street. 

Subscribe
Notify of
guest

0 Comments
Oldest
Newest
Inline Feedbacks
View all comments