LynAlden
Lyn Alden

https://www.lynalden.com/

Founder of Lyn Alden Investment Strategy. Partner at Ego Death Capital. Finance/Engineering blended background.

Public Key

npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a

NIP-05 Address

Profile Code

nprofile1qqsw4v882mfjhq9u63j08kzyhqzqxqc8tgf740p4nxnk9jdv02u37ncpz3mhxue69uhhyetvv9ujuerpd46hxtnfduq32amnwvaz7tmjv4kxz7fwddsk6upwwd5hgegpzfmhxue69uhhqatjwpkx2urpvuhx2ucpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgqg4waehxw309ahx7um5wghx6ctvd9hzummwdsq3xamnwvaz7tmjv4kxz7tpvfkx2tn0wfnsrdyahy

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npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a

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Last Notes

2026-07-16 10:36:53 UTC

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Why kill the golden goose?
If you have a 4-7 year mandate (literally need to give back investor capital at the end), you’re in a rush to do that. Get as many eggs out of the goose as possible until it is sick, then slaughter it. Then keep doing that. Buy geese, optimize near-term eggs.
But if there’s no near-term mandate to return capital, holding strong business can provide cash flows for decades. That’s what Berkshire does with companies it buys outright. Lets them run for decades, multiplying the entry price over and over. OJ intends to go public in the coming years, so investors can sell their shares for liquidity while the company itself keeps compounding cash flows.

2026-07-16 10:31:48 UTC

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PE funds typically spin out a business with high debt when they are done. Hollowed them out, setting them up with a high failure rate after value has been extracted.
When we buy a business, it’ll become part of the OJ company, which is intended to to be managed with a strong balance sheet. If a business we own runs into a challenge or could benefit from more capital, it has backup from the parent company.

2026-07-16 10:29:22 UTC

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Our holding period is intended to be decades or more. Like what Berkshire Hathaway does with its wholly-owned acquisitions.
Nothing lasts forever, and there are scenarios where we might have to wind something down or let it go, but the point is we intend to buy companies and hold them indefinitely or until the company one day becomes unviable. We don’t have a 4-7 year mandate to flip it out.

2026-07-16 10:27:05 UTC

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Feel free to reach out to us with your business.

2026-07-16 10:23:40 UTC

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Yeah.👍

2026-07-15 15:03:22 UTC

GM.
Private equity funds generally aim to buy a business, cut costs, and resell it in 4-7 years with an indebted, hollowed-out balance sheet. It’s an important source of liquidity for business owners but has some well-deserved criticism. Companies that recently exited from PE have higher bankruptcy rates.
As an alternative, we’ve started a company called Orange Juice that seeks to buy private businesses, optimize where helpful, and hold them indefinitely. Instead of hollowing out their balance sheets out with, we will back them up with a bitcoin treasury.
https://www.lynalden.com/orange-juice/

2026-07-15 07:19:41 UTC

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My friend was as shocked as me. He’s the one in the video sending this to the group chat like “wtf”.

2026-07-15 07:17:34 UTC

Gm.
One of my favorite places to have my morning cappuccino is in my father in law’s office.
The vibes are just so cool and the chairs don’t get sat in enough. So I just come here and appreciate the place and plan my day.
https://blossom.primal.net/90b8124f75ebc5605ad9188e30fe253872626460f5fc04435f3c7c8d8e289cc8.jpg

2026-07-10 16:13:38 UTC

Gm.
Some Amazon products ship to the U.S. and not to Egypt. So, my friend bought three philosophy books, shipped them to my place, and I brought them to Egypt in my bag when I came.
One of them, however, was a crazy misprinting. Inside the philosophy cover was a book on witchcraft.
Apart from being funny, it’s actually slightly dangerous. Some countries including the UAE have laws against sorcery. Imagine flying in there, get a random baggage check, and you unknowingly have a witchcraft book with a philosophy cover on it, as though you are sneaking it in. Like, what do you even say in that situation.
https://blossom.primal.net/c23d31003819f5c818b54a6404eb236713d3b90729635a6ffd98b55b482381be.mov

2026-07-07 07:36:38 UTC

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I go swimming or biking.
#nevent1q…98d8

2026-07-06 06:11:16 UTC

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I did, yes. In fact I dragged my husband to the theater to watch it, though we missed the imax period by a day.

2026-07-04 04:43:11 UTC

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In this case I just used Claude directly with a PDF, yes. In some other contexts I use a harness.
Two different scenarios. First, I gave Claude the full manuscript and asked it to analyze it across various metrics (plot, characters, theme, prose, etc). It doesn’t know I’m the author.
Second, with memory between chats disabled, I started fresh and just gave it the first third. I asked it to analyze it and make predictions about what will happen. It was more accurate than most human beta readers were at predicting. I then gave it another chunk and asked it to update its predictions, and indeed it got even more accurate.

2026-07-03 20:07:10 UTC

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If I feed Claude Fable just part one of the book, and ask it to give me its character trust rankings and make predictions for the rest of the story, I’d say it has a higher-than-average prediction power than my human beta reading sample.
While not perfect, it picked up on more tiny clues than most beta readers did and then made reasonable predictions from them.

2026-07-03 17:55:15 UTC

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Serious Lyn: “Claude, analyze this book and give me a detailed report of its plot, characters, theme, setting, genre, prose, and where it stands in the market.”
Unserious Lyn: “Claude, thanks. Now tell me the Dungeons and Dragons alignment (e.g. “chaotic good”) and INT/WIS/CHA scores of all the major characters.”
#nevent1q…4ves

2026-07-03 17:49:02 UTC

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From the start I have no DRM on the kindle ebook. It distributes through kindle but can be moved from that point.

2026-07-03 13:43:26 UTC

Now that Fable is back on the market, I did an apples-to-apples test with it.
While I purposely avoided using any AI to write Stolguard, I did feed the finished manuscript into ChatGPT and Claude prior to publication and asked them to analyze the characters, plot, themes, prose, genre, and overall thoughts. Like a robot beta reader among my myriad human beta readers. They did a half-decent job, like a smart high-schooler who read it but skimmed certain parts, made a few objective errors (including a big one involving all the nuance around Jade and what she’s up to and why, across the two interwoven timelines, iykyk), but otherwise got the gist of the book with some random inconsistencies.
I did that with Fable now. Just gave it the text and asked it to analyze it along those same areas. Its overall analysis conclusions were quite similar, but it avoided making those objective mix-ups around the most complex parts. It understood the interwoven timelines fully. Only with some follow-up questions did it start to slip a bit with some clear mistaking of one character for another or forgetting about certain scenes as its context window failed to keep up.
Definitely a step up in accuracy, based on a text I know well.

2026-07-02 08:35:41 UTC

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Yeah they just do it to put the fear of god into leveraged shorts from time to time, if the exchange rate is weakening too fast.

2026-07-02 08:24:40 UTC

https://blossom.primal.net/14bf1a5554f636c0014265c98f0c71052ce41e8a06d5bfc1c06158ed6325768a.jpg
https://blossom.primal.net/ba50363d552eb254007a10cce4a817db38082e8c2de093cebb54a2a7e14ca8aa.jpg

2026-07-01 11:13:05 UTC

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One time I was jogging around a forested reservoir, and upon turning a corner in the path, I came across a buck and two does even closer than this. The two does ran away but the buck stood and stared at me, so I stopped and just stood there trying to look chill.
He had a big set of antlers and after ten seconds I was thinking, “Uh, are we actually going to fight?” So I’m like mentally bracing for what I would do if he charges at me.
But then after eyeing me for a bit, he casually followed the others. So I exhaled and then went back to jogging.
#nevent1q…pdzs

2026-06-29 07:23:33 UTC

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For me, it was writing the novel that I had in my head for over a decade. Now it’s out in the world in text and audio, no longer that annoying little itch in my brain.
Had to learn a new skill along the way, and got into a flow state often while doing it.
“One day I’ll have time…” and then a decade went by. Eventually just did it. Feels great.
#nevent1q…a0lt

2026-06-24 18:10:37 UTC

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I’ve never trusted turtles.

2026-06-24 18:09:41 UTC

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Fun fact: One of the point-of-view characters is named Ava.

2026-06-21 18:34:12 UTC

That feeling when I spend Friday and Saturday writing about the implications of the US/Iran MOU for my Sunday report, and they end up not even keeping the peace through Sunday.
https://blossom.primal.net/761de0095ef2b42ff73e8c4999676a679cf06653ab1115bebf2b44c67aa66c10.png

2026-06-17 04:01:34 UTC

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Still got the potato camera for now.
My laptop will need replacing next year so I might accidentally get a better camera. Will be sad when it happens.

2026-06-17 03:36:36 UTC

My canonical headphones broke a couple days ago. End of an era.
Replaced them with the nextgen version of the same thing. Stronger than ever.
Most youtube viewers won't notice, but I had to say it somewhere. Might as well say it here on the edge realms.
Hurts, man.

2026-06-17 03:20:46 UTC

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For those who have read Stolguard and want to experience it again (like, say Fight Club needs a second run), give the audio version by @nprofile…lhd6 and @nprofile…lyep a try.
It opens a different experience, and they as narrators truly brought something new to the table with their acting and dedication.
#nevent1q…xu0n

2026-06-13 15:10:10 UTC

GM, doing a refresh of some of my giga-long macro charts. Figured I'd post my favorite one here on Nostr first.
Readers of Broken Money will recognize the 1920-2022 version of this from that book, which is now extended through 2025.
(Digging into this data super deeply back in 2018/2019, along with a bunch of related datasets, is how I came to see that nothing stops this train.)
https://blossom.primal.net/e28f1500d036401f6275c624a8194b05e04f7185d4ee5cd872ed64db3f6d6548.png

2026-06-12 12:27:45 UTC

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I think for many people there’s kind of a bell curve of philosophy, where up to a point it’s increasingly value to study (helps build good reasoning, awareness of multiple different frameworks for things, etc) but then there are diminishing results and potentially even some negative results if you spend too much time on it.
#nevent1q…gqug

2026-06-11 07:16:11 UTC

My husband is like, "Lyn, whenever we're apart, you get weird online."
I'm like, "what do you mean?"
And he's like, "you make weird bets with people you don't know."
And I'm like, "You have made a fair argument, sir. But here we are."
https://blossom.primal.net/4cb22fcea60eb620ab1ba4f305dc2242e964be9b02ddefc011b6b3dc1b5425b1.png

2026-06-11 01:07:00 UTC

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::super cute hubby, seems younger than you::
I’m rekt. Totally destroyed. The worst thing you could say to a wife.
But to answer the rest of your question, that wispy beard or fu man chu is hot. A natural beard that doesn’t cover the lips.

2026-06-10 23:32:01 UTC

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With rare exceptions, I assume neither men nor women prefer bearded women.

2026-06-10 23:30:06 UTC

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I for one am in the camp that prefers men with beards. It feels natural to me. Masculine. They were born to have them.
There are only two public pictures of my husband, since he prefers privacy, and yeah he has a beard. Not a shocker.
But, where I do sympathize with the complexity of this issue, is about convenience. Some men have such thick beards that their lips aren’t even visible. How does that affect kissing? As a woman, do you kiss a coarse furball? What does that feel like? And as a man, what do you do about food particles and cleanliness? What does this all feel like?
IMO the optimal beard doesn’t cover the lips too much. But that’s somewhat genetic. Thick-beards can shave it, some people are born with it naturally avoiding the lips, etc.
My husband’s beard is thick but naturally avoids his lips. Visibly, when it grows long he’s like, “I need to shave this- I look like the head of ISIS.” And sometimes he gets the physical urge to shave it clean and start fresh and I’m like, “no!” but then he does it anyway and I’m sad briefly but look forward to it growing back. He controls his own hair of course. We both prefer the beard, but with limits. And his limits are ironically tighter than mine.
Anyway, good evening. What are your thoughts on beards? I’m curious why there are not more of them.
https://blossom.primal.net/2b027eb9faa0d2985525628b6edc3a8d4acb6eced46e7e57eb78986b6384ba48.jpg
https://blossom.primal.net/1daa1ed5cde72d182934b26ea9d0238f3589ca8704f20b0ae399ff01565b54fc.jpg
#nevent1q…k3ux

2026-06-10 22:01:32 UTC

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I like to ask dangerous questions.
About beards.
#nevent1q…heh0

2026-06-10 19:24:44 UTC

I feel like beards need more study.
-Measurable differences between bearded and beardless men.
-Measurable differences between women who like bearded vs beardless men.
It seems like one of the most binary decisions/preferences out there.

2026-06-09 04:50:08 UTC

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Bronn.

2026-06-09 04:48:21 UTC

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I for one am a big fan of Odell back on X.
I could go into all the debates on whether deleting an account is worth it, about network effects, etc. path dependence.
But people want to be where they want to be. And Odell is welcomed where he wants to be, and does good work wherever he is.
And you know how I know it’s really Odell on X? Nostr and social graphs, is how. 😉
#nevent1q…8jgw

2026-06-07 03:09:36 UTC

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For context, Saylor’s company has like 4% of the coins.
#nevent1q…lm39

2026-06-07 03:06:57 UTC

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I mean, Fallon is the villain, sir.

2026-06-06 20:16:42 UTC

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The core realms are more efficient but the edge realms are way cooler.
#nevent1q…08cj

2026-06-04 21:09:00 UTC

Good afternoon.
My June public newsletter, "The Wild West" is now available:
https://www.lynalden.com/june-2026-newsletter/
This issue discusses:
-How the modern period of investing coincided with the comparatively peaceful post-war period, and how that is changing.
-Strategies for investing in this new "Wild West" geopolitical environment.
-The information bell curve and its implications.
-The latest snapshot of the newsletter portfolio.
https://blossom.primal.net/7ea9474e06da719ad2f6f5af11db1749302cd3c277278119f48b1c5522eae5e9.png

2026-06-03 04:18:22 UTC

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Sorry. 😢
Hello. 👍
#nevent1q…5usd

2026-06-03 03:38:02 UTC

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No, Mohamed doesn't think all foreigners should be excluded.
He was shocked at the ratio of foreigners living and working there permanently, not as tourists like him.

2026-06-03 02:28:29 UTC

When my husband Mohamed first visited London a few years ago, his first remark was, “why are there so many foreigners here? I wanted to see more Brits.”
And as he was dismayed by the high ratio of foreigners, he ironically meant people who looked like him (and he was aware of the fact).
He was like, “I’m not visiting Turkey or Dubai or Pakistan or my own country. I’m visiting Britain. I want to see British people.”
Anyway, not all foreigners want to destroy or displace the West and so forth. Even some them are like, “why are you guys doing this?”

2026-06-01 01:41:51 UTC

Let’s just say without spoilers my novel doesn’t pull any punches, but also doesn’t set out to make despair-porn either.
Choices matter, outcomes are messy, and realism is paramount in that sense.
This description, lol:
https://blossom.primal.net/a71edb99041e8a1c7e9020899e11bc48c2566f37dd49256494b3b206a2690383.jpg

2026-05-29 01:56:37 UTC

I was talking to my half-brother about his world travel plans like, “btw if if you ever want to come to Egypt let me know”.
And he’s like, “that’s awesome, how about in 3 weeks? Can you be our tour guide for the last five thousand years in the region?”
And I’m like, “yeah man, it’ll be fun. Let me, uh, check with our two dozen local relatives and our summer beach plans so we can coordinate between them.”
“Checks details.”
“…Shit. Alright let’s go!”
https://blossom.primal.net/a824fd4b20b45f7be526efb69c546f46ea292deafc5bae6bd53add9d314e8db7.jpg

2026-05-28 21:03:49 UTC

I wrote a longform piece for Bitcoin Magazine's latest print issue, which includes a series of essays about the world 10 years from now in 2036.
They've put up an online version now too:
https://bitcoinmagazine.com/print/the-2036-issue-what-choices-will-you-make-on-the-way-to-a-multipolar-world
Here's the portion where I talked about risk, about downside scenarios:
"If Bitcoin fails to catch on by 2036, I think it will be because humanity didn’t want it, or wasn’t ready for it. The technology itself is robust. Proof of work helps keep the network secure. Tight limits on bandwidth and storage help keep the network decentralized. Layers built on top of it help provide scaling and privacy. There is more work to do, but the foundation is already strong, open for business, and being used at scale. To the extent that major challenges arise, the network is upgradable whenever sufficient consensus is achieved.
In this latest bull/bear cycle, Bitcoin further separated itself from other cryptocurrencies, but failed to attract many new users. AI services caught on with the public far more quickly, leapfrogging Bitcoin in adoption, because people and businesses could see AI’s immediate benefits to them, while Bitcoin’s benefits were unclear to many who haven’t gone down a rabbit hole of research.
There are many stores of value to choose from, and volatility is painful. In order for Bitcoin to truly catch on, it will need to be because people value financial sovereignty. It will need to be because hundreds of millions of people, not just several million as we have now, appreciate the importance of self-custodied savings, permissionless payments, and financial privacy. Those collectively are the attributes that Bitcoin uniquely provides at scale."
In other words, bitcoin is money. To succeed, it'll be because people value it for its monetary properties.
That doesn't mean I'm against bitcoin companies. Bitcoin is open for anyone, and most things are better when bitcoin is added. And there's no world where bitcoin at scale is only used by people but somehow is magically avoided by companies and governments. I bought MSTR the week they announced their bitcoin strategy back in August 2020. I invite more companies, especially cash-flowing companies, to use bitcoin as a treasury asset.
But it does mean that bitcoin cannot *only* scale that way. Bitcoin's core value is that if you hold it yourself, it gives you a unique superpower: you have debasement-resistant and confiscation-resistant liquid savings, and you can permissionlessly send portions of those savings around the world, and with decent privacy if you use the right tools.
Bitcoin's long-term success relies on one or two more orders of magnitude of people desiring those traits.
TL;DR Bitcoin is money.

2026-05-26 11:45:31 UTC

A really cool (and quite rare) aspect of The Stolguard Incident audiobook is that @nprofile…3py2 and @nprofile…l32v perform full duet narration.
In most dual-narrated audiobooks, the male narrator reads all male point-of-view sections, including any female dialog that occurs in them. And vice versa: the female narrator reads everything, including all male lines, in the female POV sections.
A harder subset is duet narration, where the male narrator reads every male dialog line, and the female narrator reads every female dialog line, while one of them reads the narration for the section depending on which POV it is in. This makes it feel more immersive, realistic, and well-acted.
I initially assumed we would just do standard dual narration, though I brought up duet as an option. The reason duet narration is not more popular is because it is far more complex to produce. But it was Walker and Carla who convinced me, since in their unique case they were able to do duet narration rather efficiently (the narrators are married, already do skits together, won’t have the scheduling issues of nonlocal narrator teams, and thus can perform live duet recordings together).
The result is truly special, and it’s thanks to Walker and Carla. Can’t picture the audio version of the story any other way.
https://www.amazon.com/Audible-The-Stolguard-Incident/dp/B0H29Y33PQ
https://blossom.primal.net/b9eb8776c61cc8b7551905cd7c8c66677c3a3878cbf1d3387d1fceb0745b625f.jpg

2026-05-26 08:42:48 UTC

GM
Not sure why, but I liked the look of this desert sunset last evening.
https://blossom.primal.net/e7761200248b53f8f0c0129512ce42320e791eb020409335a9f82d73ef9664ee.jpg

2026-05-23 13:23:11 UTC

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The link was down due to a bug on Audible’s end, but it’s back up now!
Check out the awesome performance that @nprofile…t2vc and @nprofile…4yh6 put together for the audiobook:
#nevent1q…nxxp

2026-05-20 16:11:07 UTC

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People were able to buy it but then Amazon broke the link.
Will let people know when it’s back up.

2026-05-20 12:44:58 UTC

GM.
The audiobook version of The Stolguard Incident is now available!
https://www.amazon.com/dp/B0H29Y33PQ
It’s dual-narrated by @nprofile…0fhw and @nprofile…3phq , and they brought their full voice acting ability to this.
https://blossom.primal.net/54c52dd6c4f3c313f387be769a09d5e537374170f853b7c13bc662753e7a3af1.jpg

2026-05-03 17:05:58 UTC

So there's this 2025 movie called Dust Bunny that only grossed about a million dollars at the box office. But from the few who saw it, it has good ratings from both critics and audiences.
The premise is that a young girl hires a hitman (Mads Mikkelsen) to kill a monster under her bed.
My husband and I watched it last night, and it has the most fascinating visuals I've seen in a movie in years. The settings, the costumes, the cinematography, the casting choices, everything. Each individual scene was an art piece.
I think the reason it went so dramatically under the radar despite being well-crafted is because it couldn't find an audience. It feels like a dark action-comedy urban fairy tale, and it was supposed to be for both adults and mature kids, and yet they misjudged and it was rated R. (It should be rated PG-13 imo; I'd show this to an older kid before I'd show them Dark Knight, and yet Dark Knight is rated PG-13).
The vibe feels like Bullet Train or The Fifth Element, with some Tim Burton-esque visuals blended in, where it's purposely more about style than rationality. It heavily leans into visuals and whimsy.
By the time I finished I was like, "I don't know what the hell I just watched, but I'm glad I did."
https://blossom.primal.net/a22ea3cdfb371ca333b5ad299b337e631ce3dee2d60ff56b1a517ea3bed52832.png

2026-05-02 14:50:14 UTC

A good 10-minute video on Egypt's economy.
-Use public resources and debt to build a massive vanity ghost city, prioritizing this over more utilitarian uses of money.
-Have the military compete in all sorts of businesses. Hotels, consumer products, stores, etc. The military has inexpensive forced labor (mandatory military service for most young men) and tax/legal advantages vs the private sector.
-Then get hit by things outside of their control while they were already self-weakened (Suez Canal revenue down, due to the Red Sea being unsafe to navigate, periods of high grain prices since they buy most of it from Ukraine/Russia).
https://youtu.be/B1yXAfP0AAI

2026-04-27 15:14:53 UTC

I had a great uncle named Hugh.
When he turned 18 in 1943, he decided to enlist in the military and go fight Nazis in WW2. As one does.
In early 1944, he found himself as the radioman on a B-17 bomber, as the Americans upped their bombing raids on Berlin. Their bomber was attacked by German pilots, heavily damaged, and the pilot said they gotta parachute out, it's going down.
So, Hugh funds himself parachuting over German countryside from a destroyed bomber.
Early in the war, it was relatively uncommon for American/British/German pilots to shoot at enemy parachuting pilots. It was considered dishonorable. However, when the Americans/British really upped the bombing over Germany, and the war was increasingly turning against Germany, the German pilots increased their rate of shooting at parachuting American/British pilots. Their cities had been disastrously struck, some of them lost friends/family in the bombings, so they were more likely to just finish off downed enemy pilots.
Hugh, as he parachuted down, was terrified at that thought, expecting that the German pilot who destroyed his bomber would finish him off. He watched as the pilot performed a wide arc and come back around, and he's like, "oh shit oh shit oh shit oh shit," but then the German pilot flew by him and saluted, and left. Trolled him but let him live, basically. Showed him he could've done it, but didn't.
So Hugh lands in a tree in German farmland. He cut the parachute and fell to the ground, fracturing three vertebrae. So he's 19, injured, and realizes he doesn't know shit about geography, but decides he'll try to make his way in the general direction of Switzerland.
He spends a week sneaking around the farmland, injured, and eventually gets severely dehydrated. So he sneaks up to a well to get a drink, and comes across a 10-year old German girl, who stares at him wide-eyed since he's a disheveled soldier-looking foreigner. He panics, and has absolutely no idea how Germans greet each other. So he does an enthusiastic Nazi salute and yells "Sieg Heil!" which of course is *not* how most Germans greet each other. The girl screams and runs away, so he's like, "oh shit" and goes to hide in a tool shed.
The townsfolk come out and find him, capture him, and turn him over to the authorities. He gets sent to a prisoner of war camp for the next 16 months. Him and his fellow detainees circulated a newsletter within the camp at one point, and formed a music band out of like discarded cans and pots and stuff. Toward the end it got trough, because as Allied forces took more and more land, the outer prison camps would do forced marches where the prisoners would have to walk to a deeper camp, while malnourished, and if they got exhausted and couldn't go on, they'd be shot. So he had to do two of those forced walks, but eventually got rescued by Allied forces.
Came back to the US, used his GI bill to go to college, and became a social worker at a hospital. Really quiet, calm guy. Most people didn't know he had this crazy story arc.
Anyway, that's the post.

2026-04-20 20:38:01 UTC

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Folks are going to be blown away by how much passion and professionalism Walker and Carla brought to this recording.
#nevent1q…hlfp

2026-04-15 17:10:45 UTC

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My experience on the PDB show in-studio was positive. The whole team was friendly. I limit travel for shows in general, but have no qualms going on in the future.
The challenge was that the format of this part of the show is basically news commentary. It’s not an interview; four of us discuss news items as Patrick brings them up. So, sometimes I’m asked to comment on things I have no major interest/edge in talking about. Other times it touches on an economic topic where I have more to say.
They had planned to ask about gold and bitcoin, but ended up only asking about gold. I mentioned bitcoin a handful of times but it had a small showing overall.
#nevent1q…lmyt

2026-04-15 17:05:58 UTC

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Hopped on the PBD podcast live this morning to talk markets, energy, and the economy:
#nevent1q…kv8k

2026-04-13 19:11:01 UTC

-You’ve got to fly somewhere, but the only flight available that day leaves at 6am. You begrudgingly book it anyway.
-Then the day before, you get an email from the airline saying “we regret to inform you that your flight has been delayed by two hours” to a far more reasonable 8am.
https://blossom.primal.net/7c922d0b48b12338e5f1982b7b11bb14e36c4e139672d64b0fd06c70f3e6315d.gif

2026-04-13 18:20:14 UTC

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So I found another uber driver final boss. It’s like the secret boss you unlock after you finish the game.
This guy has over 33,000 rides.
And he’s also an older gentleman who drives a Corolla. Been driving for Uber nearly since they expanded nationwide.
#nevent1q…mcg0

2026-04-12 14:46:10 UTC

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This is absolutely wild, lol.
#nevent1q…h439

2026-04-11 18:56:07 UTC

My half-hour animated Broken Money video now has 500k views on YouTube. Coming up on its two-year anniversary:
https://youtu.be/jk_HWmmwiAs

2026-04-08 19:35:12 UTC

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There’s actually a genetically modified character in the book who gets certain abilities only when in ketosis, only when eating a ketogenic or carnivore type of diet.

2026-04-08 16:53:34 UTC

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https://blossom.primal.net/41a8a69a8be9a296e6850a48b35da5d760164233c0922f5c2cc00e8556841963.png
#nevent1q…tn6m

2026-04-08 16:25:09 UTC

Here's a Nostr exclusive: the alternative cover of The Stolguard Incident.
During the design process, I had two artists design covers, and went with Kim Dingwall's cover. The other one by Joshua Griffin was cool too, but it had "movie poster" vibes and many readers prefer to picture characters the way they want rather than be shown them, so we kept that one as concept art. Still, Joshua's work deserves people to see it.
Ava, Stallard, and the Jade-Eyed Witch appear alongside Asim on this version.
https://blossom.primal.net/a3e79359f0c0c85e9281f4757e83f9a8bd032d36057bb649555ad0137642b00e.jpg

2026-04-08 11:20:15 UTC

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Really sorry to hear that. ❤️
Hopefully the pain gets under control soon and that can start a flywheel of felling better and more positive.
So many people are sending well-wishes, and I wish we could all take a little fraction of the pain to make it go away. 😔

2026-04-07 15:02:00 UTC

I brought out Nostr Lyn a bit in the second half of this chat.
Talking macro on BTC Sessions w/ Luke Gromen:
https://youtu.be/6tkKoMEiFDk

2026-04-03 18:57:47 UTC

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https://blossom.primal.net/c738670feaba8a1c56fe10eb562466294e3b3523532c0aaa67f2045084d5f1d4.gif
#nevent1q…ktpd

2026-04-03 18:47:22 UTC

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The weird aspect of the NYSE trading floor is that the whole thing feels kind of like you're on a set.
There's the CNBC recording booth on the floor, there are the market maker stations, there's this bell area. The lighting is perfectly controlled. Security everywhere.

2026-04-03 18:30:22 UTC

A couple weeks back I was at the New York Stock Exchange for some meetings/events, and they were like "let's update your formal pic that you use for things, that's from 2022".
So we do the classic "let's take a slick pic under the NYSE bell, the literal heart of capitalism" photo. Because that'll make it all professional and such.
The problem is, whenever I smile, I inherently look like I'm trolling. Regardless of the setting, it looks like I'm just there for the lolz.
So the pic seems kind of unusable for formal stuff. Fun for Nostr, though.
https://blossom.primal.net/10121115699770217ffb3a7d6319077ae74cfb9ce35a75aacb77ccbbbb4d970b.jpg

2026-04-03 16:44:38 UTC

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He does great work.
Liquidity has mint been great lately, but there’s a big difference between liquidity rolling over and liquidity breaking.

2026-04-02 21:24:42 UTC

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Yeah. Pretty much the main thing.
The gradual print.

2026-04-02 20:59:06 UTC

One of the few things *not* breaking these past few weeks is liquidity, actually.
The Fed’s standing repo facility isn’t being used, the Fed’s swap lines aren’t being used, and the SOFR-IORB spread is only mildly elevated.
#macro

2026-04-02 20:55:40 UTC

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Had a great chat with Peter in London!
The thumbnail totally makes it look like I’ve started my villain arc, though. 😅
#nevent1q…shzt

2026-04-01 14:17:38 UTC

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No, but two fun facts:
-The earliest version in my head for Asim’s character (over a decade ago) was Iranian-American, but later shifted him to be Egyptian-American since I’m just way more familiar with Egypt.
-Mohamed loves detective scenes and has really great taste, so he helped stress-test and tweak Asim’s dialog in his interrogation/conversation scenes, among giving feedback on the novel broadly.

2026-04-01 04:22:28 UTC

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https://blossom.primal.net/2ea05fe011ae97c60b0b99f3c90f9eb379ed4ec2e350310b296656c68c230ef5.jpg

2026-04-01 01:21:18 UTC

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https://blossom.primal.net/61c2702cadb0e0e2d18ddce709991531c8b7b9c88a666c7f74c7fd9e7099dcd9.jpg

2026-04-01 01:12:18 UTC

Wow that sounds nuts, someone should write a book on that.
https://blossom.primal.net/415ce9b82dbc6fbdbe8959de69302d8a75963a973169ee21e36384026b8b935e.jpg

2026-03-30 00:56:45 UTC

Almost nothing in macro currently matters until the Strait of Hormuz opens.
That’s the macro. It’s a binary analysis similar to Covid 19.

2026-03-29 13:14:27 UTC

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Rekt from all angles.

2026-03-29 12:57:42 UTC

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The epub on Amazon is set to have no DRM.
But in the coming months we’ll expand to other ebook platforms as well.

2026-03-29 12:45:16 UTC

https://blossom.primal.net/bb6ae9c98bf0e9fe2945009a199143c699711278ea64de069705e75b4454936e.jpg

2026-03-29 12:44:30 UTC

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Which step did you run into an issue?

2026-03-29 12:00:49 UTC

Whenever I’m asked about private credit lately. On Fox Business, on podcasts, at conferences:
https://blossom.primal.net/593482ad777e3068c3045633aabb578d45f2eef0b0ff1de2f7ec643a856ba139.jpg

2026-03-25 00:49:17 UTC

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A little while ago, @nprofile…rke4 gave a great fireside on this topic. Centralized algos replacing free will.
https://youtu.be/MaZyXEU5XAg
#nevent1q…h9y2

2026-03-24 23:36:56 UTC

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You know what, so far it’s not going that badly so far.
#nevent1q…pyyq

2026-03-24 22:29:43 UTC

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It would really help at this early stage, actually. 🙏

2026-03-24 16:49:39 UTC

Really not looking forward to flying today.

2026-03-24 16:42:35 UTC

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https://blossom.primal.net/6b5b5a63bf598da76d50ba91f4f388c47a90b6977758c9e3e8836c359eb7f4e0.jpg
#nevent1q…audw

2026-03-22 22:46:15 UTC

Good evening.
My March public newsletter is out now:
https://www.lynalden.com/march-2026-newsletter/
This issue discusses potential macro impacts from the war on Iran, how sovereign debt bubbles and war tend to occur in clusters, the three pillar portfolio strategy, and updates on the model portfolio.
https://blossom.primal.net/ad0bc53426b99bda1ab236d7e3bac1ea5b52966ceed72e9270c855db97e10ac6.png

2026-03-22 15:23:09 UTC

https://blossom.primal.net/e8a98cc5f342906ac08dbf042dd747324a6ac6f2cd209efaa7880669ef7c2261.jpg

2026-03-22 15:07:36 UTC

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Yep it's rough.
They've had prior rolling brownouts and such, usually in summer months, so it's unusual for it to occur in spring.

2026-03-20 17:37:26 UTC

Unfortunately, Chuck Norris was the only person who could stop this train.

2026-03-19 14:46:44 UTC

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Thanks for checking it out!
Glad you enjoyed it.

2026-03-15 15:31:07 UTC

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It is in paperback, ebook, and hardcover. Soon to be audio as well.
However, the hardcover is from a different distributor and Amazon hasn't linked them all together yet. Also, the pricing for the hardcover is not great. Here's the hardcover:
https://www.amazon.com/dp/B0GRSNP4BX

2026-03-15 15:12:22 UTC

The Stolguard Incident was ranked the top new release in Amazon this weekend for both the cyberpunk and technothriller genres.
(It’s also currently the best seller in the space marine category, despite a distinct lack of space marines. Which, I mean, okay.)
Thanks everyone for checking it out!
https://www.amazon.com/dp/B0GNS9MYB5
https://blossom.primal.net/3a441a5f3e24d68d2e8d1b3cf3622e7a60929069ab4c54ef737bbbb78ee00ed2.jpg

2026-03-15 15:03:55 UTC

Last night when I finished work and joined my husband for movie night, he instead showed me a video about Newcomb’s paradox and we spent two hours debating it until bed.
Anyway how is everyone’s weekend going?
https://blossom.primal.net/a290c379b2571781f56e01753a2883174261ef96c5226fdb359afe1d785fd7c9.jpg

2026-03-14 03:19:21 UTC

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The audiobook is currently in production. And it’s coming together really well.

2026-03-13 18:09:57 UTC

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Walker and Carla are doing the audio currently. Not out yet but on the way!

2026-03-13 16:15:46 UTC

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I’m happy to sign books at conferences!

2026-03-13 16:14:43 UTC

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Eventually.