Lyn Alden: The Global Liquidity Crisis Is Finally Ending, 'Final Shake Out', Bitcoin to $1M

"I'd be surprised if we don't see 100K I mean that that's kind of like a back of the envelope rough expectation where I would think that the cycle would be I would consider the cycle stunted if we don't reach that"

"I mean I think that a million dollar Bitcoin is in the cards... maybe Million by 2030 is a little bit aggressive like if I were to you know put my kind of guess hat on I'd probably give myself till 2035 or something... I do think that that's a level uh that would make sense for Bitcoin to eventually get to"

"I mean for example I I'm not bullish on Costco at 55 times earnings... there's stocks like Costco which just really hard to justify how this is going to perform long term doesn't mean it has to do bad next year or even the year after it's already stayed this High longer than I would have guessed"

"I think we're entering another upward liquidity cycle after uh really like two plus years of kind of being range-bound in liquidity... my base case over the next 18 months is probably for both liquidity and Bitcoin to go up"

"I think that Chinese equities are super cheap right now... I'd say there's a high probability that five years from now they've done very well from these low levels"

"I think probably not [housing prices will go significantly lower] but I do think that over time their affordability will improve... I think a lot of houses might do that which is that they don't do very well uh in inflation adjusted prices um and they don't necessarily crash just kind of like chopped along for like sideways for a long period of time as everything else caught up to it"

"I think we'll have moderately lower interest rates"

"probably by the end of 2025 the fed's going to end their quantitative tightening... and when they do that that should also be like a second uh Improvement to liquidity"