Search results for Lyn Alden
Crypto
Lyn Alden says bitcoin unlikely to hit record high in 2026
Macro analyst Lyn Alden (린 알든) said bitcoin is facing the weakest investor sentiment of the current cycle and must rely on its own strengths rather than an external catalyst. She cited Strategy’s disclosure of a $216 million bitcoin sale and said the market has shifted toward institutions and corporate treasury strategies. Alden said bitcoin may fail to set a new all-time high this year and sees it as difficult in 2026, while leaving room for sharp rebounds given volatility.
Crypto
Hayes floats $1 million bitcoin call, focuses on AI debt crisis
Arthur Hayes says bitcoin could rise to $1 million if an AI infrastructure investment boom falters on debt problems and authorities restart large-scale liquidity support. He argues AI absorbed new liquidity first, and a later credit shock could redirect policy funds into crypto. Others cite narrowing market breadth, high valuations in top S&P 500 companies and rising private credit exposure to AI. Critics say risk-off selloffs can drag bitcoin down first.
Crypto
BitMEX says U.S., Japan government bond yield surge could fuel Bitcoin bull market
A surge in U.S. and Japanese government bond yields may be a signal of structural change that is difficult to sustain over the long term and could lead to a prolonged rise in Bitcoin prices, an analysis showed. BitMEX senior research analyst Shang Wu said bonds once seen as low-risk are being shaken, pushing bond investors into panic. He said central banks are being forced to choose between a sovereign debt breakdown and currency debasement.
