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February 26, 2026 · 1h 28m

Lyn Alden | The Bearish-Bullish Case for Bitcoin: Vibes, Quantum, Cycles, and Sci-Fi

Lyn Alden is back on THE Bitcoin Podcast to break down why this cycle left so many of us feeling like we should be more excited than we are. We get into why $126K, despite being a new all-time high, fell short of what the fundamentals suggested was possible, and what that tells us about where retail and sovereign demand actually stands. We also dig into the macro picture, the Fed, the new chair, Bitcoin vs Quantum na

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1 A failure of a major currency block, a massive campaign of asset seizing can wake people up.

3 It's like a shark that can't stop swimming unless it ironically drowns.

4 For this cycle, I would say, well, anything under $150k would be kind of disappointing.

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A failure of a major currency block, a massive campaign of asset seizing can wake people up.

A lot of the world just kind of trends toward nihilism lately.

It's like a shark that can't stop swimming unless it ironically drowns.

For this cycle, I would say, well, anything under $150k would be kind of disappointing.

As the price goes up, every single cycle, OGs sell.

If the thesis was true that that was the single biggest thing,

then in theory you should see that more centralized altcoins that have a clear quantum roadmap,

they should be getting a very large bid.

Show notes & resources

Lyn Alden is back on THE Bitcoin Podcast to break down why this cycle left so many of us feeling like we should be more excited than we are. We get into why $126K, despite being a new all-time high, fell short of what the fundamentals suggested was possible, and what that tells us about where retail and sovereign demand actually stands. We also dig into the macro picture, the Fed, the new chair, Bitcoin vs Quantum narrative, AI as a deflationary force, why DOGE couldn't actually move the needle on government spending, and what geopolitical catalyst might finally wake the world up to Bitcoin. Plus, Lyn shares something completely new — her debut sci-fi novel, "The Stolguard incident" which is darker and more human than you'd expect, and honestly one of the best things I've read in years.