AI Euphoria Is Rolling Over | Lyn Alden on Bitcoin Correction, Who Satoshi Is, Data Center CapEx, and Whether AI Is A Bubble

In this episode of Monetary Matters, Jack Farley interviews Lyn Alden about various economic and investment topics. They discuss the two-speed economy driven by AI and fiscal deficits, the demographic challenges impacting social security, and the potential for AI to transform the economy with bubbles along the way. Lyn shares her investment strategies, focusing on profitable AI areas and regulated businesses benefiting from AI backends. The conversation shifts to the Federal Reserve's balance sheet management, Bitcoin's consolidation and future catalysts, and the strength of gold in a multipolar world. Lyn also addresses concerns about AI's capital expenditure, the potential for a shakeout in AI stocks, and her views on Bitcoin's design and future technical challenges, including quantum computing. Finally, she shares about her venture capital activities at EgoDeath Capital, investing in Bitcoin-related startups.