Podcast: Bitcoin — The Ultimate Inflation Hedge | Lyn Alden and Jurrien Timmer

Lyn Alden and Jurrien Timmer discuss Bitcoin as the best and ultimate inflation hedge, and what our present and future is shaping up to look like as compared to decades past.

by Brianna Beckford /
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Lyn Alden and Jurrien Timmer

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On this episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, co-founder, is joined by returning guests Lyn Alden & Jurrien Timmer.

Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. Lyn and Jurrien discuss the long term debt cycle, is the traditional 60/40 portfolio dead, Bitcoin as a hedge for bonds, the effect of inflation on inequality & their outlook for the U.S Dollar.

They also covered:

  • Bitcoin’s total addressable market
  • The 2020s compared to other periods throughout history
  • and more!

Watch the full episode down below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.

Are you a UK or EU reader that can’t get enough investor-focused content on digital assets? Join us in London on November 15th and 16th for the Digital Asset Summit (DAS) London. Use code ARTICLE for £75 off your ticket. Buy it now.

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Compute demand is two-sided, the precondition for any hedging market. Producers (neoclouds and independent data centers) fear their inventory clears below cost. Consumers (inference platforms and the agentic application layer) fear compute will get more expensive. The common read holds that nonfungibility keeps both off any general exchange, since a buyer wants a named SKU in a named region rather than a basket, so the trade stays bilateral and the only exchange users are dealers hedging their book. That describes launch conditions, but understates how commodity markets form. Canonical benchmarks get made through trading, and reservations standardize as the curve deepens. The dealer-intermediated structure is not the end state, it is the seed of one.

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