Part 16/17:
Wrapping up, Alden emphasizes ongoing macro risks—rising inflation, bond market behaviors, and de-dollarization—as key signals to watch for the rest of 2021. Central banks’ efforts to control yields without stoking inflation could either energize or dampen inflationary assets like gold, commodities, and Bitcoin.
She stresses that the evolving geopolitical landscape, U.S. fiscal policies, and ongoing monetary experiments will shape the macro environment. For investors and observers, this period offers both risks and enormous opportunities—particularly if Bitcoin continues its adoption as a global store of value and hedge.