Lyn Alden: Deep Supply Chain Issues Will Deepen Inflation

Lyn Alden talks inflation and Fed expectations with Blockworks in Bretton Woods.

article-image

Blockworks exclusive art by axel rangel

share

key takeaways

  • When thinking about inflation, Lyn Alden said it is important to separate deep and shallow supply chain issues
  • Real rates are likely to stay low or dip further as the debt-to-GDP ratio increases

Lyn Alden, founder of Lyn Alden Investment Strategies, sat down with Blockworks during the Bretton Woods: The Realignment conference to discuss inflation, the housing market and what to expect from the Federal Reserve in the coming months. 

The higher prices that Americans are currently experiencing will not continue forever, she said, pointing to the rate of change we have seen in inflation readings recently. 

“People that lost purchasing power for the most part are not going to get that back, it was a stepwise increase in prices, but the rate of change of that inflation can cool off eventually,” Alden said. 

While we appear to be in a stagnant period for inflation numbers, there are some industries that have started to level out in terms of higher prices, Alden said, pointing to lumber and used cars. Rent prices will be a key area to watch in the next few months, she said. 

In terms of what to expect from the Fed, Alden said that it is important to keep an eye on the debt ceiling. As the Fed issues fewer treasury bills than they are spending, real yield rates are likely to remain low for the foreseeable future. 

Watch the full interview below. 

Are you a UK or EU reader that cant 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.

Tags

Decoding crypto and the markets. Daily, with Byron Gilliam.

Upcoming Events

Old Billingsgate

Mon - Wed, October 13 - 15, 2025

Blockworks’ Digital Asset Summit (DAS) will feature conversations between the builders, allocators, and legislators who will shape the trajectory of the digital asset ecosystem in the US and abroad.

recent research

Research Report Templates.png

Research

Content Delivery Networks (CDNs) represent low-hanging fruit in a massive market ripe for Web3-driven disruption. The global CDN market was valued at ~$28B in 2024, and is projected to surpass $140B by 2034, (18.75% CAGR) underscoring the immense demand for efficient content delivery.

article-image

With $30 million in funding and EverQuest’s creator at the helm, it’s possible, but not guaranteed

article-image

As Satoshi-era wallets saw over $8 billion worth of BTC on the move, Congress is gearing up for “Crypto Week”

article-image

Bitcoin’s runaway success was partly driven by Slashdot

article-image

Blockworks Research data shows that VC spending is back on the rise after a slow May

article-image

After rejecting a bid from the AI cloud-computing startup last year, Core Scientific agreed to be acquired in a deal expected to close by Q4 2025

article-image

Sponsored

Plume’s collaboration with TRON will unlock cross-chain RWA yield for one of the world’s largest blockchain ecosystems