Lyn Alden predicts the Federal Reserve will gradually expand its balance sheet due to repo market stress and increased Treasury demands, injecting liquidity into the financial system. Despite robust GDP figures, underlying economic fragility is evident with weak capital expenditures and consumer demand across most sectors. The market sentiment remains mixed, as indicated by the fear and greed index, with certain altcoins gaining attention during risk-on periods. Bitcoin's recent pullback is attributed to a reduction in leverage, while gold prices have surged past $4,000, driven by sovereign diversification strategies.