#596: Q4 2024 Monetary Base Update with Matthew Mežinskis
TFTC: A Bitcoin Podcast · Marty Bent
March 12, 20251h 50m
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Show Notes
<p>Marty sits down with Matthew Mežinskis to discuss the state of bitcoin's growth.</p>
<p>Matty on Twitter: <a href="https://x.com/1basemoney">https://x.com/1basemoney</a></p>
<p>Porkopolis Econ: <a href="https://www.porkopolis.io/">https://www.porkopolis.io/</a></p>
<p>0:00 - Intro</p>
<p>0:36 - SBR</p>
<p>10:01 - Self custody</p>
<p>20:45 - Fold & Bitkey</p>
<p>22:27 - Bitcoin % of monetary base</p>
<p>27:54 - Good ol' power trendline</p>
<p>34:25 - Unchained announcement</p>
<p>34:56 - Adoption S curve is misleading</p>
<p>52:50 - Fun with charts</p>
<p>56:46 - Monetary base growth comparison</p>
<p>1:00:46 - How the power curve reflects psychology</p>
<p>1:05:04 - Exponential decay</p>
<p>1:12:17 - Monetary base, repo markets and Luongo theory</p>
<p>1:31:37 - Money market funds</p>
<p>1:41:15 - Bitcoin price models</p>
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