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TFTC: A Bitcoin Podcast

#596: Q4 2024 Monetary Base Update with Matthew Mežinskis

TFTC: A Bitcoin Podcast

TFTC: A Bitcoin Podcast

Technology

4.8764 Ratings

🗓️ 12 March 2025

⏱️ 110 minutes

🧾️ Download transcript

Summary

Marty sits down with Matthew Mežinskis to discuss the state of bitcoin's growth.


Matty on Twitter: https://x.com/1basemoney

Porkopolis Econ: https://www.porkopolis.io/


0:00 - Intro

0:36 - SBR

10:01 - Self custody

20:45 - Fold & Bitkey

22:27 - Bitcoin % of monetary base

27:54 - Good ol' power trendline

34:25 - Unchained announcement

34:56 - Adoption S curve is misleading

52:50 - Fun with charts

56:46 - Monetary base growth comparison

1:00:46 - How the power curve reflects psychology

1:05:04 - Exponential decay

1:12:17 - Monetary base, repo markets and Luongo theory

1:31:37 - Money market funds

1:41:15 - Bitcoin price models


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Transcript

Click on a timestamp to play from that location

0:00.0

You've had a dynamic where money has become freer than free.

0:10.0

If you talk about a Fed just gone nuts, all the central banks going nuts.

0:16.0

So it's all acting like safe haven.

0:18.0

I believe that in a world where central bankers are tripping over themselves to devalue their currency,

0:24.4

Bitcoin wins.

0:25.3

In the world of fiat currencies, Bitcoin is the victor.

0:29.2

I mean, that's part of the bold case for Bitcoin.

0:31.9

If you're not paying attention, you probably should be.

0:36.3

My daughter just got home from school, but she'll be all right.

0:42.3

Well, it's a Friday, Friday afternoon in Latvia.

0:46.3

Children come home from school. It's the weekend.

0:49.3

We've got an executive order in the United States officially signed designating Bitcoin as a strategic reserve asset of the United States federal government.

1:01.0

Very fitting morning to be speaking with you, Mr. Majynxas.

1:06.0

Because of the executive order.

1:08.0

I don't know.

1:09.0

You got a...

1:10.0

Congratulations, Marty. I don't know. You got a. Congratulations, Marty.

1:14.0

I always enjoy these quarterly chats mostly to come on and talk about my love for Bitcoin and also my love for Ukraine and lose you a few subscribers in the process.

1:27.1

People love it.

1:28.2

It's a...

1:29.4

Do they? Do they love Ukraine?

1:30.8

It is split down the middle. If you, I don't know if you read the comments section.

...

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