4.8 • 764 Ratings
🗓️ 12 March 2025
⏱️ 110 minutes
🧾️ Download transcript
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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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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