Bitcoin, Global Power Shifts, and the Long Horizon

Show Notes

This episode moves beyond short term price action and places Bitcoin inside a broader historical and geopolitical context. Matthew begins by acknowledging heightened political turbulence across Europe and the United States and explains why moments like these often distort market perception. He revisits Bitcoin’s power curve and shows that despite recent weakness, price remains within statistically normal bounds. While downside scenarios exist, Bitcoin’s valuation in gold terms is at one of the lowest percentile readings ever observed, signaling an extreme divergence between monetary assets. Matthew then focuses on global base money, which is now estimated below 25 trillion dollars and sits far under its long term trend. He explains why most comparisons between Bitcoin and money printing are flawed and outlines a more rigorous framework using Bitcoin’s price power curve combined with its fixed supply schedule. Using this approach, he maps a range of potential convergence points between Bitcoin and the global monetary base, with realistic outcomes clustering between the late 2030s and early 2040s. The second half of the episode turns sharply toward geopolitics. Matthew discusses Europe’s security concerns, historical memory of invasion, and the growing disconnect between democratic values and modern information warfare. He argues that Bitcoin’s relevance increases in environments where political alignment fractures and trust erodes. The episode closes with a reminder that volatility is the cost of long term opportunity, and that trend driven discipline matters most during unstable times. Porkopolis Economics - Episode 312 Chapters: 00:00:04 - Bitcoin Power Curve and Global Money Supply Analysis 00:07:24 - Bitcoin Market Cap Projection to 2040-2041 00:09:45 - Bitcoin's Growth Potential Against Monetary Base 00:14:02 - Bitcoin's Long-Term Trend Analysis 00:17:25 - Bitcoin vs Central Bank Balance Sheets by 2035 00:20:45 - Texas Bentley's Death and Russia's Aggression 00:23:02 - Churchill's Role in World War II 00:26:12 - Pardoning Samurai and Political Freedom Values 00:32:13 - Market Reality Check on Bitcoin Volatility 00:35:57 - Gaslighting, Ukraine Security, and Bitcoin Freedom 00:39:05 - Power Law and Long-Term Volatility Predictions Show Sponsor: Debifi - https://debifi.com/ Donations to Porkopolis Economics via BTCPay are appreciated: https://donations.porkopolis.io/ Porkopolis Economics covers macroeconomics, money, geopolitics and sports from the creator of the Crypto Voices podcast, Matthew Mezinskis. Data-driven. Scale matters. Smaller, decentralized states means more opportunity for liberty than larger ones. Host: Matthew Mezinskis https://porkopolis.io https://x.com/1basemoney Show content is not investment or financial advice in any way. 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/6266922845601792