Bitcoin, Money Supply Myths, and Global Information War

Show Notes

Bitcoin market structure, money supply mechanics, and global information warfare define this wide ranging episode. Matthew opens with Bitcoin trading calmly near the median of the power curve, emphasizing that price behavior remains statistically normal despite heightened geopolitical tension. He explains why recent consolidation does not signal weakness, noting that Bitcoin has spent nearly two years moving within a relatively stable band while maintaining long term power law growth. While the idea that market cycles may be ending is gaining traction, he remains cautious and prefers to wait for sustained confirmation through mid year. The discussion then turns to money supply analysis. Matthew walks through the full U.S. monetary stack, explaining why Bitcoin should be compared to the Federal Reserve balance sheet rather than broad aggregates like M2 or M3. He shows that Bitcoin has continued rising even as the Fed balance sheet has contracted, undermining claims that short term liquidity changes can predict Bitcoin price movements. Using reconstructed M3 data, he demonstrates how broad money growth often fails to align with Bitcoin performance over short windows, reinforcing that money supply based price predictions are unreliable. Porkopolis Economics - Episode 329 Chapters: 00:00:00 - Bitcoin Power Law and Market Cycles Analysis 00:07:11 - Bitcoin vs Fiat Money Supply Comparison 00:11:07 - Understanding M1, M2, and M3 Money Supply 00:13:57 - Eurodollars and Offshore Money Markets Explained 00:16:30 - Understanding Repo Market and Leverage Money 00:18:52 - Bitcoin vs Fed Balance Sheet Comparison 00:21:52 - Money Supply and Bitcoin's Inverse Relationship 00:26:45 - Bitcoin and Money Supply Correlation Analysis 00:32:41 - Bitcoin Growth Cycles and PMI Analysis 00:38:15 - Cryptocurrency Market Analysis and Exponential Growth 00:40:59 - Microwave Weapons and Geopolitical Distractions 00:46:32 - Western Values and the Woke Right Problem 00:48:27 - Russia's Propaganda and the Orthodox Church Connection 00:51:08 - State Weaponization and Information Warfare 00:52:45 - Bitcoin Price Prediction and Power Curve Analysis 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