Bitcoin vs Everything: Why the Dollar Still Dominates (for Now)

Show Notes

In this data-driven episode, Matthew walks through updated trendline analysis for major macroeconomic benchmarks—global money supply, U.S. GDP, stock markets, gold, and Bitcoin. With log-scale precision, he illustrates why the dollar still reigns despite global currency inflation, and how Bitcoin’s long-term trendline continues to outperform every asset—even with declining growth rates. Matthew explains how global central bank monetary bases have declined 16% in dollar terms since their 2021 peak but only slightly in native currencies, revealing key FX implications. He also compares real GDP trends (5.9% growth since 1969) with asset performance: U.S. stocks (7.3%), stocks with dividends (9.3%), and Bitcoin (declining from hundreds of % returns to ~42–45% now). The analysis digs into the “dollar milkshake” effect, debt trends, and why strategic reserves of BTC could enhance U.S. financial credibility. From EU trade tension to Bretton Woods 3.0 speculation, the episode ties geopolitics back to hard macro data and explains what might come next. Porkopolis Economics - Episode 213 Chapters: 00:00:00 - Market Trends and Central Bank Valuations 00:02:30 - Global Monetary Trends and Analysis 00:07:49 - Currency Trends and Inflation Analysis 00:12:26 - Trends in GDP and Stock Market 00:28:25 - Bitcoin vs Gold: Market Dynamics 00:34:11 - Gold's Best Performance in Decades 00:36:18 - Understanding Gold and Bitcoin Trends 00:46:48 - Bitcoin Cash Forks and Market Trends 00:51:03 - Bitcoin vs Gold Doubling Trends 00:56:54 - Bitcoin Trends and Market Timing 00:59:57 - Bitcoin's Resilience Against Economic Changes 01:05:22 - U.S. Debt and Treasury Holdings Analysis 01:14:05 - Impact of Currency on Financial Stability 01:18:51 - Trump's Influence on Interest Rates 01:23:23 - China's Impact on Global Manufacturing Jobs 01:26:38 - Eastern Europe's Security Concerns 01:30:21 - Military Tensions and Economic Implications 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