Bitcoin vs Global Money Supply and the Real Long Term Signal

Show Notes

This episode delivers Matthew’s most detailed look yet at the global money supply and how it compares to Bitcoin’s long term trajectory. He walks through newly expanded data that now covers more than 100 countries and over 70 currencies, giving the clearest picture so far of base money and broad money worldwide. Matthew explains that global base money currently sits near 27 trillion dollars while broad money is about 143 trillion dollars, though both are almost certainly understated due to missing euro dollar balances and shadow banking activity. He emphasizes that these numbers move slowly, are reported with long delays, and cannot reliably predict short term Bitcoin price movements. Matthew uses the new data to compare Bitcoin’s growth to both monetary aggregates and makes the case that the power curve remains the most accurate long term signal. Bitcoin rose sharply even during periods where central bank money supply was flat or falling, which shows the limits of using money supply charts to forecast price. He also explains why Bitcoin’s market cap as a share of global base money has grown faster than trend and why percent based regressions become less useful as Bitcoin’s size increases. Porkopolis Economics - Episode 305 Chapters: 00:00:00 - Global Money Supply Update and Bitcoin 00:12:07 - Money Multiplier and Monetary System Collapse 00:16:46 - Global Money Printing and Currency Devaluation Analysis 00:19:18 - Bitcoin Growth vs Global Money Supply 00:29:30 - Bitcoin Crossing Monetary Base by 2041 00:32:20 - Bitcoin vs Money Supply Analysis 00:44:09 - Money Supply and Bitcoin Price Predictions 00:50:16 - Don't Let Macro Worries Destroy Your Life 00:54:07 - Ukraine Will Be a Powerhouse 00:59:22 - Money Supply and Bitcoin Price Correlation 01:03:55 - Sovereign Central Banks Control Base Money Supply 01:08:38 - Canadian Dollar Bitcoin Analysis and Support Levels 01:15:55 - Canadian Dollar Exchange Rate Analysis 01:21:18 - Bitcoin Price vs Money Supply Analysis 01:34:35 - Why Inflation Is Inevitable in Modern Economics 01:37:40 - Global Money Supply Trending Back to Normal 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