Bitcoin vs. Gold: Why BTC Is Undervalued and What the Charts Reveal About the Next Bull Run

Show Notes

This episode explores Bitcoin’s current valuation through the lens of percentile bands and power curves, comparing it to both the U.S. dollar and gold. Right now, Bitcoin sits at the 50th percentile relative to gold—meaning it's trading at about 35 ounces of gold per coin—while historically trending around 60. Matthew shows how this signals undervaluation when measured against previous cycles, even with gold at all-time highs. Using detailed charts and historical data, we examine how Bitcoin has consistently surged from this middle range into the 90th percentile during bull markets. We also revisit Peter Schiff’s long-standing gold advocacy and why that position looks increasingly miscalculated when you factor in Bitcoin’s performance over time. The episode closes with reflections on Ukraine’s war effort, the rising drone warfare numbers, and recent youth protests that successfully reversed a major anti-corruption law. It’s a wide-ranging look at sound money, market cycles, and political resistance in a time of global volatility. Porkopolis Economics - Episode 253 Chapters: 00:00:05 - Bitcoin and Gold Market Analysis 00:05:11 - Bitcoin vs Gold: Market Trends Analysis 00:14:54 - Understanding Bitcoin's Long-Term Trends 00:18:37 - Gold vs Bitcoin Investment Trends 00:23:18 - Analyzing Market Trends and Nodes 00:26:30 - Bitcoin vs Gold Value Comparison 00:29:19 - Bitcoin vs Gold and Silver Valuation 00:33:44 - Protests and Democracy in Ukraine 00:39:13 - Impact of Historical Territorial Claims 00:43:37 - Impact of Soviet Investments on Baltic States 00:47:05 - Cost of War: Ukraine and Russia 00:51:17 - Gold vs Bitcoin Investment Insights 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