ECB Gold vs Fed Policy: Why Bitcoin’s Power Law Still Holds

Show Notes

In this episode of Porkopolis Economics, the host analyzes the European Central Bank and Federal Reserve balance sheets, highlighting how gold revaluation is inflating the ECB’s balance sheet while the Fed still values gold at the outdated $42 per ounce Smithsonian rate. The discussion explores global liquidity, reverse repos, and central bank money supply trends, and why Bitcoin has recently moved independently of central bank balance sheet expansion. The episode also examines the Bitcoin power law model, arguing that Bitcoin volatility is declining over time and that long-term trend analysis offers better insight than traditional technical analysis like Elliott Wave corrections. Broader macro themes include credit markets, interest rates, and sovereign debt risks, with commentary on Canada’s housing market and global monetary realignment. Porkopolis Economics - Episode 360 Chapters: 00:00:00 - Intro 00:01:03 - ECB Balance Sheet and Gold Revaluation 00:26:57 - Canadian Housing Market and Financial Crisis 00:49:06 - Bitcoin Price Cycles and Bottoming Levels 00:55:48 - Ukraine's Anti-Corruption Reforms and Bitcoin Analysis 01:11:47 - Bitcoin Power Curve vs Stock Market Volatility 01:31:35 - Credit Markets and Bitcoin Power Law Analysis 01:45:31 - Central Banks and Bitcoin's Future Value 01:49:34 - Bitcoin Power Curve and Long-Term Trajectory 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.