Gold’s Extreme Trend vs Bitcoin’s Power Curve Explained

Show Notes

Bitcoin, gold, and the Federal Reserve’s balance-sheet reality anchor this episode as Matthew breaks down why macro headlines, rate cuts, and Powell’s comments matter far less to Bitcoin’s long-term valuation than most people think. He walks through more than a century of Fed balance-sheet history, showing how exponential growth, not crisis narratives, explain the modern monetary system. Matthew highlights why the post-2008 era created a new regime entirely, one where the Fed’s balance-sheet growth behaves like an 9 percent CAGR trend with massive room to expand further. From there, he compares the Fed’s trajectory to gold’s explosive short-term run and explains why gold is now approaching the most extreme levels ever recorded relative to its long-term trend. Using both long-term and short-term trend fits, he shows why the recent “Peter Schiff curve” in gold is statistically unsustainable and why supply-and-demand constraints limit gold’s ability to maintain a 40 percent CAGR. Porkopolis Economics - Episode 294 Chapters: 00:00:00 - Fed Rate Cut and Long-Term Trend Analysis 00:03:32 - Fed Balance Sheet Growth and Monetary Policy 00:08:43 - Fed Balance Sheet Projections to 2050 00:10:27 - Fed Balance Sheet and Gold Price Trends Analysis 00:24:55 - S&P 500 Trend Analysis and Price Targets 00:31:17 - Bitcoin Power Curve vs Gold Trend Analysis 00:43:20 - Bitcoin's Valuation in Gold and Dollar Terms 00:48:37 - Gold Trending Double Above Historical Trend 00:52:08 - Bitcoin vs Gold: Comparing Long-Term Trends 01:11:19 - Bitcoin to Gold Ratio Three-Week Trend 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/62669228456017922