Gold’s Surge Cannot Last and Bitcoin Shows Why

Show Notes

This episode focuses on gold’s rapid rally, the role of central banks, and the long-term power curve that continues to anchor Bitcoin’s valuation. Matthew reviews gold’s history since it began freely floating in 1971 and shows how the metal has never moved outside its historical channel for long. Gold’s long-term growth rate is about 5.3 percent, yet its recent acceleration has pushed it far above trend. Matthew examines the popular short-term model that implies a 41 percent annual growth rate and a very high R-squared. He explains why this projection looks impressive on a chart but breaks down immediately when compared to real world supply constraints and central bank buying. Porkopolis Economics - Episode 295 Chapters: 00:00:00 - Bitcoin vs Gold: Historical Price Trends 00:03:43 - Central Banks and Gold Reserve Holdings 00:08:35 - Gold Reserves: Who Really Holds the Most 00:11:35 - Central Banks Gold Purchases: East vs West 00:13:11 - Government Gold Reserves Hit 4.7 Trillion 00:17:45 - Central Bank Gold Buying vs Price Growth 00:21:50 - Gold Price Compounding Effects and Market Limits 00:27:08 - Bitcoin's Gold Ratio and Market Trends 00:41:25 - Federal Reserve Gold Valuation Discrepancy 00:56:30 - Bitcoin Fees Show No Spike at All-Time High 01:00:12 - Gold Price Trends and Sustainability 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. 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/6266922845601792