How Bitcoin Compares to Gold, the S&P 500, and Fedwire

Show Notes

Matt's zooming out again - this time updating his side-by-side comparisons between Bitcoin, the S&P 500, gold, and Fedwire. If you’re trying to get a sense of just how early Bitcoin still is, this is the episode. Market cap, daily settlement volume, volatility, it’s all on the table. He walks through how much value Bitcoin is moving versus other financial rails, how its volatility has shifted (spoiler: it’s calming down), and why it still remains far behind in scale compared to legacy systems. But the trajectory? It’s climbing. Quietly, steadily, and in some ways more predictably than most people realize. This one’s less about daily price action and more about big-picture positioning. Whether you're trying to anchor your expectations or just want a refresh on where Bitcoin stands in the global stack, Matt lays it out with clean comparisons and no fluff. Porkopolis Economics - Episode 281 Chapters: 00:00:00 Weekend Recap and Bitcoin’s New High 00:01:30 Bitcoin’s Power Curve and Why It Still Matters 00:03:12 Understanding Percentiles and Trend Strength 00:05:06 Removing the “Maalox Moments” from Bitcoin Investing 00:06:27 Gold Comparison: Why Bitcoin Remains Undervalued 00:09:02 Bitcoin’s PSR and Signs of a Hot Market 00:13:06 U.S. Debt, Inflation, and the Illusion of Stability 00:14:38 The iPhone Example: Why Bitcoin Deflates Prices Over Time 00:17:37 The Debt Curve, Gold Bugs, and Bitcoin’s Long-Term Edge 00:22:01 Fee Market Insights and Network Health Indicators 00:25:21 Why Fees Matter for Spotting Bitcoin Tops 00:33:09 U.S. Money Supply, Fed Repos, and Market Liquidity 00:36:39 Why 2–3x Growth Still Looks Realistic 00:43:25 Bitcoin vs. Gold: The 10x Potential Gap 00:47:42 Long-Term Adoption and the Power of Time 00:53:00 Why Regulators Fear the Bitcoin Log Chart 00:55:32 Inflation vs. Deflation: Why Bitcoin Wins Over Time 01:03:04 Bond Yields, Inflation Assets, and Bitcoin Cycles 01:10:00 Digital IDs, Privacy, and The Matrix Effect 01:11:28 Billion-Dollar Bitcoin? Why That’s Unrealistic 01:14:27 Purchasing Power Parity and Economic Myths 01:50:42 The Global Balance Sheet Explained 01:56:15 How Bitcoin Might React to the Next Financial Crisis 02:05:07 Revisiting Bitcoin’s Trend vs. Gold and the $360K Scenario 02:12:33 Bitcoin Nears a New Milestone vs. Cash in Circulation 02:17:27 Final Thoughts: Power Curve, Patience, and Perspective 02:18:46 Closing Remarks and Support Message 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