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Show Notes
In this episode of Porkopolis Economics, Matthew analyzes the Federal Reserve’s balance sheet expansion and its relationship to Bitcoin’s long-term price behavior. Using new charting tools and historical data, he explains how the Fed’s balance sheet grew from under $1 trillion before the 2008 financial crisis to nearly $9 trillion following pandemic-era stimulus. He compares major monetary events, including the Global Financial Crisis, the repo crisis of 2019, and pandemic money printing, showing how central banks intervene to stabilize financial markets. Despite these interventions, Matthew argues that Bitcoin does not move in perfect correlation with money supply, often rising even while the Federal Reserve reduces liquidity. Porkopolis Economics - Episode 359 Chapters: 00:00:00 - Intro 00:01:00 - Federal Reserve Balance Sheet Explained 00:04:11 - Federal Reserve Balance Sheet and Bitcoin Independence 00:12:03 - Federal Reserve Debt Monetization and Bitcoin 00:15:50 - Federal Reserve's Monetary Base and Policy Tools 00:18:24 - Central Bank Balance Sheets and Bitcoin 00:22:56 - Bitcoin at Historic Low Levels 00:25:26 - Bitcoin Price Analysis and Growth Trends 00:28:18 - Bitcoin Price Recovery Patterns Through History 00:29:49 - Bitcoin Price Predictions and Volatility Analysis 00:33:25 - Bitcoin Support Levels and Market Analysis 00:37:57 - Bitcoin Undervalued Against Gold 00:41:49 - Bitcoin's Gold Ratio Floor Prediction 00:44:04 - Bitcoin's Four-Year Cycle and Price Projections 00:51:27 - Bitcoin Price Cycles and Long-Term Patterns 00:56:08 - Bitcoin's Power Curve Against Base Money 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. #bitcoin #economics
