Who Really Controls Global Money and Why Bitcoin Matters

Show Notes

This episode introduces one of Matthew’s most important new frameworks yet, comparing global monetary power across democracies and autocracies and what that balance means for Bitcoin. He opens by unveiling new charts that track the global monetary base across major geopolitical blocs, separating countries that broadly respect rule of law and private property from those that rely on repression and coercion. While total global base money peaked above 30 trillion dollars during COVID, it has since contracted to roughly 27 trillion among the major economies tracked, driven by inflation control and relative dollar strength. Matthew walks through how monetary power has shifted over time. Russia briefly reached nearly five percent of global central bank money before collapsing to under two percent following the global financial crisis and its own imperial ambitions. China’s share surged after 2000 but has stagnated since COVID. Meanwhile NATO aligned economies have regained share, reinforcing the idea that free systems still outperform over long horizons despite political noise. He then connects this analysis to Bitcoin and gold. Bitcoin continues to follow its power curve and sits between the 40th and 50th percentile near 90,000 dollars. Gold, by contrast, has surged to more than 2.4 times its long term trend, approaching historically rare territory. When Bitcoin is priced in gold, it sits below the 10th percentile, implying extreme relative cheapness. Porkopolis Economics - Episode 335 Chapters: 00:00:00 - Global Monetary Base: Democracy vs Autocracy 00:06:32 - Monetary Base and Bitcoin's Power Law 00:13:13 - Economic Consequences and Global Currency Trends 00:16:30 - Money Supply and GDP Analysis Charts 00:27:00 - Gold Reaches Historic $5,000 Milestone 00:28:38 - Gold Price Records and Long-Term Trends 00:34:20 - Bitcoin Gold Ratio Analysis and Price Targets 00:37:09 - Bitcoin's Role in Dollar Hegemony 00:42:15 - Bitcoin vs Gold: Asset Comparison and Future Value 00:46:52 - High Prices Drive Mining Profitability 00:50:43 - Bitcoin Network Revenue and Market Cycles 00:53:20 - Bitcoin Mining Revenue and Market Cycles 00:58:10 - Gold Holdings and Central Bank Strategy 01:01:11 - Global Economic Power Shifts and Currency Dominance 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