Analyzing Global Monetary Growth and Its Implications

In this episode, Preston and Matthew dive deep into Bitcoin’s design, its ability to protect financial autonomy, and the macroeconomic trends shaping its value.

Matthew breaks down Bitcoin price models, stock-to-flow analysis, and the role of global liquidity. They also explore the impact of Layer-2 solutions and make bold predictions about Bitcoin’s future in global finance.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - Why Bitcoin serves as an "escape hatch" from centralized financial instability

04:34 - How Bitcoin’s design ensures individual financial autonomy in a digital world

06:26 - What historical economic patterns suggest about Bitcoin’s resilience

13:47 - The most overlooked factors in Bitcoin valuation and price modeling

18:48 - How stock-to-flow holds up today and alternative valuation frameworks

20:39 - Key metrics for tracking global liquidity and Bitcoin’s role as a store of value

28:38 - The significance of macro liquidity and its effect on Bitcoin’s adoption

31:38 The impact of Layer-2 scaling solutions on Bitcoin’s liquidity

43:44 - How Bitcoin’s fixed supply interacts with the need for liquidity in a digital economy

44:12 - A bold 10-year prediction for Bitcoin’s role in reshaping global finance

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Porkopolis Economics website.
• Matthew's X Account.
• Check out all the books mentioned and discussed in our podcast episodes here.
• Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
• Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
• Check out our Bitcoin Fundamentals Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
• Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

• SimpleMining
• Hardblock
• AnchorWatch
• Unchained
• Human Rights Foundation
• Onramp
• Fundrise
• Vanta
• Netsuite
• Shopify

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm