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

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