We Study Billionaires - The Investor’s Podcast Network BTC224: Global Liquidity and Bitcoin w/ Matthew Mezinskis (Bitcoin Podcast)
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Mar 5, 2025 
Matthew Mezinskis, an expert on global liquidity, delves into Bitcoin's unique design and its role as a safeguard against centralized financial risks. He discusses Bitcoin's price modeling, including stock-to-flow analysis, and how macroeconomic trends influence its value. The conversation highlights the impact of global liquidity, Bitcoin's potential as a store of value, and the significance of Layer-2 solutions in enhancing liquidity. Matthew also shares a bold prediction about Bitcoin's transformative role in the future of global finance.
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Bitcoin Stagnation
- Bitcoin's stagnation might correlate with reduced global liquidity since the US election.
- The dollar's strength and other currencies' weakness contribute to this phenomenon.
Global Tightening
- Global central banks are tightening their belts, reducing liquidity to combat inflation.
- Despite this, the US dollar remains strong due to global uncertainty and a flight to safety.
Bitcoin Adoption
- Bitcoin's price is driven by adoption, not short-term fiscal or monetary policy.
- Its power curve growth makes it vastly superior to traditional assets, regardless of market conditions.
