Crypto Voices

Matthew Mezinskis
undefined
Feb 1, 2023 • 22min

PE17: Power trend percentiles on bitcoin price

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the seventeenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 01:21 Centralized exchange problems in BTC history 05:20 Power regression trendline (95% R-squared) 07:07 1-sigma bands  07:50 2-sigma bands 08:27 Predictive trend 10:05 Log scale 11:06 Log-log scale 13:50 Finance is not a bell curve 20:27 Power trend summary Here we run and explain a power trendline over the last 13+ years of bitcoin price data, as well as 1-sigma and 2-sigma percentile bands around the trendline. Coefficients: y = a * x ^ b y = y-intercept * x ^ slope y = 6.12E-18 * x ^ 590% https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 31, 2023 • 1h 5min

CV143: Mark Yusko - Great stories

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the one hundred forty-third podcast episode from Crypto Voices. Show support appreciated: donations.cryptovoices.com Matthew interviews Mark Yusko from Morgan Creek Capital and Morgan Creek Digital. Superb episode, topic-packed with Mark's stories and thoughts on FTX, SBF, Bernie Madoff, Kevin O'Leary, Sequoia Capital, Jamie Dimon, Davos, the Winkelvosses, and Peter Thiel. Mark shares his investment thesis and continuing views on Bitcoin and the internet of value, and closes with some very heartwarming and inspiring words and even a couple basketball analogies. Links for more info:  https://twitter.com/MarkYusko https://www.morgancreekcap.com/ Show Sponsor: hodlhodl.com/join/cryptovoices Hosts: Matthew Mežinskis, Michel, Alec Harris Music: New Friend Music newfriendmusic.com/ Podcast & videos Bitcoin, privacy, cryptoeconomics & liberty Thanks for watching! https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 30, 2023 • 18min

PE16: Silver more valuable than gold? (IV)

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the sixteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 00:40 Gold-silver ratio: Prices 02:25 Gold-silver ratio: Ounces (mining) 05:15 Gold-silver ratio: Market capitalization 10:15 Exponential regression trendline (80% R-squared) 11:00 2-sigma moves down or up 15:30 Implications for the silver bugs? Here we look at three different gold-silver ratios over 520 years. The first is revisiting the gold-silver price ratio, the second is revisiting the gold-silver mining ratio, and the third is looking at the gold-silver capitalization ratio. Coefficients: y = a * EXP (b * x) y = y-intercept * EXP (slope * x) y = 0.8 * EXP (1.38% * x) https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 27, 2023 • 26min

PE15: Gold-silver ratios explained: Price vs. Mining (III)

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the fifteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 00:25 Gold-silver ratio: Prices 09:55 Gold-silver ratio: Ounces (mining) 17:15 All-time average (mining ratio) 20:10 Implications for the silver bugs? Here we look at two different gold-silver ratios over 520 years. The first is revisiting the gold-silver price ratio, and the second is the gold-silver mining ratio. https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 26, 2023 • 20min

PE14: How much gold is there? (II)

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the fourteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 00:30 Gold mining history 06:18 Silver mining history 10:02 Log scale 10:55 Compound annual growth summary 13:35 Industrialization 19:09 Compound annual growth summary Here we look at the cumulative mining production across the entire world for both gold and silver since 1800. https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 25, 2023 • 26min

PE13: Silver to the moon? Gold-silver ratio (I)

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the thirteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 00:50 What is the gold-silver ratio? 03:50 Gresham's Law 05:20 Last thousand years of gold-silver ratio 05:40 Last 50 years of gold-silver ratio 14:50 Power regression trendline (51% R-squared) 16:25 One sigma (66th percentiles) 17:30 Two sigma (95th percentiles) 21:17 Predictive trend 22:05 What about the silver bugs? Here we run and explain a power trendline, with percentiles, over the last 50+ years of the gold-silver ratio; that is, the last 50+ years of the gold price divided by the silver price (per troy ounce). Coefficients: y = a * x ^ b y = y-intercept * x ^ slope y = 14.3 * x ^ 25% https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 24, 2023 • 24min

PE12: Exponential trend percentiles on silver price

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the twelfth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 00:17 Silver briefly 04:10 Four basic trendlines 04:20 Exponential trendline on silver price (48% R-squared) 06:22 Hunt brothers 09:25 One sigma around trendline (66th percentile) 12:35 Two sigma around trendline (95th percentile) 20:30 What about the silver bulls? Here we run and explain an exponential trendline over the last 50+ years of silver price data, and run percentile bands (standard deviations) around the regression. Coefficients: y = a * EXP (b * x) y = y-intercept * EXP (slope * x) y = 3.55 * EXP (0.27% * x) https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 23, 2023 • 27min

PE11: Exponential trend percentiles on gold price

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the eleventh video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 01:30 Gold fits exponential trendline (75% R-squared) 02:20 'Brown's Bottom' 04:15 Exponential regression trendline 05:30 Standard deviation basics 06:34 Exponential regression trendline 07:50 One sigma around trendline (66th percentile) 13:10 Two sigma around trendline (95th percentile) 15:30 Log scale 24:41 Gold price suppression? 26:31 Compound annual growth rate of gold price (7.7%) Here we run and explain an exponential trendline over the last 50+ years of gold price data, and run percentile bands (standard deviations) around the regression. Coefficients: y = a * EXP (b * x) y = y-intercept * EXP (slope * x) y = 133 * EXP (0.41% * x) https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 20, 2023 • 32min

PE10: Power trendline on bitcoin price (VIII)

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the tenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 00:30 Four basic trendlines 00:58 Power regression formula 02:26 Diagram power trendline linear scale 03:17 Diagram power trendline log scale 05:25 Diagram power trendline log-log scale 07:50 Power regression trendline 09:53 Mean 12:15 R-squared (95%) 13:55 Predictive trend 16:44 Log scale 22:04 Log-log scale 25:45 Final summary of all four trends for bitcoin! Here we run and explain a power trendline over the last 13+ years of bitcoin price data. Coefficients: y = a * x ^ b y = y-intercept * x ^ slope y = 5.94E-18 * x ^ 591% https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.
undefined
Jan 19, 2023 • 19min

PE9: Power trendline on gold price (VII)

Check out show sponsor Coinkite: https://coinkite.com/ Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/ This is the ninth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast. Contents 00:00 Intro 00:55 Four basic trendlines 01:17 Power regression formula 02:37 Diagram power trendline linear scale 04:01 Power regression trendline 06:24 Mean 08:49 R-squared (70%) 09:48 Predictive trend 11:20 Final summary of all four trends for gold! Here we run and explain a power trendline over the last 50+ years of gold price data. Coefficients: y = a * x ^ b y = y-intercept * x ^ slope y = 9.76 * x ^ 71% https://porkopolis.io https://twitter.com/crypto_voices Show content is not investment or financial advice in any way.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app