BTC224: Global Liquidity and Bitcoin w/ Matthew Mezinskis (Bitcoin Podcast)

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.

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