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

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 5 March 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

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: Netsuite SimpleMining CFI Education Unchained Hardblock Found Fintool The Bitcoin Way Shopify Vanta Onramp PrizePicks TurboTax Fundrise Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.7	Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast.
0:06.8	On today's show, I'm really excited to welcome back a super talented guest, Matthew Mishinsky,
0:11.6	who's an expert on global liquidity flows and the impact to broader market conditions.
0:16.7	During the show, we talk about the enormous amount of tightening that has happened since the
0:20.1	COVID wave of liquidity and what it might mean for the rest of this year.
0:23.6	So without further delay, here's my chat with Matthew.
0:30.5	Celebrating 10 years.
0:32.4	You are listening to Bitcoin Fundamentals by the Investors Podcast Network.
0:37.1	Now for your host, Preston Pish.
0:43.4	Hey everyone, welcome to the show. I'm here back with Matthew and I'm pretty excited to have this
0:54.0	conversation because I have some
0:55.1	very genuine questions. I want to ask you about what's going on with the macro liquidity and
1:01.2	just Bitcoin landscape. So Matthew, welcome back to the show. Thank you, Preston. Good to be back
1:06.6	and always happy to talk Bitcoin and money with you. So, Matthew, this is where I want to start.
1:11.7	I have this very generic, and I think I showed this to you last time you were on, I have
1:15.5	this very generic global M2 chart that helps me think through whether liquidity is being
1:23.1	added into the system or taken out of the system, but it's not anything near. And I'm bringing
1:28.6	it up on the screen right now so you can see this. But this isn't anywhere as near well done as
1:35.1	like what you do when you're looking at global liquidity. But when I'm looking at this, and this
1:40.0	is kind of the view over the last 10 years for people that are on YouTube, it's just basically a chart that goes from the bottom
1:46.0	left to the top right, showing how the money supply, the Fiat money supply just has to keep
	...

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