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 - Intro01:47 - Why Bitcoin serves as an "escape hatch" from centralized financial instability04:34 - How Bitcoin’s design ensures individual financial autonomy in a digital world06:26 - What historical economic patterns suggest about Bitcoin’s resilience13:47 - The most overlooked factors in Bitcoin valuation and price modeling18:48 - How stock-to-flow holds up today and alternative valuation frameworks20:39 - Key metrics for tracking global liquidity and Bitcoin’s role as a store of value28:38 - The significance of macro liquidity and its effect on Bitcoin’s adoption31:38 The impact of Layer-2 scaling solutions on Bitcoin’s liquidity43:44 - How Bitcoin’s fixed supply interacts with the need for liquidity in a digital economy44:12 - A bold 10-year prediction for Bitcoin’s role in reshaping global financeDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES
Porkopolis Economics website.
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