#596: Q4 2024 Monetary Base Update with Matthew Mežinskis

TFTC: A Bitcoin Podcast · Mar 12, 2025 · 1h 50m

Marty sits down with Matthew Mežinskis to discuss the state of bitcoin's growth.

Matty on Twitter: https://x.com/1basemoney

Porkopolis Econ: https://www.porkopolis.io/

0:00 - Intro

0:36 - SBR

10:01 - Self custody

20:45 - Fold & Bitkey

22:27 - Bitcoin % of monetary base

27:54 - Good ol' power trendline

34:25 - Unchained announcement

34:56 - Adoption S curve is misleading

52:50 - Fun with charts

56:46 - Monetary base growth comparison

1:00:46 - How the power curve reflects psychology

1:05:04 - Exponential decay

1:12:17 - Monetary base, repo markets and Luongo theory

1:31:37 - Money market funds…