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
1:41:15 - Bitcoin price models
Shoutout to our sponsors:
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