Bitcoin's Most Accurate Model Reveals Exactly When Bitcoin Hits $22M | Matthew Mežinskis

12 days ago
75

Matthew Mežinskis returns to break down Bitcoin's power curve and why recent price drops shouldn't shake your conviction. With Bitcoin pulling back from recent highs, Marty and Matthew examine the data behind network effect adoption and compare it to flawed models like stock-to-flow. They discuss Japanese bond market turmoil, the yen carry trade, ETF demand, and why understanding Bitcoin's sustainable growth trajectory matters more than short-term volatility. Matthew walks through his charts showing where we currently sit on the power curve and why patience beats panic.

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0:00 - Intro
0:43 - We’re cooked
5:54 - Trump lacks a unifying message
12:26 - SLNT & Unchained
14:27 - H1B madness and ktichen table approach
25:26 - Boomers and the day of the pillow
34:19 - SOTE
35:48 - Trump missed the dictator window
52:02 - Policy recommendations
59:44 - The donor class
1:04:39 - Never doom
1:11:01 - Advice to zoomers

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