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TFTC: A Bitcoin Podcast

TFTC: A Bitcoin Podcast

#774: Quarterly Monetary Base Update with Matthew Mežinskis

Jul 25, 2026 · 1h 44m

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About this episode

Bitcoin analyst Matthew Mezinskis joins the show to defend the power law model against recent criticism, arguing the curve remains intact and Bitcoin is trading near historical lows relative to its trend. He breaks down why exponential models fail to capture Bitcoin’s network growth, compares the power curve to stock-to-flow and Plan B projections, and examines global monetary base expansion, Fed balance sheet trends, and the intersection of Bitcoin’s scalable growth with TradFi’s volatile exponential debt. The discussion covers log periodic cycle analysis, generational buying levels, and what happens when Bitcoin’s power trend collides with fiat’s unsustainable compounding. Matthew on X:…