The Four Year Cycle Is Not Broken | Matthew Mezinskis

Описание: "Statistically, right now, we are basically at the bottom. This is as cheap as Bitcoin gets."

Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices and one of the leading voices on Bitcoin's power law and global money supply data.

In this episode, we dig into why Bitcoin's quantile regression is showing we're scraping the absolute floor, why the four-year cycle is completely intact despite everyone calling it dead last year, and what the Fed's balance sheet actually tells us about where Bitcoin goes next.

In this episode:
• The Power Law: Why Bitcoin at $63k represents the cheapest level relative to trend in its entire history, and what the quantile regression is actually showing
• The Four-Year Cycle: How the 2024-2025 price action perfectly follows prior cycles despite the "cycle is dead" narrative.
• The 550k Projection: What the power law projects for Bitcoin by 2029-2030.

FOLLOW:
Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny
Matthew Mezinskis: https://x.com/1basemoney

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WEBSITE: https://www.whatbitcoindid.com/

TIMESTAMPS:
00:00:00 - Introduction
00:01:08 - What Is The Power Law And Why Bitcoin Is Different
00:06:45 - Bitcoin CAGR
00:17:54 - Why The Four-Year Cycle Is Completely Intact
00:25:04 - Are We Hammering Out A Bottom?
00:33:14 - Deep Value at $63k Bitcoin
00:40:27 - The Bullish Signal Most People Are Missing
00:42:42 - The 550k Projection For 2029-2030
00:47:53 - The Global Money Supply And What It Actually Tells Us
00:48:50 - The Fed Balance Sheet: What Bitcoiners Get Wrong
00:54:09 - Bitcoin Doesn't Need The Fed To Go Up
01:02:53 - US Debt Monetisation And Room To Print
01:09:04 - Bitcoin Vs The Magnificent 7
01:13:31 - Bitcoin As The Singularity

What Bitcoin Did with Danny Knowles

#bitcoin #finance #money #economy