Crypto Voices

By Matthew MezinskisSociety & Culture

Crypto Voices episodes

February 16, 2023 PE26: Decoding M3 - Institutional money supply USA (VI)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twenty-sixth installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
01:42 Money supply "stack"
06:37 Institutional time deposits
08:40 M3 non-M2 Total (Fed discontinued)
12:45 Institutional money market funds
16:45 Large time deposits % of M3 non-M2 Total
Here we look at the next level up for the United States money supply: the M3 money stock. Note that M2 is included in the M3 money supply; however, in this video we cover only the non-M2 monetary components. These next few videos will review how it is a challenge to reconstruct this data, since the Fed stopped publishing this money supply in February 2006.
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
19 min
February 15, 2023 PE25: Decoding M2 - Money supply USA (V)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twenty-fifth installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
01:30 Money supply "stack"
02:50 M0
03:37 M1
05:30 M2
09:24 M0 % of M2
11:00 Remember, fiduciary media
14:15 M1 % of M2
Here we look at the next level up for the United States money supply: the M2 money stock. In this video we are summing up all the components of the M2 money supply. (including M1).
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
27 min
February 14, 2023 PE24: Decoding M2 (Non-M1) - Money supply USA (IV)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twenty-fourth installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:30 Money supply "stack"
02:25 Savings deposits
09:00 M2 non-M1 Total
11:10 Retail money market funds
15:50 Small time deposits
20:10 Savings deposits % of M2 non-M1 Total
Here we look at the next level up for the United States money supply: the M2 money stock. Note that M1 is included in the M2 money supply; however, in this video we cover only the non-M1 monetary components.
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
25 min
February 13, 2023 CV145: Thomas Pacchia - PubKey Orange Pill
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the one hundred forty-fifth podcast episode from Crypto Voices.
Show support appreciated: donations.cryptovoices.com
Matthew and Alec interview Thomas Pacchia, founder and CIO of HODL Capital, and co-owner of the new bar with a Bitcoin flare in Manhattan, PubKey.
Thomas talks about what it's like owning a bar, with a family, and working to bring the people back out and Bitcoin to the masses in NYC. He also tells some excellent stories about his long career in Bitcoin. We finish reviewing the state of the market today and what to expect moving into the halving.
Links for more info:
https://twitter.com/tpacchia
https://twitter.com/PubKey_NYC
https://pubkey.bar/
Show Sponsor: hodlhodl.com/join/cryptovoices
Hosts: Matthew Mežinskis, Michel, Alec Harris
Music: New Friend Music newfriendmusic.com/
Podcast & videos
Bitcoin, privacy, cryptoeconomics & liberty
Thanks for watching!
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
1 hr 1 min
February 10, 2023 PE23: Decoding M1 - Money supply USA (III)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twenty-third installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:22 Money supply "stack"
03:30 M1 - Porkopolis reconstructed
05:30 M1 - Fed Fed discontinued
08:50 M0 - Cash outside bank vaults
09:10 Sight (demand) deposits
10:45 M0 Money vs. M1 Money
13:30 Do bitcoins fit in here? Only a little...
18:30 Remember, M0 is not the Monetary Base
19:54 Are demand deposits problematic?
Here we look at the classic "narrow money" supply: the M1 money stock, in the United States. We also compare the two components of M1 (M0 and demand deposits) and see what that tells us about the economy and monetary usage.
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
25 min
February 09, 2023 PE22: Decoding demand deposits - Money supply USA (II)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twenty-second installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:26 Vault cash
08:27 Sight (demand) deposits - Fed discontinued
15:25 Components of deposits in USA
17:15 Adjusting for CIPC
19:17 Sight (demand) deposits - Porkopolis reconstructed
24:05 Vault cash vs. Sight (demand) deposits
31:13 Not the first time we've seen this low ratio
32:55 What then for a bitcoin standard?
Here we look at the total supply of vault cash (physical currency inside bank vaults) versus the total outstanding balances of sight, or demand, deposits in the United States. There are some unfortunate discontinued publications we need to review here by the Federal Reserve, as well as reconstruct our own comparisons. The demand deposit supply is also a component of the second, basic level of the various "M supplies;" that is, a part of M1 Money.
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
36 min
February 08, 2023 PE21: Decoding physical cash - M0 USA (I)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twenty-first installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:20 Dollar briefly
01:40 History of "Money Supply" curves
02:50 Total physical currency supply
05:35 Physical currency supply outside bank vaults (M0)
06:50 Physical currency % M0 vs. Total
10:40 Be careful of M0 Money vs. Monetary Base!
12:45 More to come and summary
Here we look at the total physical currency supply of the United States dollar, and compare how much is outside of banks (M0) versus how much is inside banks (vault cash). This is also the first level, basic money supply that makes up the various "M supplies;" that is, M0 through M4, etc.
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
14 min
February 07, 2023 PE20: Dollar-Swissy: 60-year history
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twentieth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:20 Switzerland and CHF briefly
01:10 Dollar best-looking horse in glue factory?
05:55 Switzerland no longer requiring gold holdings
08:38 Linear regression line (70% R-squared)
10:35 1-sigma move
10:50 2-sigma move
12:47 Final thoughts on gold
Here we run and explain a linear trendline over the last 60 years of Dollar-Swissy exchange rate data.
Coefficients:
y = a + b * x
y = y-intercept + slope * x
y = 2.55 - 0.32% * x
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
14 min
February 06, 2023 PE19: Gold, silver, and bitcoin by market cap
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the nineteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:20 Gold market cap
04:18 Silver market cap
09:03 Bitcoin market cap
09:47 Silver vs. Bitcoin
13:39 Gold exponential trendline (86% R-squared)
14:46 Silver exponential trendline (66% R-squared)
17:10 Bitcoin power trendline (96% R-squared)
20:48 Predictive trendlines
24:00 Log scale
Here we compare the market capitalizations of gold, silver, and bitcoin, while running and predicting their exponential (for gold and silver) as well as power (for bitcoin) regression trendlines.
Gold coefficients:
y = a * EXP (b * x)
y = y-intercept * EXP (slope * x)
y = 3.32E+11 * EXP (0.56% * x)
Silver coefficients:
y = a * EXP (b * x)
y = y-intercept * EXP (slope * x)
y = 9.15E+10 * EXP (0.40% * x)
Bitcoin coefficients:
y = a * x ^ b
y = y-intercept * x ^ slope
y = 3.97E-13 * x ^ 658%
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
29 min
February 03, 2023 CV144: National debt history - USA
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the one hundred forty-fourth podcast episode from Crypto Voices.
Show support appreciated: donations.cryptovoices.com
Matthew and Alec review the US federal debt (and the limit) throughout the last 120 years.
Contents
00:00 Intro
02:00 US national debt history
56:50 Privacy update
Links for more info:
https://fsapps.fiscal.treasury.gov/dts/files/23020100.pdf
Show Sponsor: hodlhodl.com/join/cryptovoices
Hosts: Matthew Mežinskis, Michel, Alec Harris
Music: New Friend Music newfriendmusic.com/
Podcast & videos
Bitcoin, privacy, cryptoeconomics & liberty
Thanks for watching!
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
1 hr 14 min