Crypto Voices

By Matthew MezinskisSociety & Culture

Crypto Voices episodes

February 02, 2023 PE18: Evolution of the bitcoin power trendline
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the eighteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
02:13 Current, all-time power trendline (95% R-squared)
06:50 Power trendline through 2010
12:50 Power trendline through 2013
18:35 Power trendline through 2016
26:40 Power trendline through 2019
29:10 Overall trendline price evolution
Here we run and explain a power trendline over the last 13+ years of bitcoin price data, and compare this all-time trend with those trendlines drawn from 2010 data, data up to 2013, up to 2016, and up to 2019.
Coefficients:
y = a * x ^ b
y = y-intercept * x ^ slope
y = 6.13E-18 * x ^ 590%
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
33 min
February 01, 2023 PE17: Power trend percentiles on bitcoin price
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the seventeenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
01:21 Centralized exchange problems in BTC history
05:20 Power regression trendline (95% R-squared)
07:07 1-sigma bands
07:50 2-sigma bands
08:27 Predictive trend
10:05 Log scale
11:06 Log-log scale
13:50 Finance is not a bell curve
20:27 Power trend summary
Here we run and explain a power trendline over the last 13+ years of bitcoin price data, as well as 1-sigma and 2-sigma percentile bands around the trendline.
Coefficients:
y = a * x ^ b
y = y-intercept * x ^ slope
y = 6.12E-18 * x ^ 590%
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
22 min
January 31, 2023 CV143: Mark Yusko - Great stories
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-third podcast episode from Crypto Voices.
Show support appreciated: donations.cryptovoices.com
Matthew interviews Mark Yusko from Morgan Creek Capital and Morgan Creek Digital.
Superb episode, topic-packed with Mark's stories and thoughts on FTX, SBF, Bernie Madoff, Kevin O'Leary, Sequoia Capital, Jamie Dimon, Davos, the Winkelvosses, and Peter Thiel.
Mark shares his investment thesis and continuing views on Bitcoin and the internet of value, and closes with some very heartwarming and inspiring words and even a couple basketball analogies.
Links for more info:
https://twitter.com/MarkYusko
https://www.morgancreekcap.com/
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 5 min
January 30, 2023 PE16: Silver more valuable than gold? (IV)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the sixteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:40 Gold-silver ratio: Prices
02:25 Gold-silver ratio: Ounces (mining)
05:15 Gold-silver ratio: Market capitalization
10:15 Exponential regression trendline (80% R-squared)
11:00 2-sigma moves down or up
15:30 Implications for the silver bugs?
Here we look at three different gold-silver ratios over 520 years. The first is revisiting the gold-silver price ratio, the second is revisiting the gold-silver mining ratio, and the third is looking at the gold-silver capitalization ratio.
Coefficients:
y = a * EXP (b * x)
y = y-intercept * EXP (slope * x)
y = 0.8 * EXP (1.38% * x)
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
19 min
January 27, 2023 PE15: Gold-silver ratios explained: Price vs. Mining (III)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the fifteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:25 Gold-silver ratio: Prices
09:55 Gold-silver ratio: Ounces (mining)
17:15 All-time average (mining ratio)
20:10 Implications for the silver bugs?
Here we look at two different gold-silver ratios over 520 years. The first is revisiting the gold-silver price ratio, and the second is the gold-silver mining ratio.
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
26 min
January 26, 2023 PE14: How much gold is there? (II)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the fourteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:30 Gold mining history
06:18 Silver mining history
10:02 Log scale
10:55 Compound annual growth summary
13:35 Industrialization
19:09 Compound annual growth summary
Here we look at the cumulative mining production across the entire world for both gold and silver since 1800.
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
20 min
January 25, 2023 PE13: Silver to the moon? Gold-silver ratio (I)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the thirteenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:50 What is the gold-silver ratio?
03:50 Gresham's Law
05:20 Last thousand years of gold-silver ratio
05:40 Last 50 years of gold-silver ratio
14:50 Power regression trendline (51% R-squared)
16:25 One sigma (66th percentiles)
17:30 Two sigma (95th percentiles)
21:17 Predictive trend
22:05 What about the silver bugs?
Here we run and explain a power trendline, with percentiles, over the last 50+ years of the gold-silver ratio; that is, the last 50+ years of the gold price divided by the silver price (per troy ounce).
Coefficients:
y = a * x ^ b
y = y-intercept * x ^ slope
y = 14.3 * x ^ 25%
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
26 min
January 24, 2023 PE12: Exponential trend percentiles on silver price
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the twelfth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:17 Silver briefly
04:10 Four basic trendlines
04:20 Exponential trendline on silver price (48% R-squared)
06:22 Hunt brothers
09:25 One sigma around trendline (66th percentile)
12:35 Two sigma around trendline (95th percentile)
20:30 What about the silver bulls?
Here we run and explain an exponential trendline over the last 50+ years of silver price data, and run percentile bands (standard deviations) around the regression.
Coefficients:
y = a * EXP (b * x)
y = y-intercept * EXP (slope * x)
y = 3.55 * EXP (0.27% * x)
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
24 min
January 23, 2023 PE11: Exponential trend percentiles on gold price
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the eleventh video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
01:30 Gold fits exponential trendline (75% R-squared)
02:20 'Brown's Bottom'
04:15 Exponential regression trendline
05:30 Standard deviation basics
06:34 Exponential regression trendline
07:50 One sigma around trendline (66th percentile)
13:10 Two sigma around trendline (95th percentile)
15:30 Log scale
24:41 Gold price suppression?
26:31 Compound annual growth rate of gold price (7.7%)
Here we run and explain an exponential trendline over the last 50+ years of gold price data, and run percentile bands (standard deviations) around the regression.
Coefficients:
y = a * EXP (b * x)
y = y-intercept * EXP (slope * x)
y = 133 * EXP (0.41% * x)
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
28 min
January 20, 2023 PE10: Power trendline on bitcoin price (VIII)
Check out show sponsor Coinkite: https://coinkite.com/
Donations to Porkopolis Economics via BTCPay appreciated: https://donations.porkopolis.io/
This is the tenth video installment from Porkopolis Economics, covering macro and money, from the creator of the Crypto Voices podcast.
Contents
00:00 Intro
00:30 Four basic trendlines
00:58 Power regression formula
02:26 Diagram power trendline linear scale
03:17 Diagram power trendline log scale
05:25 Diagram power trendline log-log scale
07:50 Power regression trendline
09:53 Mean
12:15 R-squared (95%)
13:55 Predictive trend
16:44 Log scale
22:04 Log-log scale
25:45 Final summary of all four trends for bitcoin!
Here we run and explain a power trendline over the last 13+ years of bitcoin price data.
Coefficients:
y = a * x ^ b
y = y-intercept * x ^ slope
y = 5.94E-18 * x ^ 591%
https://porkopolis.io
https://twitter.com/crypto_voices
Show content is not investment or financial advice in any way.
32 min