2025-03-05
1 小时 2 分钟You're listening to tip.
Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast.
On today's show, I'm really excited to welcome back a super talented guest, Matthew Mashinskas, who's an expert on global liquidity flows and the impact of broader market conditions.
During the show we talk about the enormous amount of tightening that has happened since the COVID wave of liquidity and what it might mean for the rest of this year.
So without further delay, here's my chat with Matthew Foreign.
Celebrating 10 years.
You are listening to Bitcoin Fundamentals by the Investors Podcast network Now for your host, Preston Pysh.
Hey everyone, welcome to the show.
I'm here back with Matthew and I'm pretty excited to have this conversation because I have some very genuine questions I want to ask you about what what's going on with the macro liquidity and just bitcoin landscape.
So Matthew, welcome back to the show.
Thank you Preston.
Good to be back and always happy to talk bitcoin and money with you.
So Matthew, this is where I want to start.
I have this very generic and I think I showed this to you last time you were on.
I have this very generic global M2 chart that helps me think through like whether liquidity is being added into the system or taken out of the system.
But it's not anything near.
And I'm bringing it up on the screen right now so you can see this, but this isn't anywhere as near well done as like what you do when you're looking at global liquidity.
But when I'm looking at this, and this is kind of the view over the last 10 years for people that are on YouTube.
It's just basically a chart that goes from the bottom left to the top right showing how the money supply, the fiat money supply just has to keep being added into the system and that it follows kind of within a trough.
And when it starts going on the bottom rail, they have to add liquidity.