What Bitcoin Did
What Bitcoin Did
Danny Knowles
The Four Year Cycle Is Not Broken | Matthew Mezinskis
1 hour 16 minutes Posted Mar 5, 2026 at 6:00 pm.
Bitcoin and Quantile Regression
Grounding Yourself With Bitcoin
Bitcoin and the Power Law
Bitcoin's Power Law: Charts and Analysis
Bitcoin at the Bottom?
Evaluating the Four-Year Cycle
Money Supply and the Four-Year Cycle
Fed Balance Sheet and Bitcoin
Central Bank Balance Sheet and Interest Rates
Comparing Bitcoin to MAG7 Stocks
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Show notes

"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.

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Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny

Matthew Mezinskis: https://x.com/1basemoney