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SLP243 PlanB Demand For Bitcoin Will Skyrocket

SLP243 PlanB Demand For Bitcoin Will Skyrocket

Stephan Livera Podcast vor 5 Jahren

0:00

59:30

Bitcoin price has been rising and some argue that it is tracking
along with the S2F model! Others argue that this is statistically
invalid. PlanB, pseudonymous analyst and creator of the S2F and
S2FX models rejoins me on the show to talk:

S2F and S2FX vs recent market action

Critiques and spurious correlations

Comparison with past cycles

PlanB’s thoughts on whether this is the final cycle

Macro factors - Tether and others

Negative rates

Cash and carry trade

Previous episodes:

SLP67 Plan B (@100trillionUSD) – Modelling Bitcoin’s digital
scarcity through stock-to-flow techniques

SLP86 PlanB – Frontrunning the Bitcoin Halvening?

SLP122 PlanB – Responses to the S2F model

SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and
Evolution From Collectible to Financial Asset

Sponsors:

Swan Bitcoin

Knox Custody

Hodl Hodl

Unchained Capital (code LIVERA)

CypherSafe (code LIVERA)

Stephan Livera links:

Show notes and website

Follow me on twitter @stephanlivera

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