Forward Guidance cover image

The Global Energy Crisis, Explained | Warren Pies

Forward Guidance

00:00

The Stock to Flow Model Misses a Lot

A lot of people like which says when there's a Bitcoin halving, when the amount of Bitcoin that is produced is cut in half at a hash rate, that is very good because the supply is diminished. And historically, the right after a halving, it's the beginning of a mega Bitcoin bull market. But we all know now that the chart is just this straight up. No other market we know is so simplistic. You would never do a stock to flow model on gold.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app