Bitcoin Value Model Breakdown and Investor Interest Discussion

PlanB (Pseudonymous Bitcoin Quant) rejoins me in this episode to talk about the response to his seminal work, Modeling Bitcoin’s Value with Scarcity. There have been some responses to his Stock to Flow (S2F) modelling work, so we talk:

• The response to his articles and translations
• What cointegration is and why it matters
• Responses to PlanB’s modelling work
• Cash and carry trade
• Where to from here

PlanB Links:

• Twitter: @100trillionUSD
• Medium Article: Modeling Bitcoin’s Value with Scarcity
• PlanB’s first interview: SLP67
• PlanB’s second interview: SLP86
• Phraudsta / Nick’s article: Falsifying Stock to flow as a model of Bitcoin value
• Hcburger1’s article: Bitcoin’s natural long term power law corridor of growth

Sponsor links:

• Kraken
• Unchained Capital
• GiveBitcoin
• Bitcoin Outlet use code: LIVERA for 21% off

Stephan Livera links:

• Show notes and website
• Follow me on twitter @stephanlivera
• Subscribe to the podcast