AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Raoul Pal and Vijay Boyapati - E30
Swan Signal Live - A Bitcoin Show
Can Plan B's Model Take Demand Into Account?
A model that doesn't take demand explicitly into account like this can be used to predict the future. It seems to have great correlation with the past price action, but if we don't take demand into account. That will drive, I think, the excess move over his model or beneath his model. Whether there's a big supply coming for some reason because somebody wants to sell it. So Toshi sells his coins, whatever it is, right? But its value seems to be intrinsic and the stocks are flow models.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode