TIP260: Bitcoin Math & Value - w/ Plan B
We Study Billionaires - The Investor’s Podcast Network
Exploring Bitcoin's Value Through Quantitative Analysis
This chapter introduces a quant investor's journey into Bitcoin, focusing on its digital scarcity and the application of traditional financial modeling to assess its value. It dives into the stock-to-flow model, predicting potential price trajectories influenced by Bitcoin's halving events and comparing its market dynamics to that of commodities like gold.
On today's show, we talk to Bitcoin statistics expert, Plan B. Plan B is an anonymous member of the Bitcoin community and he has a quant background with a multi-billion dollar international hedge fund.
IN THIS EPISODE YOU’LL LEARN:
- How to value Bitcoin based on the stock to flow ratio
- What the Bakkt exchange is and why it will change the landscape of Bitcoin
- Why it’s important to understand Sharpe’s ratio when you invest in Bitcoin
- How investors should think about educating themselves about Bitcoin
- Ask The Investors: Should I invest in China?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Tweet directly to Plan B
- Plan B's white paper: Modeling Bitcoin's Value w/ Scarcity
- The highest ranked Bitcoin Authorities
- Stephen Livera’s Podcast
- Satoshi Nakamoto’s white paper, Bitcoin: A Peer-to-Peer Electronic Cash System
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