We Study Billionaires - The Investor’s Podcast Network BTC048: Does the Stock to Flow Model Eventually Break w/ Plan B (Bitcoin Podcast)
Oct 20, 2021
Plan B, an anonymous Bitcoin analyst renowned for his stock-to-flow model, shares intriguing insights about the macroeconomic landscape and its influence on Bitcoin. He discusses the potential failure of his model, regional trends in proof-of-work mining, and when countries might adopt Bitcoin more broadly. The importance of ETFs and the impact of Lightning Network adoption also feature prominently. Plus, listeners can't help but wonder: will Plan B ever reveal his identity?
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Global Economic Overview
- The global economy faces challenges like quantitative easing, rising asset prices, and inflation.
- These issues stem from excessive money printing, not external factors like COVID-19.
Interest Rate Dependence
- Raising interest rates would make US debt unserviceable and crash asset markets.
- The current economic system relies on low interest rates to maintain the illusion of wealth.
Stock-to-Flow Model and Dollar Collapse
- Plan B's stock-to-flow model could fail if the US dollar collapses.
- The model suggests this collapse might occur after Bitcoin's stock-to-flow ratio surpasses 100.
