Stephan Livera Podcast

SLP243 PlanB Demand For Bitcoin Will Skyrocket

Jan 15, 2021

PlanB, pseudonymous analyst and creator of S2F and S2FX models, discusses the recent market action, critiques of models, comparison with past cycles, macro factors like Tether and negative rates, and the cash and carry trade for Bitcoin.

59:30

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Episode guests

PlanB

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

PlanB highlights the potential rise in Bitcoin demand based on stock-to-flow models.

Swan Bitcoin offers convenient entry into the Bitcoin market, while Hodl Hodl enables Bitcoin-backed lending.

Nox Custody prioritizes comprehensive insurance coverage for client assets, enhancing security for Bitcoin holdings.

Deep dives

Bitcoin Demand Spike Predicted with Strong Belief in Stock to Flow Models

Bitcoin's demand is expected to rise significantly as experts like Plan B emphasize their confidence in the stock-to-flow and stock-to-flow cross-asset models. These models suggest potential skyrocketing of Bitcoin's value in the future, leading to heightened interest from various investors.

Introduction

3min

Discussion on Bitcoin Price Rise and Market Sentiment

2min

Comparing Bitcoin Price Models

30min

Exploring HODL Waves and On-Chain Analysis in Bitcoin

3min

Discussion on Tether's Relevance and Transparency in the Bitcoin Ecosystem

3min

Bitcoin Security, Economic Policy, and Financial Services Discussion

4min

Bitcoin Bull Run and Institutional Adoption

12min

Exploring Bullish Factors and Negative Interest Rates Consequences for Bitcoin

3min

Bitcoin price has been rising and some argue that it is tracking along with the S2F model! Others argue that this is statistically invalid. PlanB, pseudonymous analyst and creator of the S2F and S2FX models rejoins me on the show to talk:

S2F and S2FX vs recent market action
Critiques and spurious correlations
Comparison with past cycles
PlanB’s thoughts on whether this is the final cycle
Macro factors - Tether and others
Negative rates
Cash and carry trade

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Stephan Livera Podcast

SLP243 PlanB Demand For Bitcoin Will Skyrocket

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Bitcoin Demand Spike Predicted with Strong Belief in Stock to Flow Models

Swan Bitcoin and Lend at Hodl Hodl Offer Innovative Solutions for Bitcoin Investment

Nox Enhances Bitcoin Custodianship with Comprehensive Insurance Coverage

Latest Insights from Plan B on Bitcoin's Performance Against Stock-to-Flow Models

Exploring Critiques and Future Trends in Bitcoin Investment Strategies

Remember Everything You Learn from Podcasts