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Swan Signal Live - A Bitcoin Show
Pierre Rochard and Francis Pouliot - E4
Apr 3, 2020
Pierre Rochard, cofounder of the Nakamoto Institute, and Francis Pouliot debate the value of the Stock to Flow model. They also explore hyperbitcoinization scenarios and discuss Bitcoin's demand and price dynamics. The podcast covers upcoming announcements and a low-fee stacking website, Bitcoin's potential impact on behavior and resource allocation, scaling the Bitcoin network, and the importance of infrastructure. They also promote Swan Bitcoin as the best platform for buying Bitcoin.
01:18:23
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Quick takeaways
- The stock-to-flow model offers quantitative analysis for Bitcoin's long-term price prediction, comparing its scarcity to other currencies like gold.
- The stock-to-flow model serves better as an illustrative tool rather than a precise price prediction model, and actual availability of Bitcoin for purchase should be considered.
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Understanding the Stock-to-Flow Model
The podcast episode features a debate between Pierre Rochard and Francis Pouliot regarding the value of the stock-to-flow model. Rochard explains that the stock-to-flow concept compares the ratio of above-ground gold to the amount of new gold being mined, and claims that Bitcoin can be analyzed using this concept. He argues that the stock-to-flow model offers quantitative analysis for Bitcoin's long-term price prediction, despite its wide price range and limited data. Meanwhile, Pouliot expresses skepticism towards the model, suggesting that the stock-to-flow ratio is equivalent to time and that the decrease in supply does not necessarily drive demand proportionally. Both participants delve into the idea of scarcity and its impact on Bitcoin's price, highlighting the monetary policy and market dynamics associated with the halving. They also discuss the correlation between price and stock-to-flow, the usefulness of stock-to-flow in comparing currencies, and the adoption curve of Bitcoin.
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