Stephan Livera Podcast SLP122 PlanB - Responses to the S2F model
Nov 4, 2019
PlanB, Pseudonymous Bitcoin Quant, discusses responses to his Stock to Flow (S2F) model, including cointegration, criticisms, and future outlook. Topics include cash and carry trade, debunking attempts, and long-term growth predictions. Interesting insights on Bitcoin's value, mining difficulty, and upcoming halving event.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Predicting Bitcoin's Price with Stock-to-Flow Model
04:18 • 10min
Analysis of Falsification Attempt on Stock-to-Flow Model
14:23 • 3min
Analyzing Bitcoin Price Prediction Techniques
17:27 • 22min
Bitcoin Mining Difficulty Adjustments in Bull Markets
39:38 • 13min
Plan B's Current Projects and Diving into Chain Analysis
53:06 • 3min
Bitcoin Value Model Breakdown and Investor Interest Discussion
55:59 • 4min