
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.
59:52
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Quick takeaways
- PlanB's S2F model predicts Bitcoin prices around halving events based on scarcity and stock to flow ratio.
- Market efficiency in Bitcoin prices is influenced by physical demand, supply dynamics, and speculative expectations.
Deep dives
Plan B's Bitcoin Investment Model and its Impact
Plan B discusses his investment model based on Bitcoin's scarcity and stock to flow ratio. He explains how the model predicts future Bitcoin prices, particularly around halving events. The model's reliability is correlated with periods when Bitcoin's difficulty and hash rate drop, marking the start of Bitcoin bull markets. Plan B emphasizes the importance of tracking these key indicators to validate his investment model.
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