PlanB

PlanB, a pseudonymous Bitcoin analyst renowned for his strong beliefs in Bitcoin's potential, discusses the cryptocurrency's trajectory towards reaching $100,000 by 2024. He highlights recent market shifts influenced by XRP's SEC settlement and bullish trends in Bitcoin. The conversation also touches on the adoption of decentralized finance, the growing acceptance of Bitcoin among younger generations, and future price predictions that have analysts buzzing with optimism.

PlanB, a former institutional investor turned Bitcoin analyst, shares his insights on Bitcoin's price dynamics and his innovative stock-to-flow model. He discusses the significant impact of Bitcoin futures ETFs on market confidence, the role of scarcity in asset pricing, and external factors like the pandemic that influence Bitcoin's trajectory. PlanB highlights how China's mining ban reshaped the mining landscape and predicts Bitcoin's price potential through the end of the year, stirring curiosity about whether we're in a supercycle.

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.

Bitcoin experts PlanB and Saifedean discuss Bitcoin's transition from a collectible to a financial asset, including debates on stock-to-flow modeling, phase transitions, and societal implications. They explore the precision of forecasting market behavior, Bitcoin's evolution as an institutional-grade asset, and the importance of cointegration in price analysis.

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.