SLP243 PlanB Demand For Bitcoin Will Skyrocket
Jan 15, 2021•1 hr•Season 1Ep. 243
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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
Previous episodes:
- SLP67 Plan B (@100trillionUSD) – Modelling Bitcoin’s digital scarcity through stock-to-flow techniques
- SLP86 PlanB – Frontrunning the Bitcoin Halvening?
- SLP122 PlanB – Responses to the S2F model
- SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and Evolution From Collectible to Financial Asset
Sponsors:
- Swan Bitcoin
- Knox Custody
- Hodl Hodl
- Unchained Capital (code LIVERA)
- CypherSafe (code LIVERA)
Stephan Livera links:
For the best experience, listen in Metacast app for iOS or Android