Pomp Podcast #238: PlanB on Why Bitcoin’s Stock-To-Flow Model Is Becoming More Accurate Over Time

Tags

The Pomp PodcastPlan BAnthony Pompliano

Link

https://www.youtube.com/watch?v=ryLZiE0N4lQ

Date Consumed

April 10, 2021

Action

Count (Month)

Created

Apr 10, 2021 2:41 PM

Last Edited

May 11, 2021 5:00 PM

Stock to flow and Bitcoin price are cointegrated (i.e. causally correlated as opposed to spuriously correlated)

S2F is the only fundamental model PlanB has found which is cointegrated with Bitcoin price

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PlanB@100trillionUSD

About PlanB@100trillionUSD PlanB@100trillionUSD is a former Dutch institutional investor with 25 years of experiences in financial markets. He has a legal and quantitative finance background and has always been fascinated by modeling risk & return. In March 2019 he created the Bitcoin Stock-to-Flow (S2F) model where he uses scarcity to quantify Bitcoin value.

t.co

Major risks (substantial recency bias in perceived risks)

Price manipulation in futures market
US introducing draconian regulations