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:

SLP243 PlanB Demand For Bitcoin Will Skyrocket

Stephan Livera Podcast

SLP243 PlanB Demand For Bitcoin Will Skyrocket