PlanB (pseudonymous Bitcoin quant) & Saifedean (Bitcoin economist) rejoin me to talk about PlanB’s latest work on S2FX, and some of the debates being had on S2F modelling as well as addressing some of the criticism. We will also talk about Bitcoin as it goes through phase transitions, and the implications on the Bitcoin industry, and the rest of society.

PlanB Links:

PlanB Twitter: @100trillionUSD
Article: Bitcoin Stock-to-Flow Cross Asset Model

Saifedean Links:

Prior episodes:

SLP67 PlanB – Modelling Bitcoin’s Digital Scarcity Through Stock-To-Flow Techniques
SLP86 PlanB – Frontrunning the Bitcoin Halvening?
SLP122 PlanB – Responses to the S2F model
SLP1 Saifedean – Bitcoin as Sound Money
SLP69 Saifedean – How Governments Could Kill Bitcoin and Bitcoin Scenarios
SLP147 Pierre Rochard & Saifedean Ammous – Bitcoin as Savings Technology & Number Go Up

Relevant episodes:

SLP154 Nick @Btconometrics – Quantitative Bitcoin Analysis & S2F Cointegration Strengthens

Sponsor links:

Stephan Livera links:

SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and Evolution From Collectible to Financial Asset

Stephan Livera Podcast

SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and Evolution From Collectible to Financial Asset