PlanB (Pseudonymous Bitcoin Quant) rejoins me in this episode to talk about the response to his seminal work, Modeling Bitcoin’s Value with Scarcity. There have been some responses to his Stock to Flow (S2F) modelling work, so we talk:

The response to his articles and translations
What cointegration is and why it matters
Responses to PlanB’s modelling work
Cash and carry trade
Where to from here

PlanB Links:

Twitter: @100trillionUSD
Medium Article: Modeling Bitcoin’s Value with Scarcity
PlanB’s first interview: SLP67
PlanB’s second interview: SLP86
Phraudsta / Nick’s article: Falsifying Stock to flow as a model of Bitcoin value
Hcburger1’s article: Bitcoin’s natural long term power law corridor of growth

Sponsor links:

Kraken
Unchained Capital
GiveBitcoin
Bitcoin Outlet use code: LIVERA for 21% off

Stephan Livera links:

SLP122 PlanB - Responses to the S2F model

Stephan Livera Podcast

SLP122 PlanB - Responses to the S2F model