Plan B's Bitcoin Stock-To-Flow Model Will Die in 2026

Watch Video on YouTubeFive years ago, I predicted Plan B's Bitcoin stock-to-flow model (S2F) would fail in this decade because it had 8 flaws.During Bitcoin's spectacular 2022 crash, many analysts declared the S2F models dead.I surprised everyone when I (one of Plan B's most prominent critics) said, "It's not dead yet."The reason Plan B's stock-to-flow Bitcoin models are not dead is not because they're correct, but because they have a wide range of acceptable values that will allow them to survive until the next halving.In 2025, the S2F average price has risen to a staggering $500,000, while Bitcoin (BTC) hovers around $120,000 as of August 11, 2025, when I released this video.Therefore, even though BTC has increased by over $100,000 from its $15,000 price in November 2022, and should be a cause for massive celebration for BTC fans, Plan B is lamenting the relatively low price appreciation of this "strange, flat bull market."In my annual S2F update, I'll examine how the S2F model is doing and explain why it will begin its slow and painful death at the end of this year. ConnectSend me an anonymous voicemail at SpeakPipe.com/FTaponYou can post comments, ask questions, and sign up for my newsletter at https://wanderlearn.com.If you like this podcast, subscribe and share! On social media, my username is always FTapon. Connect with me on:FacebookTwitterYouTubeInstagramTikTokLinkedInPinterestTumblr Sponsors1. My Patrons sponsored this show! Claim your monthly reward by becoming a patron for as little as $2/month at https://Patreon.com/FTapon2. For the best travel credit card, get one of the Chase Sapphire cards and get 75-100k bonus miles!3. Get $5 when you sign up for Roamless, my favorite global eSIM! Use code LR32K4. Get 25% off when you sign up for Trusted Housesitters, a site that helps you find sitters or homes to sit in.5. Start your podcast with my company, Podbean, and get one month free!6. In the United States, I recommend trading cryptocurrency with Kraken. 7. Outside the USA, trade crypto with Binance and get 5% off your trading fees!8. For backpacking gear, buy from Gossamer Gear. Get full access to Francis Tapon at ftapon.substack.com/subscribe