SLP122 PlanB - Responses to the S2F model

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: Show notes and website Follow me on twitter @stephanlivera Subscribe to the podcast