SLP325 PlanB - Is the S2F model still on track? What about the supercycle and floor model?

Plan B (pseudonymous quant) rejoins me on the show to talk about how the S2F model is going and whether it will be a problem if Bitcoin does not hit $100k by the end of 2021. In this conversation we get into: Spelling out the different types of models PlanB uses and talks about Failure conditions for the model The Floor model Are we going to supercycle? When does the S2F model fully break down? Links: Twitter: @100trillionUSD Site: PlanBTC.com Sponsors: Swan Bitcoin Hodl Hodl Lend Compass Mining Braiins.com Unchained Capital (code LIVERA) CoinKite.com (code LIVERA) Stephan Livera links: Show notes and website Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera