PlanB, a former institutional investor with 25 years of experience in financial markets turned anon Bitcoin analyst, discusses Bitcoin’s price action, from the macroeconomic drivers to what his models predict for the rest of 2021. Show highlights:
PlanB’s background and how he got into Bitcoin what a stock-to-flow model is and how PlanB uses it to predict Bitcoin’s price why PlanB called for a $1 trillion market cap when Bitcoin was priced at sub $4K how the approval of a bitcoin futures ETF has affected Bitcoin’s price why institutions are more comfortable with bitcoin futures, rather than the underlying asset how to properly calculate gold’s stock-to-flow model why he believes the stock-to-flow models works -- even when detractors say it is flawed how the pandemic has affected Bitcoin’s price what PlanB thinks about China’s decision to effectively ban Bitcoin the three charts PlanB uses to model Bitcoin what the price floor for Bitcoin will be in October, November, and December whether PlanB thinks we are in a supercycle Thank you to our sponsors!
Twitter: https://twitter.com/100trillionUSD Website: https://100trillionusd.github.io/
Stock-to-flow modeling https://medium.com/@100trillionUSD/modeling-bitcoins-value-with-scarcity-91fa0fc03e25 https://medium.com/@100trillionUSD/efficient-market-hypothesis-and-bitcoin-stock-to-flow-model-db17f40e6107 https://medium.com/@100trillionUSD/bitcoin-stock-to-flow-cross-asset-model-50d260feed12 Bitcoin RSI https://twitter.com/100trillionUSD/status/1451128329176768514 Worst-case scenario BTC prices https://twitter.com/100trillionUSD/status/1406577006230245376 Bitcoin futures ETF approved https://www.coindesk.com/policy/2021/10/15/sec-approves-bitcoin-etf-opening-crypto-to-wider-investor-base/ China’s decision to boot out crypto miners https://www.coindesk.com/business/2021/10/13/us-claims-bitcoin-mining-crown-following-china-crackdown/ https://www.theblockcrypto.com/post/109315/bitcoin-hashrate-declines-50-percent-china-mining-crackdown Why stock-to-flow is not accurate https://francistapon.com/Work/WanderLearn-Podcast/8-Flaws-in-Bitcoin-s-Stock-to-Flow-Model-Will-Doom-It Bitcoin supercycle https://www.coindesk.com/markets/2021/06/17/the-supercycle-how-crypto-could-shape-the-decade-ahead/
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