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