PlanB (pseudonymous Bitcoin quant) & Saifedean (Bitcoin economist) rejoin me to talk about PlanB’s latest work on S2FX, and some of the debates being had on S2F modelling as well as addressing some of the criticism. We will also talk about Bitcoin as it goes through phase transitions, and the implications on the Bitcoin industry, and the rest of society.
PlanB Links:
- PlanB Twitter: @100trillionUSD
- Article: Bitcoin Stock-to-Flow Cross Asset Model
Saifedean Links:
- Twitter: @saifedean
- Website: saifedean.com
- Book: The Bitcoin Standard
Prior episodes:
- SLP67 PlanB – Modelling Bitcoin’s Digital Scarcity Through Stock-To-Flow Techniques
- SLP86 PlanB – Frontrunning the Bitcoin Halvening?
- SLP122 PlanB – Responses to the S2F model
- SLP1 Saifedean – Bitcoin as Sound Money
- SLP69 Saifedean – How Governments Could Kill Bitcoin and Bitcoin Scenarios
- SLP147 Pierre Rochard & Saifedean Ammous – Bitcoin as Savings Technology & Number Go Up
Relevant episodes:
Sponsor links:
Stephan Livera links:
- Show notes and website
- Follow me on twitter @stephanlivera
- Subscribe to the podcast
- Patreon @stephanlivera
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- Source: https://podcasters.spotify.com/pod/show/stephan-livera/episodes/SLP171-PlanB–Saifedean-Ammous–Bitcoin-S2FX–S2F–and-Evolution-From-Collectible-to-Financial-Asset-edl2eo
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