PlanB

Efficient Markets & Bitcoin’s Stock to Flow

“A first reaction could be that it is a great investment opportunity. A better reaction (from an EMH and non arbitrage point of view) would be that it is too good to be true.” – PlanB

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Modeling Bitcoin’s Value with Scarcity

The incredible model for predicting and assessing the value of the Bitcoin network by @100trillionUSD is analyzed in his exceptional article that we read on today’s show, “Modeling Bitcoin’s Value with Scarcity.” With an R^2 above 95%, if you plan for a bitcoin future without closely assessing this model, you are ignoring a powerful indicator.  Hear all about what it means for “orange coin number” in today’s episode!

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