Episode notes
Plan C is a devoted Bitcoin analyst specializing in mathematical models and indicators developed over five years of full-time research.
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ℹ️ EPISODE SUMMARYBram Kanstein and Plan C discuss why Bitcoin’s cycle may track the business cycle more than the halving. They tie Bitcoin price action to PMI, liquidity, and why this cycle feels like a quasi bull market. Plan C confronts Stock-to-Flow, argues the halving’s impact fades, and points to long-term holder supply. They map downside using cost of production, quantile bands, and power law. They also challenge Genesis as the “start date” and show why model stability matters for conviction.
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