SLP325 PlanB - Is the S2F model still on track? What about the supercycle and floor model?

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