SLP171 PlanB & Saifedean Ammous – Bitcoin S2FX, S2F, and Evolution From Collectible to Financial Asset

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:

• SLP154 Nick @Btconometrics – Quantitative Bitcoin Analysis & S2F Cointegration Strengthens

Sponsor links:

• Kraken


• Unchained Capital


• SwanBitcoin

Stephan Livera links:

• Show notes and website


• Follow me on twitter @stephanlivera


• Subscribe to the podcast


• Patreon @stephanlivera