Date: 2020-08-06 21:55:04
I used to be a huge proponent and evangelist of Bitcoin’s S2F (Stock to flow) model and even made 2 videos about it! It was first proposed and popularized by PlanB (@100trillionUSD on Twitter). But after a year of analysis, research, and heavy debate in the Bitcoin space, new stats-first research came out that invalidated the original proposed model. After diving into this new research I have now changed my mind about the validity of Bitcoin’s Stock to Flow model. But that doesn’t mean I’m not SUPER bullish on Bitcoin still. Please give my video a watch for a beginner friendly explanation of everything surrounding the new discussion regarding S2F and Bitcoin!
Eric Wall’s list of S2F critiques:
Marcel Burger’s stats invalidation:
Phraudsta’s models analysis:
Strix Leviathan’s Gold SF analysis:
My Crypto.com ref link:
#S2F #Bitcoin #StockToFlow