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Podcasts: SLP325 PlanB - Is the S2F model still on track? What about the supercycle and floor model? πŸ”— 2 years ago

Stephan Livera Podcast

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?

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