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