Nick joins me to talk about how he tried to disprove PlanB’s Stock to flow model, but ended up finding out that it holds up. We also talk about cointegration, what that means, and some of Nick’s statistical work. We talk about: Professional background Background to S2F Cointegration and what it means Engle-Granger test Mean Reversion indicator Shitcoins riding Bitcoin’s coat tails Nick links: Twitter: @Btconometrics Website: https://btconometrics.com/ Article: https://medium.com/swlh/falsifying-stock-to-flow-as-a-model-of-bitcoin-value-b2d9e61f68af Related episodes: SLP67 SLP86 SLP122 Sponsor links: Kraken Unchained Capital CypherWheel by CypherSafe SwanBitcoin Stephan Livera links: Show notes and website Follow me on twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera