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