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: https://medium.com/@ercwl/a-list-of-the-greatest-blows-to-the-s2f-model-622b266ce199
Marcel Burger’s stats invalidation: https://medium.com/burgercrypto-com/reviewing-modelling-bitcoins-value-with-scarcity-part-iii-the-fall-of-cointegration-ec5a8267098a
Phraudsta’s models analysis: https://medium.com/@btconometrics/stock-to-flow-influences-on-bitcoin-price-8a52e475c7a1
Strix Leviathan’s Gold SF analysis: https://strixleviathan.com/blog/2020/6/29/a-chameleon-model-why-bitcoins-stock-to-flow-model-is-fatally-flawed
My Crypto.com ref link: https://referral.crypto.com/r/bfbcrypto
#S2F #Bitcoin #StockToFlow