Latest / WanderLearn: Travel to Transform Your Mind & Life
Plan B's Bitcoin Stock-To-Flow Model Will Die in 2026
Watch Video on YouTubeFive years ago, I predicted Plan B's Bitcoin stock-to-flow model (S2F) would fail in this decade because it had 8 flaws.During Bitcoin's spectacular 2022 crash, many analysts declared the S2F models dead.I surprised everyone when I (one of Plan B's most prominent critics) said, "It's not dead yet."The reason Plan B's stock-to-flow Bitcoin models are not dead is not because they're correct, but because they have a wide range of acceptable values that will allow them to survive until the next halving.In 2025, the S2F average price has risen to a staggering $500,000, while…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.