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TRANSMISSION SLP122
Responses to the S2F model
with PlanB
DATE
4 November 2019
DURATION
00:59:52
GUEST
PlanB
PlanB (Pseudonymous Bitcoin Quant) rejoins me in this episode to talk about the response to his seminal work, Modeling Bitcoin’s Value with Scarcity. There have been some responses to his Stock to Flow (S2F) modelling work, so we talk: • The response to his articles and translations • What cointegration is and why it matters • Responses to PlanB’s modelling work • Cash and carry trade • Where to from here
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