The Bitcoin Stock to Flow model is 100% WRONG! (PlanB Tricked Us)

Sorry folks but PlanB’s Stock to Flow or S2F model is flat out wrong and it’s already been disproven from a foundational level. Remember cointegration? The key statistical property that was holding together his first theory? Well it was proven to not hold by stats people in 2020. Then instead of admitting he was wrong, PlanB, the model’s creator, pulled a switcheroo on us and put out a new model called S2FX or his cross asset model. Thing is though that his S2FX model is a joke and no one is even taking it seriously from the get go. I hope this video clears up any misconceptions and we can move on from this joke/meme of a model together as a community...

Watch my On-chain analysis video: https://www.youtube.com/watch?v=tBKuWxyF4Zo
Watch my Supercycle theory video: https://www.youtube.com/watch?v=p3wNS8ZjmSk

Timestamps:
0:00 Intro
1:35 Overview of S2F
2:48 Cointegration is Key
5:08 Why Cointegration Fails
6:56 PlanB Switcheroo
7:51 S2FX Cross Asset Model
8:57 Some Nuance for you

Reference links:
Master list of links of why S2F is wrong: https://ercwl.medium.com/a-list-of-the-greatest-blows-to-the-s2f-model-622b266ce199
Overview with Gold S2F chart: https://www.coindesk.com/why-the-stock-to-flow-bitcoin-valuation-model-is-wrong
More Gold S2F charts: https://francistapon.com/Work/WanderLearn-Podcast/8-Flaws-in-Bitcoin-s-Stock-to-Flow-Model-Will-Doom-It
Gold doesn’t work: https://strixleviathan.com/blog/2020/6/29/a-chameleon-model-why-bitcoins-stock-to-flow-model-is-fatally-flawed
Fall of cointegration: https://medium.com/burgercrypto-com/reviewing-modelling-bitcoins-value-with-scarcity-part-iii-the-fall-of-cointegration-ec5a8267098a
Vitalik on S2F wrong: https://cryptobriefing.com/vitalik-buterin-bitcoin-s2f-model-is-wrong/
PlanB invalidated criteria: https://twitter.com/100trillionUSD/status/1407634975051157506
Invalidated if stay at 30k for a couple more months:
https://twitter.com/100trillionUSD/status/1407623131833974801
S2FX wrong: https://katusaresearch.com/the-bitcoin-gurus-are-using-a-flawed-formula/
S2FX wrong again: https://francistapon.com/Work/WanderLearn-Podcast/8-Flaws-in-Bitcoin-s-Stock-to-Flow-Model-Will-Doom-It
S2FX wrong v3: https://bitcoin-alex.medium.com/planbs-bitcoin-stock-to-flow-s2f-is-nonsense-and-that-s-great-news-for-bitcoin-6e5d2887a947

#Bitcoin #StockToFlow #S2F #PlanB #BTC #Price #Model #Theory #Cointegration #Gold #S2FX