Bitcoin: Stock-To-Flow, Lengthening Cycles, and Diminishing Returns (A Discussion with PlanB)

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0:05 - Intro
1:00 - Who is PlanB? What is Stock-To-Flow(S2F)?
3:48 - S2F Formula/Ratio for Bitcoin
5:05 - The S2F Chart/Model
7:00 - S2F Across Assets
7:45 - The Basic Thesis
8:45 - The Implication
10:18 - Beyond the S2F of $100T
11:40 - S2F as a Function of Time/Blocks
12:50 - S2F vs. Lengthening Cycles Theory(LCT)
14:30 - The S2FX Model
14:50 - Tops, Bottoms and Averages
17:42 - PlanB S2F Predictions
21:00 - Where’s the Top? Where’s the Bottom?
23:23 - “$100K by Christmas & $500K in 2022”
24:15 - Dubious Speculation
25:00 - Bitcoin During the Genesis of S2F
27:00 - Lengthening Cycles & Diminishing Returns
28:25 - As Measured from the Halving
31:00 - As Measured from the Cycle Bottom
34:00 - Cautious in the $100K to $200K Range
36:10 - The Misconception Between LCT and a Super Cycle
37:10 - S2F and Logarithmic Regression
39:00 - HODLers Take Note!
40:00 - S2F vs. LCT & DRT Take Two
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Bitcoin
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