PlanB

PlanB @100trillionUSD is a former institutional investor with 25 years of experience in financial markets. He created the bitcoin Stock-to-Flow (S2F) model in March 2019. Currently, his main focus is on bitcoin analysis, trading & investing. PlanB's portfolio is 90% hodl and 10% trading.

"All models are wrong, some are useful" - George Box

PlanB Articles


Quant Investing 101

Modeling Bitcoin Value with Scarcity (S2F)

Bitcoin S2F Cross Asset Model (S2FX)

Efficient Market Hypothesis & Bitcoin S2F

"Once you have seen, you can not unsee" - PlanB

PlanB Partners

Trading

Referral to PlanB's favorite no-KYC exchange: https://partner.bybit.com/b/planb

Art

Petek has created a family of S2F paintings: Genesis, Fourth Turning, Dawn of Freedom. Petek's website

Caps

21mil is the supplier of authentic PlanB caps and merch: 21mil website

"Better to be roughly right than precisely wrong" - John Keynes

PlanB Podcasts

Will Clemente

April 2022 - Blockware Intelligence - PlanB and Willy Woo - Current State of the Bitcoin Market.

Mike Ippolito

February 2022 - On The Margin - Jurrien Timmer & PlanB - The Macro Forces Driving Bitcoin.

Anthony Scaramucci

February 2022 - SALT Crypto #270 - When Will Bitcoin Hit $100k?

Robert Breedlove

January 2022 - WiM111 - Bitcoin price suppression with Plan B.

Jay Gould

January 2022 - EP39 - His concerns and risks to Bitcoin and the criticism to Stock to Flow Model.

Madelon Navigeert

December 2021 - English subtitles - S2F still valid, other models, why blocking, macro economics.

Angelo Robles

December 2021 - FamilyOffice - A deep dive into Bitcoin from an experienced investor's perspective.

Stephan Livera

November 2021 - SLP325 - Is the S2F Model still on track?

Saifedean Ammous

November 2021 - 93 - The resilience of stock-to-flow with PlanB

Will Clemente

November 2021 - PlanB and Willy Woo: Understanding the Bitcoin Market using On-Chain Data

Preston Pysh

October 2021 - BTC048 - Does the Stock to Flow Model Eventually Break?- Macro & Geopolitics

Anthony Pompliano

October 2021 - The Bitcoin Interview That YouTube Tried To Delete.

Peter McCormack

August 2021 - WBD385 - S2F, Gold & the Big Reset with Plan₿ & Willem Middelkoop.

Benjamin Cowen

August 2021 - Into the cryptoverse - Stock-To-Flow, Lengthening Cycles, and Diminishing Returns.

Marc Friedrich

August 2021 - Deep dive with PlanB - Bitcoin Bull market is NOT over and $100k THIS year!

Preston Pysh

June 2021 - BTC028 - Bitcoin Update with Plan B & Dr. Adam Back.

Natalie Brunell

June 2021 - Coin Stories Podcast - PlanB shares his insight into BTC's volatility and his career back story.

Scott Melker

May 2021 - The Wolf Of All Streets
Bitcoin Will Hit $288,000 - PlanB Explains Why.

Click for older Podcasts