Articles

Modeling Bitcoin Value with Scarcity
(S2F)

March 2019 · 9 min read

Efficient Market Hypothesis and Bitcoin S2F

January 2020 · 8 min read

Bitcoin Stock-to-Flow Cross Asset Model
(S2FX)

April 2020 · 7 min read

"As a thought experiment, imagine there was a base metal as scarce as gold .. and one special, magical property: can be transported over a communications channel" - Satoshi Nakamoto

Podcasts

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.

Laura Shin

October 2021 - Ep. 200 - Bitcoin Projected to Reach $135,000 in December?

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.

Preston Pysh

May 2021 - BTC024 - Adam Back & PlanB on Bitcoin Contango & Derivatives.

Angelo Robles

April 2021 - FamilyOffice - PlanB Helps Us See The Beauty & Threats Surrounding Bitcoin.

Jimmy Song

February 2021 - Bitcoin Fixes This #31 - Traditional Finance with PlanB.

Preston Pysh

February 2021 - BTC012 - Bitcoin On-Chain Analysis with PlanB & Willy Woo.

John Vallis

January 2021 - Bitcoin Rapid-Fire - PlanB & The Journey of the Bitcoin Stock to Flow Model.

Stephan Livera

January 2021 - SLP243 - PlanB Demand For Bitcoin Will Skyrocket.

Anthony Scaramucci

December 2020 - SALT Talks #126 - PlanB: Modeling Bitcoin’s Value with Scarcity.

Madelon Vos

December 2020 - Part 1 #10 - Madelon Navigates with Plan B (Dutch with English subs).

Madelon Vos

December 2020 - Part 2 #10 - Madelon and PlanB talk about a price > $288.000 & phase 6.

Saifedean Ammous

December 2020 - Seminar 17 - Discussing of the Stock to Flow models.

Peter McCormack

September 2020 - WBD 257 - Bitcoin Has Entered Phase 5 with PlanB, Jeff Booth & Preston Pysh.

Marty Bent

June 2020 - Real Vision - Interview for the Real Vision Crypto Gathering.

Peter McCormack

May 2020 - WBD 219 - Could Bitcoin really be heading to $288K?

Stephan Livera

May 2020 - SLP 171 - Bitcoin S2FX and S2F Model with PlanB and Saifedean Ammous.

Max & Stacy

May 2020 - Double Down- Max Keiser & Stacy Herbert talk to bitcoin stock-to-flow analyst PlanB.

Bitcoin Magazine

May 2020 - Halving Event - Celebrating the Third Bitcoin Halving: Fundamental Bullishness.

Ash Bennington

March 2020 - Real Vision - Three crypto experts: Dan Tapiero, Tuur Demeester and PlanB (at 30:01).

Anthony Pompliano

March 2020 - Pomp 238 - Why Bitcoin’s S2F model is becoming more accurate over time.

Stephan Livera

November 2019 - SLP 122 - PlanB responses to the S2F model.

Raoul Pal

October 2019 - Real Vision - Quantitative case for Bitcoin.

Peter McCormack

October 2019 - WBD 154 - Gold’s Stock to Flow, scarcity, halvings and safe-haven assets.

Preston Pysh

September 2019 - TIP 260 - Bitcoin math & value with PlanB.

Stephan Livera

July 2019 - SLP 86 - Frontrunning the Bitcoin halvening?

Stephan Livera

April 2019 - SLP 67 - Modelling Bitcoin's digital scarcity through Stock-to-Flow.

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

About PlanB @100trillionUSD

PlanB@100trillionUSD is a former institutional investor with 25 years of experiences in financial markets. He has a legal and quantitative finance background and has always been fascinated by modeling risk & return. In March 2019 he created the Bitcoin Stock-to-Flow (S2F) model where he uses scarcity to quantify Bitcoin value. A year later he introduced the Stock-to-Flow Cross Asset (S2FX) model, which includes gold, silver, diamond and real estate data. He is now primarily focusing on Bitcoin valuation models, on-chain analysis and investment strategies.

Why the name?
PlanB refers to an alternative plan for quantitative easing (printing money by central banks), negative interest rates and currency debasement in general. 100trillionUSD is a reference to the Zimbabwe 100trillion dollar note during the 2008 hyperinflation.

"Bitcoin is a monetary Renaissance and it needs artists as much as investors" - Petek

Art

We are witnessing a global shift in the financial system from fiat to digital hard money. PlanB uses data and math to create investment models. His charts inspired a whole new group of people believing in the strength and energy of Bitcoin. Among them not only investors but also artists. Art meets Science! One of the artists is Petek. She has found a way to transform PlanB's charts into art. She will create a “family” of 12x S2FX paintings. Petek: "Understanding this data and what it implies for our economic future, is so important to me, that I had to turn it into a piece of art - using art as another way to spread the message with the help of fellow Bitcoin enthusiasts."

The first painting is called "Genesis". This masterpiece of art has unique hidden details capturing key values and narratives around Bitcoin; rare cosmic materials like meteorites, certified Moon rock as well as precious metals and minerals from planet Earth, including 22ct gold, silver and diamond dust. The second painting is called "The Fourth Turning". Petek is currently working on "The Dawn of Freedom". Have a look at Petek's website.