Episode Details

SLP86 PlanB - Frontrunning the Bitcoin Halvening? 

PlanB rejoins me in this anticipated follow up episode discussing his stock to flow data modelling of Bitcoin’s valuation. The first episode was hotly downloaded and discussed online, so this time we talk about whether the recent bullish price action is a reflection of speculators front running the May 2020 Bitcoin block subsidy halving. Don’t miss this episode!

• Response to the first episode
• Stock to flow multiple
• Front running the halving
• The 1% BTC, 99% Cash portfolio
• Bitcoin and commodities
• Future pathways for institutional investment

PlanB links:

• Twitter: https://twitter.com/100trillionusd 
• Medium:  https://medium.com/@100trillionUSD/modeling-bitcoins-value-with-scarcity-91fa0fc03e25 

Sponsor links:

• Kraken: http://www.kraken.com/?utm_source=podcast&utm_medium=stephanlivera 
• Unchained Capital: https://www.unchained-capital.com/?utm_source=Stephan%20Livera&utm_medium=Referral&utm_campaign=Affiliate 

Ministry of Nodes:

• Website: https://www.ministryofnodes.com.au/ 
• Twitter: https://www.ministryofnodes.com.au/ 
• Ketan (my co founder): https://twitter.com/_k3tan 

Stephan Livera links:

• Twitter: https://twitter.com/stephanlivera 
• Show notes and subscribe to the podcast: https://stephanlivera.com/ 
• Rate and Review the podcast: https://itunes.apple.com/podcast/stephan-livera-podcast/id1415720320?mt=2 
• Email contact: stephanlivera@pm.me