Articles

"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

Stephan Livera

May 2020 · SLP 171
Bitcoin S2FX, S2F and evolution from collectible to financial asset.

Bitcoin Magazine

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

Max & Stacy

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

Peter McCormack

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

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 · RealVision
Quantitative case for Bitcoin.

De Bitcoin Show

October 2019 · DBS 8
Modeling Bitcoin's value with scarcity.

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 Dutch institutional investor with a legal and quantitative finance background. He created the Stock-to-Flow (S2F) model where he uses scarcity to quantify bitcoin value. The Stock-to-Flow model is not only applicable to bitcoin but also to gold, silver and other assets. PlanB is currently working as an investment manager in a team managing a multi billion dollar balance sheet.

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 hyper inflation. The reason to be anonymous is operational security, also he wants to keep his work within traditional finance separated from bitcoin activities.