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

Angelo Robles

April 2021 · FamilyOffice
PlanB, Creator of S2F Model, 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
Plan B & 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
A global thought leadership forum and networking platform founded by Skybridge.

Madelon Vos

December 2020 · Part 1 #10
Madelon Navigates (Dutch with English subs) about Bitcoin, Stock-to-Flow, S2FX model & Plan A.

Madelon Vos

December 2020 · Part 2 #10
Madelon Navigates (Dutch with English subs) about a price higher than $288.000 & phase 6.

Saifedean Ammous

December 2020 · Seminar 17
Discussing of the models; why it holds so well & what he expects to happen to the model long term.

Peter McCormack

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

Real Vision

June 2020
Marty Bent interviews PlanB 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.

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 former Dutch 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 estates. 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 & Science

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.