PlanB: Modeling Bitcoin’s Value with Scarcity | SALT Talks #126

PlanB is a Dutch institutional investor with a legal and quantitative finance background. He created the Bitcoin Stock-to-Flow (S2F) model where he uses scarcity to quantify Bitcoin value. PlanB is currently working as an investment manager in a team managing a multi-billion-dollar balance sheet. Bitcoin has been the best performing asset of the last one, five and ten years. It represents a very asymmetrical bet, meaning the return is much higher than its volatility. The Bitcoin white paper written by the cryptocurrency’s anonymous creator Satoshi Nakamoto served as the “Aha” moment, laying out the revolutionary technology in simple terms. “I liked the white paper so much. It's a very simple description, nine pages, very elegant, not that mathematical… from there you start your journey.” It’s common among anyone considering Bitcoin to feel like they are late in getting involved. In reality, Bitcoin is still in the early innings. The asymmetric nature of Bitcoin and its growth potential could see its price go above $300k by the end of 2021. ————————————————————————— To learn more about this episode, including podcast transcripts and show notes, visit salt.org/talks Moderated by Anthony Scaramucci.