PlanB’s Stock-to-Flow Cross Asset (S2FX) model suffers from the same basic mistake and has additional issues. PlanB claims the S2FX model leaves out time for bitcoin, but this is false as his Bitcoin ...

There was a divergence between Bitcoin’s price and the stock-to-flow model in 2011 and 2013, before Bitcoin’s emergence into mainstream investing. But between 2015 and late 2021, the model ...

Tautological Specification. In their recent Bitcoin Magazine article, Level39 had this to say regarding the S2F model: “Notice how the function says ‘market value’ equals a function of Stock-to-flow?

Stock-to-Flow (S2F): A Useful Tool, Not a Crystal Ball. The Stock-to-Flow (S2F) model is one of the most popular ways to predict Bitcoin prices, and Crosby explains its benefits and drawbacks clearly.

Bitcoin‘s stock-to-flow model analysis. Source: Lookintobitcoin via Jesse Myers. As predicted in PlanB’s original analysis, Bitcoin’s S2F value reached parity with gold at the end of 2020.