PlanB: Modeling Bitcoin’s Value with Scarcity | SALT Talks
SALT SALT
51K subscribers
28,474 views
0

 Published On Dec 11, 2020

Welcome to another episode of SALT Talks with host Anthony Scaramucci, and guest PlanB, 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.

SALT Talks provides a window into the minds of noteworthy business leaders, policy experts and innovators shaping the future. To learn more about this episode, including podcast transcripts and show notes, visit salt.org/talks

Listen and subscribe on the platform of your choice:
Apple: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/3HGRcJU...
Google: https://podcasts.google.com/feed/aHR0...

Follow SALT on social media:
Twitter:   / saltconference  
Instagram:   / salt  
LinkedIn:   / salt-conference  

Developed, created and produced by SALT Venture Group, LLC

#SALTTalks

show more

Share/Embed