All Your Bitcoin Models Are Broken (But Really)
Charlie and Colin demolish every popular Bitcoin price model - stock-to-flow, rainbow charts, power law, and Metcalfe's law. Why they're all wrong and what might actually work this cycle.s
Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Charlie and Colin break down every major Bitcoin price prediction model and explain why they're all fundamentally flawed. From Plan B's broken stock-to-flow to Giovanni's power law obsession, rainbow charts, and Metcalfe's law - we expose the problems with each approach and introduce Charlie's new "institutional structured bid corridor" theory for this cycle.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
NOTES:
• Stock-to-flow predicted $1M by 2025 - failed
• Rainbow chart undefeated since 2013
• Power law predicts $100K by 2028 latest
• Metcalfe's law broken by ETF adoption
• Hyper-bitcoinization chart shows $100B BTC
• Institutional money creating price channels
Timestamps:
00:00 Start
00:34 Price Models
02:09 Stock to Flow
10:48 Rainbow Chart
14:59 Arch Network
15:31 Power Law
21:40 Metcalfe's Law
28:03 Hyperbitcoinization Model
30:47 Institutional Structure Bid Corridor Model
-
👉 Brought to you by Arch Network! Arch brings the speed of Solana & the best of crypto UX to Bitcoin. Tap into the rich app ecosystem on Arch & try out the testnet while you’re still early! Visit arch.network to learn more.
-
👋Bitcoin Season 2 is produced Blockspace Media, Bitcoin’s first B2B publication in Bitcoin. Follow us on Twitter and check out our newsletter for the best information in Bitcoin mining, Ordinals and tech!
Enjoy the show? Check out our website and newsletter by clicking here.
Questions or want to sponsor? [email protected]
Learn more about your ad choices. Visit megaphone.fm/adchoices