PlanB
Search documents
X @PlanB
PlanB· 2026-01-27 11:22
RT PlanB (@100trillionUSD)4 year cycle is NOT the same as stock-to-flow model.The 4 year cycle says that the year after a halving is a bull year, like 2013, 2017, 2021 🟩🟥🟩🟩 and 2025 did obviously not fit that pattern.But S2F says nothing about bull or bear, top or bottom. S2F is the thesis that scarcity drives value, that bitcoin should (ultimately) be more valuable than gold because BTC is scarcer than gold. S2F models the rough path of nonlinear phase transitions towards $30T+. S2F roughly models the aver ...
X @PlanB
PlanB· 2026-01-27 11:06
RT Peter Girnus 🦅 (@gothburz)I'm a Reserve Manager at a central bank.My job is buying gold.297 tons this year.Quietly.While we print money.Loudly.Gold hit $5,000 an ounce yesterday.We've been buying since it was $1,800.That's called "reserve diversification."Diversification means we don't trust our own currency.But we can't say that.So we say "diversification."The Governor went on television last month.He said inflation is "anchored."Anchored means 6%.Used to mean 2%.We moved the anchor.That's monetary poli ...
X @PlanB
PlanB· 2026-01-20 11:24
Gold and bitcoin investors love to argue about who is smarter. But gold and bitcoin are in the same team and risk/return profile (calmar) is almost identical. Best investment is a combi of gold AND bitcoin. E.g. 80% gold + 20% bitcoin has LESS risk and 2x MORE return than gold. https://t.co/Cs3PFPA25o ...
X @PlanB
PlanB· 2026-01-14 15:39
4 year cycle is NOT the same as stock-to-flow model.The 4 year cycle says that the year after a halving is a bull year, like 2013, 2017, 2021 🟩🟥🟩🟩 and 2025 did obviously not fit that pattern.But S2F says nothing about bull or bear, top or bottom. S2F is the thesis that scarcity drives value, that bitcoin should (ultimately) be more valuable than gold because BTC is scarcer than gold. S2F models the rough path of nonlinear phase transitions towards $30T+. S2F roughly models the average price during a 4 year ...