s2f

2 Articles 0 Followers

A New Data Model for Bitcoin: U2R

27 Apr 2022 1 minute read 6 comments MarkHelfman

Some say the Stock-to-Flow model is dead. Not me. Even if S2F or S2Fx fail, we have lots of other models. Four-year cycles. Hash cycles. Supercycles. Expanding cycles. Shrinking cycles. All sorts of multiples, moving averages, and extrapolations. ...

S2F: Stock To Flow - The Bitcoin Value Argument

16 Apr 2020 4 minute read 1 comment BitcoinGordon

This is an informal post, a pondering of potentials in positives for Bitcoin. In a proper article, I would cite sources, provide diagrams, and do all of the things. Instead, I'm a'gonna just write. Right. S2F, or stock to flow, is about what drives...