Bitcoin price has been rising, and some argue that it is tracking along with the S2F model! Others argue that this is statistically invalid.
PlanB, pseudonymous analyst and creator of the S2F and S2FX models, rejoins the show to talk about:
- S2F and S2FX vs. recent market action
- Critiques and spurious correlations
- Comparison with past cycles
- PlanB’s thoughts on whether this is the final cycle
- Macro factors – Tether
- Negative rates
- Cash and carry trade
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