Bitcoin Stock-to-Flow Cross Asset Model

Introduction

Phase Transitions

  1. Water
  2. US Dollar
  3. BTC
How major Bitcoin narratives changed over time
  1. “Proof of concept” -> after Bitcoin white paper [3]
  2. “Payments” -> after USD parity (1BTC = $1)
  3. “E-Gold” -> after 1st halving, almost gold parity (1BTC = 1 ounce of gold)
  4. “Financial asset” -> after 2nd halving ($1B transactions per day milestone, legal clarity in Japan and Australia, futures markets at CME and Bakkt)

BTC S2F Cross Asset (S2FX) Model

  1. BTC “Proof of concept” (S2F 1.3 and market value $1M)
  2. BTC “Payments” (S2F 3.3 and market value $58M)
  3. BTC “E-Gold” (S2F 10.2 and market value $5.6B)
  4. BTC “Financial asset” (S2F 25.1 and market value $114B)
Example of interpolation (left) and extrapolation (right) — data in blue, black line is model, red dot is forecast

Conclusion

Verification

References

Translations

  1. Albanian
  2. Bulgarian
  3. Chinese (also on Youdao)
  4. Danish
  5. French
  6. Georgian
  7. German
  8. Greek
  9. Italian
  10. Japanese
  11. Korean
  12. Dutch
  13. Persian
  14. Polish
  15. Portuguese
  16. Russian
  17. Serbian
  18. Spanish
  19. Swedish
  20. Thai
  21. Turkish

--

--

--

@100trillionUSD

Love podcasts or audiobooks? Learn on the go with our new app.

Recommended from Medium

2022 Crypto Report Reveals That Crypto Crime Has Hit an All Time High

Orchid Price Prediction | Will OXT reach $1? | OXT Forecast

Propel X METABLAZE

DAOVentures closes 20x oversubscribed private investment round

BitClave Weekly Update — May 21, 2018

Bitfinex/Tether Saga — An Important Perspective

https://www.uptrennd.com/post-detail/cryptocurrency-the-future-of-e-commerce-payment-system~NjQwMjk0

Proof of Stake? Does That Have Anything To Do With Dracula Coin? (Explain Like I’m 5)

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
PlanB

PlanB

@100trillionUSD

More from Medium

Quick dive Friday (Interest rates And Volatility)

Make-it Capital Edition #20

DeFi: A Playground of Fire?

How To Deposit Funds To The Minty Platform