Introduction

Recently Plan B, an early Dutch bitcoin adopter who anonymously shares his insights via Twitter, came out with an article [1] that dives into the relation between bitcoin’s price (and market cap) and the stock-to-flow ratio. It has attracted a lot of attention and the crypto community really praises his analysis. People fell in love with the conclusions that followed from his analysis, which is easy to understand as it predicts future price levels of six figures and more. Even though the idea of investigating market capitalisation or price as a function of stock-to-flow ratio’s is very interesting, one should respect the underlying…

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Marcel Burger

Marcel Burger

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As CIO Marcel heads Amdax Asset Management. He holds a MSc in Econometrics. Before he cofounded Amdax, he worked as a trader, portfoliomanager and quant.