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Published 1 Jun 2026, 08:14 UTC · fetched 20 Oct 2026, 05:25 UTC
PlanB
@100trillionUSD
In reply to · 1 Jun 2026, 07:51 UTC · context given to the AI
@100trillionUSD Very sad that S2F can declared dead. It was a good time!I disagree. Yes, timing bitcoin PRICE levels is very difficult and S2F is too crude a tool for that. However, I still think that bitcoin's VALUE should be higher than e.g. gold ($30T) one day because bitcoin is scarcer (higher S2F ratio) than gold. So for me the essence of S2F hypothesis (scarcity drives value) is still intact, and that is the main reason I hodl.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 69710.92 / 72800.76 − 1 = -4.24%d × r = -4.24% against a neutral band of ±1.00% → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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