CryptoQuikRead_344 - Efficient Markets & Bitcoin's Stock to Flow [PlanB]

January 24, 2020 00:33:21
CryptoQuikRead_344 - Efficient Markets & Bitcoin's Stock to Flow [PlanB]
Bitcoin Audible
CryptoQuikRead_344 - Efficient Markets & Bitcoin's Stock to Flow [PlanB]

Jan 24 2020 | 00:33:21

/

Hosted By

Guy Swann

Show Notes

"A first reaction could be that it is a great investment opportunity. A better reaction (from an EMH and non arbitrage point of view) would be that it is too good to be true." - PlanB

If the efficient market hypothesis requires that known events be priced in, then how could the S2F be a model for Bitcoin's price? When such an obvious and unchanging piece of information is available, shouldn't the market price it in? Continuing with the foundation laid from yesterday's article, we read Plan B's piece on what a risk & return model might tell us about the market's pricing of Bitcoin ahead of the halving.

Drop some applause on the original article at the link below and don't forget to follow @100TrillionUSD (PlanB) if you haven't already!
https://medium.com/@100trillionUSD/efficient-market-hypothesis-and-bitcoin-stock-to-flow-model-db17f40e6107

--- Send in a voice message: https://podcasters.spotify.com/pod/show/bitcoinaudible/message

Other Episodes

Episode

January 11, 2021 01:32:47
Episode Cover

Chat #55 - Knut Svanholm & Andy Edstrom on Writing, Feedback Loops, & Bitcoin Haters in 2021

An excellent chat today with 2 brilliant, bullish, & amazing writers in the Bitcoin space.  Andy Edstrom, author of "Why Buy Bitcoin," and Knut...

Listen

Episode

December 28, 2025 01:30:48
Episode Cover

Chat_155 - Where We Are, Where We've Been, & Where We're Going with Ben Kaufman

“You don’t want money that is not a good store of value. We’re in a very specific point in human history where that exists,...

Listen

Episode

July 03, 2019 00:56:14
Episode Cover

CryptoQuikRead_266 - How Many Wrongs Make A Wright [Part 2 - Jameson Lopp]

Today we finish the amazing journey through Jameson Lopp's thorough compilation of Craig Wright's extensive efforts and complications in trying to convince the world...

Listen