Mar 2020

50m 6s

SLP154 Nick @BTConometrics - Quantitativ...

About this episode

Nick joins me to talk about how he tried to disprove PlanB’s Stock to flow model, but ended up finding out that it holds up. We also talk about cointegration, what that means, and some of Nick’s statistical work. We talk about:

Professional background
Background to S2F
Cointegration and what it means
Engle-Granger test
Mean Reversion indicator
Shitcoins riding Bitcoin’s coat tails

Nick links:

Twitter: @Btconometrics
Website: https://btconometrics.com/
Article: https://medium.com/swlh/falsifying-stock-to-flow-as-a-model-of-bitcoin-value-b2d9e61f68af

Related episodes:

Sponsor links:

Stephan Livera links:

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