Falsifying Stock-to-Flow as a Model of Bitcoin Value

Piggybacking on yesterday’s post, here is a follow up by another anonymous quant, Nick. The title of the article is a little misleading, but makes sense given his method for scientific discover, Falsifiability:

According to the great modern scientific philosopher Karl Popper, testing a hypothesis for an incorrect outcome is the only reliable way to add weight to the argument that it is correct¹.

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Bitcoin Cannot be Banned

Here is the latest installment of Mr. Parker Lewis’ incredible series of blog posts, Gradually, Then Suddenly. Herein he dives into the catchall dismissal heaved around by skeptical precoiners, status-quo shills, and antagonistic nocoiners that “The government will ban it soon.”… Read more

The Triumvirate of Liquidity – Nik Bhatia

Here is an interesting piece by Nik Bhatia explaining the Triumvirate of Liquidity US Treasuries, gold, and Bitcoin the only safe have assets which shelter investors from systemic risks of the overextended global financial system, the liquid assets to which investors flee amid turmoil.… Read more

Understanding Time, Money and Bitcoin from First Principles

I listen to a dozen or more Bitcoin podcasts every week. This was one of the best podcasts I’ve listened to in a while. With all the great podcast content available, that’s saying something.

Herein, Brady, host of the Citizen Bitcoin podcast, and Robert Breedlove discuss the ideas behind his great series of articles Money, Bitcoin, and Time, which I will discuss in another post later.… Read more