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Bitcoin's price is driven by scarcity. The Stock-to-Flow model captures this relationship with an R-squared of 0.95.
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I stay anonymous because the ideas should stand on their own. It shouldn't matter who I am. It should matter whether the math is right.
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The model predicted $100K by end of 2021. Bitcoin hit $69K. Close, but the miss taught me about the limits of any single model.
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Gold has a stock-to-flow ratio of 62. Bitcoin's will eventually exceed 100. The math says that matters.