Am I dumb for thinking there may be alpha in the stock to flow model this cycle now that everyone has abandoned it? https://image.nostr.build/a43d052ccf4f560adc7271beeb5df7ef949df6051cd8b6fb70e415a1c63d22a2.jpg
YES
what does alpha mean in this context?
Nobody knows
S2F is not a good model to follow. The clusters are not scale invariant. https://image.nostr.build/afb4ee9076986796e5b229431255bd4a9b15535bb822e85e23b22a08985ef0bb.png
Imagine if every doctor in America suddenly stopped offering vaccines That’s the level of about-face Wall Street did on Bitcoin between the last cycle and now I can’t help but think this is not priced in
As an omega … no idea 🤷🏻♀️
Nope! It's a good 🧠 exercise
All models are wrong but I think power law is interesting.
Power laws are everywhere in nature, shaping everything from galaxies to ecosystems. Bitcoin’s adherence to this same structure is beautiful; its halving cycles, difficulty adjustments, and network growth all mirror the resilient, self-regulating patterns we see in living systems. It’s as if Bitcoin has taken on the qualities of a living organism, growing and adapting in harmony with the fundamental laws of nature.
Yes
It would be a hilarious outcome if it validated 😂
Why would anyone abandon pure grade hopium
I never stopped believing in it. The ftx fraud era was the reason why it broke
Yep I'm with you on the dude!
That model was abandonded for a reason. Even Plan B says it is off. All these models are off. They can give a generalization of price but the only true thing is Price itself. Not sure if you're familiar with Jim Rome, but he has a saying related to sports games, whether it's baseball, basketball, or football, SCOREBOARD. Well with bitcoin the Price is the scoreboard. Not sure it that makes sense or not but my point is that ultimately Price will do what it will do and I have basically abandoned all models and look at Price only. Anyway, cheers.
this note is how everyone readopts it 😂
like clockwork.
No, it's the other way around - being dumb is what makes you think this.
I’m thinking we are either underwhelmed ($125k) or overwhelmed ($500k+) Just my two sats
I always thought stock to flow and power law, and whatever rational root’s spiral graph thing is, are all useful tools, but none should be taken as the gospel. It’s funny to me so much tribalism emerged to attack or defend each one. I just thought they all had some value but weren’t perfect 🤷🏻♂️