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Published 1 Oct 2026, 12:20 UTC · fetched 19 Oct 2026, 13:39 UTC
PlanB
@100trillionUSD
In reply to · 1 Oct 2026, 12:04 UTC · context given to the AI
I am curious. Is the stock-to-flow model broken, or just not working as it's supposed to? I'm aware that price doesn't just magically follow these metrics you use to create the stock-to-flow model, but it's so far off now that it would need a pretty insane move to repeg to the model. What do people think about this?@Dirindin533 @BlockHorizonIO Bitcoin is indeed far off any model right now (e.g. also far below powerlaw). IMO it does not mean all these models are "broken" or "not working", it does mean that bitcoin is extremely undervalued.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 86803.4 / 83708.07 − 1 = +3.70%d × r = +3.70% against a neutral band of ±1.00% → correctOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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