Plan B's Bitcoin Stock-To-Flow Model Will Die in 2026

Plan B's Bitcoin Stock-To-Flow Model Will Die in 2026

Author: Francis Tapon August 11, 2025 Duration: 14:34
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Five years ago, I predicted Plan B's Bitcoin stock-to-flow model (S2F) would fail in this decade because it had 8 flaws.


During Bitcoin's spectacular 2022 crash, many analysts declared the S2F models dead.


I surprised everyone when I (one of Plan B's most prominent critics) said, "It's not dead yet."


The reason Plan B's stock-to-flow Bitcoin models are not dead is not because they're correct, but because they have a wide range of acceptable values that will allow them to survive until the next halving.


In 2025, the S2F average price has risen to a staggering $500,000, while Bitcoin (BTC) hovers around $120,000 as of August 11, 2025, when I released this video.


Therefore, even though BTC has increased by over $100,000 from its $15,000 price in November 2022, and should be a cause for massive celebration for BTC fans, Plan B is lamenting the relatively low price appreciation of this "strange, flat bull market."


In my annual S2F update, I'll examine how the S2F model is doing and explain why it will begin its slow and painful death at the end of this year.


 


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There's a certain kind of travel that changes you, not just your location. It’s the slow, immersive kind where the journey itself becomes the teacher. In WanderLearn: Travel to Transform Your Mind & Life, Francis Tapon acts as your guide into this world, exploring how leaving familiar ground can fundamentally reshape your perspective. This isn't about quick tips or itineraries; it's about the deeper conversations that happen at the crossroads of culture, society, and personal growth. Each episode delves into how we engage with places and people, often weaving in discussions about the role of modern technology in both enabling and complicating these profound experiences. You'll hear stories and insights that challenge the conventional tourist mindset, pushing toward a more thoughtful, engaged way of moving through the world. Francis draws from a wealth of experience to discuss concepts like vagabonding and deep travel, making the case that the greatest souvenirs aren't trinkets, but transformed thoughts. Tuning into this podcast feels like sitting down with a well-traveled friend who understands that the real destination is often a shift within yourself. It’s for anyone who believes that travel, at its best, is a powerful catalyst for learning and living differently.
Author: Language: English Episodes: 100

WanderLearn: Travel to Transform Your Mind & Life
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