In our Advisory Board Call for Q3 2024, Mark is joined by Plan B and Chris Kuiper to discuss institutional adoption, nation-state adoption, and the grand part of Bitcoin’s current halving cycle.
Plan B takes us through a detailed breakdown of his famous Stock-to-Flow model, with some interesting updates. Chris delves into the intrigues and behind-the-scenes happenings regarding institutional adoption. Mark explains why Bitcoin and gold complement each other in a portfolio.
Chris Kuiper is the director of Research at Fidelity Digital Assets. He brings extensive experience in financial analysis and valuation to his role. Find their research here: fidelitydigitalassets.com
Or follow Chris on X at x.com/ChrisJKuiper
Plan B is a distinguished Bitcoin analyst and the creator of the renowned Stock-to-Flow model. Follow him on X at x.com/100trillionUSD or visit his website at planbtc.com
Get the full transcript of this conversation here:
https://mcusercontent.com/b268a38a165b03979d95268dd/files/f9c02da9-52ef-0d8e-183c-5d236764477f/Advisory_Board_2024_Q3_Transcript.pdf
Get the 2024 edition of the In Gold We Trust report here: German Compact Version: Visit our website for more information: Follow us on X here: IGWT Shop 0:00 Introduction and opening remarks
English:
https://ingoldwetrust.report/download/34291/?lang=en
English Compact Version:
https://ingoldwetrust.report/download/34293/?lang=en
German:
https://ingoldwetrust.report/download/34294/
https://ingoldwetrust.report/download/34295/
ingoldwetrust.report
https://x.com/igwtreport
https://www.ingoldwetrustreport.shop/
4:10 Plan B discusses his stock-to-flow model
8:15 Updates and misunderstandings of the S2F model
17:25 Chris discusses Bitcoin valuation models
21:50 Diminishing returns
26:08 Previous Halving Cycles
34:30 The Grand Part of the Halving Cycle
38:23 Fundamental View
44:10 Bitcoin’s Risk vs Return Metrics
54: 00 Bitcoin vs Gold
1:01:50 Nation State Adoption
1:06:20 Bitcoin’s monetary premium
1:12:07 Deep dive into Bitcoin’s volatility
