PlanB(@100trillionUSD):1) Scarcity drives monetary value. Stock-to-Flow (S2F) = existing supply ÷ annual new production. Gold sits at ~60. Industrial metals are far lower. Bitcoin’s fixed 21 million + predictable issuance makes its S2F uniquely measurable: ~120 and rising.

PlanB

@100trillionUSD

All models are wrong, some are useful. DYOR! 👉

Joined October 2017

163 Following 2.2M Followers

PlanB@100trillionUSD

2026.08.11 11:50

1) Scarcity drives monetary value. Stock-to-Flow (S2F) = existing supply ÷ annual new production. Gold sits at ~60. Industrial metals are far lower. Bitcoin’s fixed 21 million + predictable issuance makes its S2F uniquely measurable: ~120 and rising.

141

Forward to community

Most Popular Users