PlanB
@100trillionUSD
All models are wrong, some are useful. DYOR! 👉
参加 October 2017
163 フォロー中 2.2M ファン
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.
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