Stephan Livera Podcast

SLP154 Nick @BTConometrics - Quantitative Bitcoin Analysis & S2F Cointegration Strengthens

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Nick joins me to talk about how he tried to disprove PlanB’s Stock to flow model, but ended up finding out that it holds up. We also talk about cointegration, what that means, and some of Nick’s statistical work. We talk about:

  • Professional background
  • Background to S2F
  • Cointegration and what it means
  • Engle-Granger test
  • Mean Reversion indicator
  • Shitcoins riding Bitcoin’s coat tails

    • Nick links:

    • Twitter: @Btconometrics
    • Website: https://btconometrics.com/
    • Article: https://medium.com/swlh/falsifying-stock-to-flow-as-a-model-of-bitcoin-value-b2d9e61f68af

      • Related episodes:

      • SLP67
      • SLP86
      • SLP122

        • Sponsor links:

        • Kraken
        • Unchained Capital
        • CypherWheel by CypherSafe
        • SwanBitcoin

          • Stephan Livera links:

          • Show notes and website
          • Follow me on twitter @stephanlivera
          • Subscribe to the podcast
          • Patreon @stephanlivera
            • ...more
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            Stephan Livera PodcastBy Stephan Livera
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