PlanB is an anonymous Dutch institutional investor who has gained significant attention in the cryptocurrency space for his quantitative analysis and models. He holds a background in finance and quantitative analysis and has worked in the finance industry. PlanB is known for his stock-to-flow model, which he developed to value Bitcoin and other scarce assets. His model has been widely discussed and debated in the crypto community, with some predicting its accuracy and others questioning its reliability.
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Bitcoin Entering Historically Bullish Phase says PlanB
Quant analyst PlanB highlights that Bitcoin is entering a phase historically linked to rallies. He updates on his stock-to-flow (S2F) model, which predicts asset performance based on scarcity.
Strong Bull Runs After Halving Events
Historically, the S2F model signals strong bull runs after halving events, marked by the printing of a red dot. He notes that the first month post-halving marks the start of a new cycle, expecting Bitcoin to surge similarly to previous cycles in 2020, 2017, and 2012-2013.
Realized Price Metric as Support
Additionally, PlanB examines the realized price metric, which calculates the value of all coins at their last on-chain transaction price, divided by the total BTC in circulation. Historically, the five-month realized price level acts as strong support during bull market dips, as seen in 2020 and 2017.
Current Price Movement
Currently, Bitcoin trades at $68,971, up over 1% in the past day. PlanB anticipates that the support of the five-month realized price level will hold, noting a recent bounce in May when Bitcoin dipped slightly below this level.
