Quote from: ndalliard on Today at 07:59:41 AM

yesterday i watched an interview with pomp and planb
(i watched it, mainly cause according to pomp his youtube channel was shortly deleted because of the video, although this is just speculation and the two hours were a waste of time imo)

my critique would be: how can you predict the future price of something without taking demand into account? that is the second side of price. supply and demand

Quote from: fillippone on June 05, 2020, 02:48:46 PM

One of the most important tweet bt @100trillionUSD answering the most debated question: Why isn't demand factored in the Stock to Flow model?

Quote

Some say S2F(X) model must be wrong because #BTC BTC price is determined solely by scarcity (supply) and demand does not play a role.

However Nobel prize winning Capital Asset Pricing Model (CAPM) determines asset returns solely based on risk (volatility, dd) .. no demand, no supply

this is a rather stupid explanation. just because a nobel prize winner makes the same mistake doesn't prove it is the right thing to do

i more or less read everything in here, but maybe i missed something. i am also no mathematician or someone with a statistical background. i am open to change my mind. the model might be right some more years, cause i think the demand for bitcoin will rise in the future. but the demand is still an unkown in the equation and doesn't "show the future". any thoughts?