i fail to see how "a model exists that doesn't take into account demand" proves that the model predicts the future, ignoring one side of the equation it wants to predict
According to this model, demand is not in the equation.
For you it is part of the equation, not for the model. For the model price is not the result of demand and supply, but ultimately only a function of S2F, or supply.
it doesn't provide longterm price prediction cause it won't hold in some years (planb himself said that)
The model can be wrong for sustained amount of dollars, for sustained amount of times, but price will eventually hover around the model price in the long run, like a “dog on a leash” or “ drunk man walk”.
This is why you shouldn’t trade in this model, as it can stay wrong for bigger amounts of dollars or longer periods than you can remain solvent.