I have always been a fan of Dave's sensible analysis. 

But he is kind of a "see I told you so" type personality.

This will make the move that bitcoin does that blows up all his models PARTICULARLY sweet when it comes  (I think it is a when rather than an if!).  Of course he will point out somehow that he had accounted for this possibility all along.  I dunno.  Maybe he will be a good sport and bow to the force that blew up his models.  It will be especially good if Bitcoin does it in a way that validates the S2F model for one last moment before blowing it up too.  In that case PlanB's model will outlast Dave's by a smidgen.

The scenario in which the above happens is EXTREMELY bullish, and would be great for us OG holders.  It really can only play out in a move to over 100k BEFORE this cycle is over, and then a good start on the "supercycle" that others have mentioned.  It is looking less likely now than it did 6 months ago.  But it COULD happen.  I will never give up!