Episode
400th Episode!
- Published
- Jun 22, 2026
- Duration seconds
- 779
- Processing state
not_requested- Canonical source
- https://ftapon.substack.com/p/400th-episode
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Summary
I explained 6 years ago why Plan B’s Stock-to-Flow Bitcoin model was doomed and would fail. Few believed me. Most insulted me. Today, I can confidently declare that I was right and Plan B was wrong. Watch the video of this episode ! Also, watch my May 2020 video that started all the controversy and read the detailed article about why Plan B’s stock-to-flow model was doomed ! In mid-2026, with the price of Bitcoin languishing around $65,000, below the lowest stock-to-flow band, we can officially declare that Plan B’s stock-to-flow model is dead. I waited until Bitcoin was consistently below the outer bands before declaring “victory” in my debate with Plan B. It’s a Pyrrhic victory because I was hoping all along that he would be right and I would be wrong, since I have stacked bitcoin. Unfortunately, time proved me right. Ultimately, Plan B’s model was only good for one Bitcoin cycle. Given how wide a price band the model has, it’s unsurprising that it lasted for four years. However, it couldn’t keep up with the aggressive, uber-optimistic price prediction. What do you think? Put your thoughts in the comments. Connect Send me an anonymous voicemail at SpeakPipe.com/FTapon You can post comments, ask questions, and sign up for my Substack newsletter . If you like this podcast, subscribe and share! On social media, my username is always FTapon . Connect with me on: * YouTube * Facebook * Instagram * X * TikTok * LinkedIn Sponsors 1. My Patrons sponsored this show! Claim your monthly reward by becoming a patron for as little as $2/month at https://Patreon.com/FTapon 2. For the best travel credit card, get one of the Chase Sapphire cards and get 75-100k bonus miles ! 3. Get $5 when you sign up for Roamless , my favorite global eSIM with its unlimited hotspot & data that never…