All Your Bitcoin Models Are Broken (But Really)
Charlie and Colin break down every major Bitcoin price prediction model and explain why they're all fundamentally flawed. From Plan B's broken stock-to-flow to Giovanni's power law obsession, rainbow charts, and Metcalfe's law - we expose the problems with each approach and introduce Charlie's new "institutional structured bid corridor" theory for this cycle.
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NOTES:
• Stock-to-flow predicted $1M by 2025 - failed
• Rainbow chart undefeated since 2013
• Power law predicts $100K by 2028 latest
• Metcalfe's law broken by ETF adoption
• Hyper-bitcoinization chart shows $100B BTC
• Institutional money creating price channels
Timestamps:
00:00 Start
00:34 Price Models
02:09 Stock to Flow
10:48 Rainbow Chart
14:59 Arch Network
15:31 Power Law
21:40 Metcalfe's Law
28:03 Hyperbitcoinization Model
30:47 Institutional Structure Bid Corridor Model
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