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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