Tau ob peb xyoos tam sim no, tus tsim pseudonymous ntawm qhov nrov stock-to-flow (S2F) bitcoin nqe qauv, Plan B, tau dhau los ua tus paub zoo heev bitcoin influencer sau 1.8 lab Twitter followers. Txawm li cas los xij, tom qab S2F tus qauv tus nqi tsis tuaj yeem ua tiav thiab poob qis dua tus nqi lub hom phiaj hauv 2022, Plan B thiab nws tus qauv nqi tau raug thuam ntau heev. Hnub Tuesday, Ethereum tus co-founder Vitalik Buterin denounced tus qauv S2F tus nqi thiab hais tias "cov qauv nyiaj txiag uas ua rau tib neeg paub qhov tseeb ntawm qhov tseeb" tuaj yeem "teeb meem," thiab lawv tsim nyog raug thuam.
Plan B's Tshuag-rau-Flow Bitcoin Nqe Qauv Tsis Zoo Li Nws Ib zaug
Ob peb tus qauv nqi tshwj xeeb tau raug thuam rau lub lim tiam no raws li tib neeg tau pom tias tus nqi bitcoin tsis tau ua raws li "Rainbow" tus nqi taw qhia thiab Plan B nto moo stock-to-flow price model. Tus tsim pseudonymous ntawm tus qauv S2F tau txais kev mloog ntawm lub zej zog crypto xyoo dhau los thaum Lub Peb Hlis 22, 2019, thaum nws luam tawm ib qho editorial hu ua "Modeling Bitcoin tus nqi nrog Scarcity." Thaum cov khoom tau nce siab nyob rau xyoo 2020 thiab txog rau xyoo 2021, Plan B cov lus thiab tus qauv tus nqi tau txais kev hwm thiab qee lub sijhawm, tus kws tshuaj ntsuam qhov kev kwv yees tau nyob ntawm qhov taw tes.
Lub Ib Hlis 2021, bitcoin's (BTC) Tus nqi USD tau zoo li ua raws li tus qauv S2F thiab thaum lub sijhawm Plan B hais tias: "bitcoin stock-to-flow qauv [yog] ntawm txoj kev ... zoo li clockwork." Txog thaum kawg ntawm Lub Rau Hli 2021, Plan B tau muab ib qho update ntawm nws "qhov xwm txheej phem tshaj plaws rau 2021." Tus kws tshuaj ntsuam tau hais tias: "Bitcoin qis dua $ 34K, tshwm sim los ntawm Elon Musk lub zog FUD thiab Tuam Tshoj txoj kev mining tawg. Kuj tseem muaj qhov laj thawj tseem ceeb uas peb pom tsis muaj zog nyob rau lub Rau Hli, thiab tej zaum Lub Xya Hli. Kuv qhov xwm txheej phem tshaj plaws rau xyoo 2021 (nqi / ntawm-chain raws): Lub Yim Hli> 47K, Sep> 43K, Lub Kaum Hli> 63K, Nov> 98K, Kaum Ob Hlis> 135K.
Kev twv yuav nyuaj, tshwj xeeb tshaj yog yav tom ntej. EMH txawm hais tias kev kwv yees kev lag luam nyiaj txiag tsis yooj yim sua. Rau leej twg tseem nyiam ua qauv, ntawm no yog 5 BTC cov qauv ntsuas:
- Lub sij hawm (log regression, zaj sawv) thiab S2F siab dhau lawm
- UTXO / TX tsawg dhau
- Nyuaj / Mining_cost tam sim no zoo tshaj plaws pic.twitter.com/9FYCbWmbp7- PlanB (@ 100trillionUSD) Lub rau hli ntuj 21, 2022
Tom qab tshaj tawm nws "qhov xwm txheej phem tshaj plaws" kev kwv yees, Lub Yim Hli, Lub Cuaj Hli, thiab Lub Kaum Hli zoo li mus txog lub hom phiaj B tau kwv yees. Txawm li cas los xij, thaum BTC ntaus txhua lub sijhawm siab ntawm $ 69K ib chav nyob rau lub Kaum Ib Hlis 10, nws tsis ua rau nws nyob ze ntawm $ 98K ntau thiab lub Kaum Ob Hlis tseem tsis tau kaw. Ceev ceev mus rau qhov kawg ntawm 2022 thawj peb lub hlis twg thiab BTCtus nqi txuas ntxiv mus qis dua, thiab tam sim no, tus thawj coj crypto cuab tam tus nqi piv rau S2F daim ntawv yog txoj kev tawm ntawm radar. Plan B thiab nws tus qauv nqi tau thuam yav dhau los thiab paub zoo BTC tawm tswv yim. Piv txwv li, tus tswv ntawm Upstream Data, Steve Barbour, ib zaug tweeted:
Tus qauv S2F yog tus siv tsheb muag khoom mus kom ze rau memeing bitcoin rau lub hli.
Buterin hais tias 'Tshuaj-rau-Flow yeej tsis zoo tam sim no'
Nyob rau lub sijhawm tsis ntev los no, Plan B tus qauv tau raug thuam thiab thuam ntau dua. Ethereum tus kws lij choj Anthony Sassano tweeted hais txog tus qauv S2F thiab Plan B qhov kev kwv yees. Sassano tau hais tias "Tus qauv 'Tswj kom ntws' yog qhov tsis ua haujlwm zoo uas Plan B yuav tsum tsuas yog rho tawm nws tus lej," Sassano tau hais. "Nws yuav tsis yog vim nws tu siab tseem muaj 1.8 lab tus thwjtim uas noj tag nrho nws cov khib nyiab hopium txhua hnub." Lub tweet tom qab ntawd tau txais kev saib xyuas ntawm Ethereum co-founder Vitalik Buterin uas kuj tau tawm tswv yim txog cov ntsiab lus.
"Tshaj-rau-kawm yog qhov tsis zoo tam sim no," Buterin hais tias retweeting Sassano cov lus. "Kuv paub tias nws tsis zoo rau kev khav theeb thiab txhua yam, tab sis kuv xav tias cov qauv nyiaj txiag uas ua rau tib neeg muaj kev nkag siab tsis tseeb ntawm qhov tseeb thiab qhov ua ntej uas tus lej-yuav-mus-nce yog teeb meem thiab tsim nyog txhua qhov kev thuam lawv tau txais. Nco ntsoov leej twg txhawb nqa S2F thiab leej twg thuam nws txawm tias rov qab los thaum nws zoo li nws tau piav qhia meej txog cov kab sib tw, "tus tsim Ethereum ntxiv.
Plan B teb, Tus kws tshuaj ntsuam cov kiv cua hais rau nws kom 'Cia li tshaj tawm - Kuv txaus siab rau qhov kev xav koj coj'
Plan B teb rau Buterin cov lus los ntawm retweeting nws Tweet rau hnub Tuesday nrog qee qhov kev thuam rau "cov haujlwm ua tsis tiav."
"Tom qab muaj kev sib tsoo, qee tus neeg tab tom nrhiav rau scapegoats rau lawv cov haujlwm ua tsis tiav lossis kev txiav txim siab nqis peev tsis raug," Plan B hais tias. “Tsis yog cov neeg tshiab xwb tab sis [tseem] 'cov thawj coj' poob raug tsim txom los liam lwm tus thiab ua si tus neeg raug tsim txom. Nco ntsoov cov neeg uas liam lwm tus thiab cov uas muaj zog tom qab kev sib tsoo. " Plan B thiab retweeted ib tus neeg uas tau sau tias "Ethereum's 'ultrasound' tokenomics yog tag nrho raws li S2F." Plan B kuj tau piav qhia tom qab hnub uas nws qhia nws qhov kev txheeb xyuas thiab cov kab kos dawb.
"Yog li kuv qhia kuv qhov kev tshuaj xyuas thiab kab kos DAWB," Plan B sau hnub Tuesday. “Tsis tau hais rau leej twg yuav los yog dab tsi / thaum twg / yuav ua li cas / pes tsawg. Tam sim no covid, Tuam Tshoj txwv txiav, Russia tsov rog thiab nce nqi tank tag nrho cov cuab tam suav nrog bitcoin ... thiab qee tus weeners liam lawv cov kev txiav txim siab peev rau kuv? Loj."
Nws yog 10 tab sis raws li PlanB
- cryptograffiti (@cryptograffiti) Lub rau hli ntuj 21, 2022
Raws li tau hais los saum toj no, S2F tau tsom mus rau qhov tsis yog, tab sis "Zaj sawv" tus nqi taw qhia kuj tau raug thuam nyob rau ob lub lis piam dhau los. Nyob rau hauv ib qho zoo sib xws, daim duab Zaj sawv tsis muaj BTCtus nqi tab sis qee tus neeg hais tias lawv tuaj yeem ntxiv ob peb kab ntxiv ntawm cov ntshav liab ua rau daim ntawv ua haujlwm dua. "Kuv tau tsim tus qauv tshiab thiab txhim kho rau daim duab zaj sawv," tus account Twitter @Levelsdennis tweeted.
Lub caij no, ib tug xov tooj ntawm bitcoiners sympathized nrog Plan B thiab hais rau nws kom nws ua hauj lwm. “Xwb. Khaws tshaj tawm pls - Kuv txaus siab rau qhov kev xav uas koj coj mus rau, "tus account Twitter nrov nrog 1 lab tus thwjtim thiab dubbed @BTC_archive hais rau tus kws tshuaj ntsuam pseudonymous.
Koj xav li cas txog qhov kev thuam tsis ntev los no txog Plan B's stock-to-flow bitcoin price model? Qhia rau peb paub koj xav li cas txog cov ncauj lus no hauv cov lus hauv qab no.
Duab Credit: Shutterstock, Pixabay, Wiki Cov Lus Qhia
Disclaimer: Kab lus no tsuas yog rau kev ua ntaub ntawv xwb. Nws tsis yog qhov ncaj qha lossis kev thov rau qhov kev yuav lossis muag, lossis kev pom zoo lossis kev pom zoo ntawm ib yam khoom, kev pabcuam, lossis tuam txhab. Bitcoin.com tsis muab peev, peev nyiaj, cai lij choj, lossis tswv yim nyiaj txiag. Tsis yog cov tuam txhab lossis cov neeg sau ntawv ua lub luag haujlwm, ncaj qha lossis tsis ncaj rau, rau ib qho kev puas tsuaj lossis poob lossis ua rau raug iab liam los ntawm lossis kev sib txuas nrog kev siv lossis kev cia siab rau qee cov ntsiab lus, khoom muag lossis kev pabcuam tau hais hauv tsab xov xwm no.
Tau qhov twg los: https://news.bitcoin.com/plan-bs-stock-to-flow-price-model-denounced-by-vitalik-buterin-says-model-can-be-harmful/