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Modeling Bitcoin Value
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A Substack newsletter by
Stephen Perrenod
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Kelly Capital Growth Criterion for Bitcoin
A simple portfolio allocation estimatator
Stephen Perrenod
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Bitcoin Breaks $30K, Recovers
Don’t Over-invest Mentally in the Stock-to-Flow model
Stephen Perrenod
Jul 21
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Bitcoin’s Four Block Year Price Floor
What about the Death Cross?
Stephen Perrenod
Jun 25
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Bitcoin and Ethereum Portfolio Allocation
A Kelly Capital Growth Analysis
Stephen Perrenod
May 14
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Flash Hash Crash: have we peaked?
And is Bitcoin a Ponzi scheme?
Stephen Perrenod
Apr 26
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Bitcoin Outperforming Most Long-term Models
“It was always my sitting” - Edwin Lefèvre
Stephen Perrenod
Mar 23
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Ethereum or Bitcoin
Long Bitcoin, Short Ethereum?
Stephen Perrenod
Dec 28, 2020
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Bitcoin and M1 Inflation
“Macro is Crypto, and Crypto is Macro” - Raoul Pal
Stephen Perrenod
Oct 24, 2020
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