
Lists / People
PlanB
S2F model (controversial but a defining public framework)
PlanB is a pseudonymous Dutch institutional investor and quantitative analyst active primarily on social media. They published the Bitcoin Stock-to-Flow model in 2019, arguing that Bitcoin's fixed supply schedule predicts price appreciation similarly to gold and silver. The model became one of the most widely cited—and disputed—frameworks in crypto, later extended to the cross-asset S2FX variant.
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Authority scoreEstablished
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Appears alongside
Top neighbors of PlanB
8people
01
Adam Back
Blockstream; Hashcash inventor; BTC-maximalist engineering thesis
1shared list
02Aleksander Larsen / Jiho
Sky Mavis / Axie; play-to-earn framework (historical)
1shared list
03Alex Thorn
Galaxy research; market-structure publishing
1shared list
04Alyse Killeen
Stillmark; Bitcoin VC thesis
1shared list
05Andre Cronje
Yearn / Sonic; "test in prod" DeFi composability
1shared list
06Andreas Antonopoulos
Mastering Bitcoin; education + decentralization framework
1shared list
07Andrew Kang
Mechanism Capital; market-structure + reflexivity essays
1shared list
08Anthony Pompliano
Pomp Letter; Bitcoin-as-savings-tech
1shared list
Last updated
10 May 2026