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Bitcoin for Millennials

Is Bitcoin On The Cusp of a Next Big Run? New Math Says THIS | Plan C | BFM240

57 min16 mars 2026

Plan C is a devoted Bitcoin analyst specializing in mathematical models and indicators developed over five years of full-time research.

https://x.com/TheRealPlanC


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ℹ️ EPISODE SUMMARYBram Kanstein and Plan C discuss why Bitcoin’s cycle may track the business cycle more than the halving. They tie Bitcoin price action to PMI, liquidity, and why this cycle feels like a quasi bull market. Plan C confronts Stock-to-Flow, argues the halving’s impact fades, and points to long-term holder supply. They map downside using cost of production, quantile bands, and power law. They also challenge Genesis as the “start date” and show why model stability matters for conviction.


RELAI DISCLAIMERRelai sponsors this show/podcast and is authorized to provide crypto-asset services in Switzerland and across the European Union under the MiCA regulatory framework with its license issued by the French regulator, AMF (License No: A2025-006). The company is actively expanding its services to EU member states following the completion of passporting notifications.

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