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333: Jesse Proudman On Quantitative Investing In Crypto

The Pomp Podcast

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Cryptocurrency - The Stock to Flow Model

Ate: Because crypto there are so many retail traders here, these narratives can sort of take on insteard of power of their own and help move price around. One of those right now that's pretty popular is this notion of the stock to flow model. You're putting a narrative on on a price movement at happened afterward it's happened. Ate: It creates this really interesting challenge. Doctor floe's an interesting one because the theoretical math underlying the modelor the theory itself, like, it doesn't actually stand up to analysis.

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