tl;dr
Renowned crypto analyst PlanB claims Bitcoin's bull run is far from over, citing the 'point of no return' and historical parallels to past surges. He emphasizes Bitcoin's scarcity via the stock-to-flow model and links its growth to Fed-driven inflation.
**Bitcoin Bull Market May Not Be Over, Says Renowned Analyst PlanB**
A prominent crypto analyst, known by the pseudonym PlanB, has expressed confidence that the Bitcoin (BTC) bull market is far from ending. With 2.1 million followers on X (formerly Twitter), PlanB has gained significant attention for his insights into cryptocurrency trends. In a recent post, he asserted that Bitcoin has reached a “point of no return,” signaling continued upward momentum for the digital asset.
PlanB highlighted that the current bull run could follow a prolonged, steady trajectory rather than a volatile cycle of fear-of-missing-out (FOMO) followed by crashes. He drew parallels to historical Bitcoin price surges, noting that the market “passed the point of no return” in June 2025—similar to key moments in October 2020, February 2017, and January 2013. These references suggest he believes the current phase is part of a broader, recurring pattern of Bitcoin’s growth.
Central to PlanB’s argument is the **stock-to-flow (S2F) model**, a predictive framework originally used for traditional commodities. The model measures scarcity by comparing the existing supply (stock) of an asset to its annual production (flow). PlanB was among the first to apply this concept to Bitcoin, emphasizing that its limited supply of 21 million coins drives its value. “Whether you like it or not, Bitcoin’s value is very much linked to its scarcity. Fiat will be printed, Bitcoin will rise,” he stated.
The analyst also connected Bitcoin’s performance to broader macroeconomic trends, particularly the Federal Reserve’s monetary policies. Earlier this month, PlanB argued that all major asset classes—gold, Bitcoin, and the S&P 500—have seen exponential growth over the past decade, driven by “money printing.” He cited specific examples: gold rising threefold, the S&P 500 tripling, and Bitcoin surging 250 times from around $400 to $100,000. “In my opinion, it is a unit of account phenomenon,” he wrote, suggesting that inflationary pressures are reshaping how assets are valued.
As of the latest data, Bitcoin is trading at $114,471, marking a nearly 2% increase over the past 24 hours. Despite market volatility, PlanB’s analysis underscores a belief in Bitcoin’s long-term trajectory, fueled by its scarcity and the ongoing shift in global monetary systems.
While the S2F model remains a topic of debate among economists and traders, PlanB’s assertion highlights the growing influence of cryptocurrency narratives in discussions about finance and wealth preservation. Whether the bull market continues or faces a correction, his perspective reflects a broader optimism about Bitcoin’s role in the evolving economic landscape.