PlanB Predicts Bitcoin at $300K by End-2026 on S2F Signal
Crypto analyst PlanB forecasts Bitcoin (BTC) will reach $300K by the end of 2026, based on his stock-to-flow (S2F) scarcity model. The S2F model projects a post-halving price range of $250K to $1M, with an average expectation of $300K–$600K. Despite previous misses drawing criticism, PlanB remains bullish. He cites the on-chain realized price indicator—tracking the average cost at last movement—which currently sits below market value across all cohorts, a classic bull-market signal. Bitcoin trades around $115K, up 1% on the day, underlining strong momentum ahead of the next halving. Traders should weigh these bullish signals against model limitations and broader market risks.
Bullish
In the short term, PlanB’s renewed bullish forecast and the on-chain realized price indicator falling below market value can boost trader confidence, likely driving increased buying pressure that could propel Bitcoin’s price upward. The reference to recent 1% daily gains around $115K underscores current momentum. In the long term, the S2F model’s projection of supply scarcity post-halving frames a narrative of sustained inflation-resistant demand, potentially attracting institutional interest and extending the bull cycle. However, past model inaccuracies and evolving macroeconomic conditions introduce risks. Nevertheless, the overall sentiment remains positive, justifying a bullish market view.