The analysis centers on PlanB's Stock-to-Flow (S2F) model, which posits that Bitcoin halvings increase scarcity and thus value. A specific '6-18 rule' is presented as a test: buy Bitcoin 6 months prior to a halving event and sell 18 months post-halving. Historical data suggests this strategy has outperformed a simple buy-and-hold approach. However, it's noted that the rule's applicability may be affected by capital gains taxes, and its reliance on only three past halving events (2012, 2016, 2020) suggests the pattern might be spurious. PlanB clarifies that the S2F model primarily reflects scarcity and investor sentiment towards Bitcoin's finite supply of 21 million, rather than solely mining supply dynamics. The market may be transitioning to a demand-driven cycle due to increased penetration. While the future remains uncertain, a strategic exit approximately 18 months after a halving is historically a non-detrimental timeframe for profit-taking. Currently, the market is in a consolidative waiting phase, exhibiting cautious sentiment without extreme fear or exuberance, suggesting anticipation for a significant directional move yet to materialize.