Investing under a bitcoin standard View quoted note →

Traditional Venture Capital Holy Trinity

FOCUS ON SATS FLOWS

SATS FLOW IS THE SIGNAL

Old world: scale first, defer profits and cash flow NEW WORLD: PROFITS AND SATS FLOW FIRST, THEN SCALE

GM IN THE END THE SATS FLOW YOU TAKE IS EQUAL TO THE VALUE YOU CREATE

THERE IS ONLY ONE SATS FLOW INFLUENCER IN THE WORLD RIGHT NOW. WE ARE SO EARLY.

THERE HAS NOT BEEN A SINGLE PODCAST EPISODE DEDICATED TO AND GOING DEEP ON SATS FLOWS. WE ARE SO EARLY.

A BUSINESS GENERATING SATS FLOW IS THE ONLY EVIDENCE OF DELIVERING SUSTAINABLE VALUE FOR VALUE

THE WORLD MOVING MORE TOWARDS SATS FLOWS WILL SIGNIFICANTLY REDUCE THE MISPRICING OF CAPITAL AND OPPORTUNITY COST. FEW UNDERSTAND THIS.

DO YOU UNDERSTAND THE IMPLICATIONS ON SATS FLOWS, ANON?

GM LAST WEEK I COMMITTED MYSELF TO STUDYING SATS FLOWS LIKE NEVER BEFORE. THIS WEEK MY COMMITMENT TO SATS FLOWS WILL BE UNWAVERING

SATS FLOW WILL HELP REVIVE BEAUTY AND CULTURE IN THE WORLD AROUND US. FEW UNDERSTAND THIS.

WTF happened in…

Life should not be a journey to the grave with the intention of arriving safely in a pretty and well-preserved body, but rather to skid in broadside in a cloud of smoke, thoroughly used up, totally worn out, and loudly proclaiming "Wow! What a ride!" ~ Hunter S Thompson

GM AS DEMAND FOR BITCOIN INCREASES, ITS SUPPLY REMAINS CONSTANT. AS DEMAND FOR SATS FLOW INCREASES, ITS SUPPLY DECREASES. FEW UNDERSTAND THIS.

Old world: income generating assets NEW WORLD: SATS FLOW GENERATING ASSETS

SATS FLOW MENTALITY 🐍

Ten31 Timestamp 830,861 courtesy of @JOHN ARNOLD While the S&P and Nasdaq were down modestly on the week as investors digested a potentially longer path to central bank rate cuts, bitcoin ripped off another ~10% move up as net inflows to new spot ETFs accelerated to the tune of ~$2.5 billion. As price inflation proves stickier than hoped (even as measured by questionable official statistics), major pockets of traditional investment like commercial real estate continue to look more impaired, and central bankers worldwide say the quiet part out loud with growing frequency, we wouldn’t bet on this strong trend for interest in bitcoin reversing in the near term.

Ten31 Timestamp 830,861

The broad-based bullishness of the past few months flatlined somewhat this week as multiple inflation prints came in hotter than expected while clo...