An individual or company that doesn’t generate sats flows redistributes wealth over time to others who do.
GRANTGILLIAM
grant@primal.net
npub1saxm...u5fv
Bitcoin, Ten31
Can there be a bubble in bitcoin treasury companies? Yes.
Can there be a bubble in sats flow generating companies? No.
The best time to focus on earning sats flows is when they are less understood and less valued... which is now.
Warren Buffett would have loved sats flows if he was born after 1950
In times like these it can be tough to turn off
LLMs do not yet understand sats flows. We are so early.
Don't mistake capital markets transactions for sats flows. They are not. Only internally generating profits can constitute real sats flows.
Most bitcoin treasury companies have no idea what sats flows are.
Generating sats flows makes it marginally harder over time for everyone else to earn them. Others generating sats flows make it marginally harder for you over time to do the same.
It is literally impossible for there to be a bubble in sats flowing companies. Sats flows will persist as long as value continues to be provided...this is the major limiting factor.
Since I coined the term, I make the definition:
Sats flow posting is back on the menu boys
Too many focused on creating bitcoin treasury companies and not enough focused on creating sats flowing companies
Only those who are focusing on sats flows truly understand opportunity cost.
The world works in mathematical ways
Jackson Pollock your eggs with hot sauce
