Treasuries will come, treasuries will go. Only those with sats flow will remain.
GRANTGILLIAM
grant@primal.net
npub1saxm...u5fv
Bitcoin, Ten31
Started stacking’ sats, I been geeked ever since
There are only 3 ways to outperform bitcoin:
1. Leverage: adding leverage can work, but it adds risk and must be understood.
2. Multiple expansion: can’t bank on it, as it can be driven by factors outside your control (and can go the opposite direction).
3. Sats flows: least risky, most durable avenue to outperform bitcoin (and the most under your control).
Focus on sats flows.
You can just build a new bitcoin miner
Sats flow generating companies are more rare than bitcoin treasury companies
SATS FLOW REMAINS KING
On a bitcoin standard your batting average will be much more important than it is now. The consequences of bad decisions and bad results are diminished when holes can be filled with the money printer and losses are absorbed by the masses.
In the future, behind every capital investment decision there will be two critical questions:
1) how much sats flow do I have at my disposal to invest? [input]
2) what are the expected sats flows from such an investment? [output]
You will only have sats flow to invest by having previously provided value, and you will only generate incremental sats flows by continuing to provide value in the future.
Simply holding bitcoin is *not* a strategy to outperform bitcoin.
Generating sats flows *is* a strategy to outperform bitcoin.
Sats flows provide freedom.
Control your own destiny.
Flow the sats you want to receive in the world
Have gotten so many inbounds from people who are planning or contemplating starting a bitcoin treasury company. Last cycle it was people starting mining companies. Rarely if ever get an inbound from someone explicitly targeting a sats flow strategy.
Satoshi said, "Let there be sats flows." - Genesis block 1:21
THE ROAD TO A BITCOIN STANDARD IS PAVED WITH SUSTAINABLE SATS FLOWS.
There is a extremely positive correlation between happiness and generating sats flows.
GM


The only evidence of creating value is generating sats flows




