Bingo, if your savings are Bitcoin then bitcoin is what you need to measure your investments against. Bitcoin is your money. Every investment should have positive returns in money. Meaning that when you exit the investment you end up with more bitcoin.

If your savings are in dollars then your hurdle rate for an investment is -5% or whatever inflation is that year.

Any company that isn't increasing Bitcoin per share sustainably is a losing proposition given time. That means treasury companies who have fiat shell games as their primary aquisition method can only win on shorter time scales. Much riskier than hodling self custody. Dilution, mismanagement, and confiscation are all risks you don't take with self custody.

A bitcoin future investment means a business that saves in bitcoin and has a service or product that allows them to grow that stack size or revenue against bitcoins growth rate.

If you haven't internalized this concept you also haven't understood and internalized the way that fiat drives malinvestment.

nostr:nevent1qqsvl3r784um7e4c7euzerzecj4xxwky84tj328sdtuaz3v6ywzl64qpz9mhxue69uhkummnw3ezuamfdejj7q3qcn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsqxpqqqqqqzurkcx2

Reply to this note

Please Login to reply.

Discussion

No replies yet.