I like the concept

Just not sure I fully grasp it

You could say I’m not in the “few” that get it 🤣

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grant thinks he's cool and doesnt answer anyone. i was the first one to comenup with the concept. as a chartered money manager, it's easy to grasp and I've called it discounted sats flow investing.

if you're using cashtreasuries as your hurdle rate and default cash as your treasury, withoutimplementing Sats flow--this is what your asset (business or others) or portfolio is up against in comparison...