Oddbean

We all love: - coffee - dry cleaning - flowers - meat - groceries Ie things that every local high street likely has somewhere along it. Which got me thinking: what does it look like if you buy a small business, convert it to a Bitcoin standard, and leverage it to stack sats? Of course the CAGR of Bitcoin is the hurdle rate which almost immediately means it's a bad idea eg - CAGR predcition of 50% on Bitcoin means 250k of Bitcoin over the next 4 years will become 375k, 562.5k, & 843.75 So your small business investment needs to 3.5x in 4 years to keep up How can you do that? Well one of the reasons I like the MSTR play, plus the likes of Semler and Metaplanet, is they're leveraging the public market feature set of debt access etc So what tools does a small business have at it's disposal? Better access to debt than an individual? Better tax loopholes? Better ability to grow income? Point being, it's of course a lot less effort to just own Bitcoin, but wondering why a handful of good cashflowing assets couldn't become your satsflow machines...?

I guess the idea that small businesses are cash flow positive in nature separated out from the operator / owner and why they would always remain that way or at a level that makes this an effective play at a reasonable purchase price. In order for you to acquire them and buy bitcoin at a reasonable rate there has to be something you're bringing that will allow you to consistently acquire the asset and end up with more bitcoin than the cost of the money you put in to buy it. I think there are options here but at an SME level I don't think that financial engineering is likely going to be the way.