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@ halalmoney
2025-05-12 16:23:13
"One of the many problems with the commie/fiat VC industry is it pushes very fast burn rates, and as the saying goes, what 1 developer can do in 1 month, 2 developers can do in 2 months. Having a balance of bitcoin alongside a real company means that a founder can make prudent decisions of when to invest capital in the real company portion that actually support growth since the time value of money mostly collapses when the balance sheet is bitcoin.
…For large, established companies going beyond a modest addition of bitcoin in their balance sheet, they are effectively declaring that bitcoin is a better buy than their stock since if it were not, they would do stock buybacks.
…if we consider what bitcoin and capitalism mean at a deep level, it is about maximal liquidity — when there is maximal liquidity in information, the cost of reaching customers with a truly superior product will be far lower. NOSTR is still in its infancy, but I am generally bullish on rapid organic spread of information rather than pay-to-play media chokepoints."
Hard Throughput Bitcoin Companies (HTBCs): a new capitalization architecture to fix things with bitcoin, Dirac Delta