Can there be a bubble in bitcoin treasury companies? Yes. Can there be a bubble in sats flow generating companies? No.

The best time to focus on earning sats flows is when they are less understood and less valued... which is now.

Warren Buffett would have loved sats flows if he was born after 1950

In times like these it can be tough to turn off

LLMs do not yet understand sats flows. We are so early.

Don't mistake capital markets transactions for sats flows. They are not. Only internally generating profits can constitute real sats flows.

Most bitcoin treasury companies have no idea what sats flows are.

Generating sats flows makes it marginally harder over time for everyone else to earn them. Others generating sats flows make it marginally harder for you over time to do the same.