Keep me posted. I’m (slowly) starting to work on related issues so I can better pitch a bitcoin strategy to my owners. Right now i think I’m going to focus on the four risk factors I mentioned in my earlier post.
I’m also thinking about how to perform financial calculations in terms of sats. Like, if I invest X sats into dollars to undertake some capital project at a property, and I get Y cash flows that I convert back to sats, what’s my NPV, IRR, etc. I think this would require defining your conversion rate for the analysis period. I’d probably just use a forward projection of the 200 week moving average based on a simple linear regression.