Sahara | The Flow of Value

Helping people understand where value moves next.
Researching systems.
Connecting ideas.
Thinking longterm.

[Sahara | The Flow of Value @SaharaContaste]

Europe as a whole is a little behind and the bank of London is trying to hold on to its relevancy.

Do not be fooled.

And even if the U.S. dollar became so ”weak” the 2nd amendment.

[Sahara | The Flow of Value @SaharaContaste]

The discussion of actual “pallets” of gold leaving the United States..

Countries are “taking” their gold back to do what with it?

I have a thought it is to back not their fiat currency but their digital currency in an effort (attempt) to destabilize the U.S. dollar.

[Sahara | The Flow of Value @SaharaContaste]

Thirdly, fiat currrency is transitioning regardless of whether the general American public is aware. The influence/usage of digital transactions is high in places like china, Singapore, India …

[Sahara | The Flow of Value @SaharaContaste]

What’s Scott Bessent talking about, make America money again 🤭

[Sahara | The Flow of Value @SaharaContaste]

Yes, they’re calling it prediction market.

[unusual_whales @unusual_whales]

Tucker Carlson has said the US government is pushing gambling, porn and drugs on its own population

[Sahara | The Flow of Value @SaharaContaste]

Crypto “the greatest revolution in financial technological history” - Trump

What are revolutions for $1000?

[Sahara | The Flow of Value @SaharaContaste]

Stablecoins being regulated as a cash system online.

[Sahara | The Flow of Value @SaharaContaste]

And if that happens, I have one question:

Where does the value flow?

That’s what I’m thinking about in this post. 4/4
https://t.co/MrF1wlp6jv

[Sahara | The Flow of Value @SaharaContaste]

What if Zelle was no longer moving dollars through the banking system, but moving digital dollars across blockchain rails?

That was the question that started this for me.

Zelle works because financial institutions participate in a shared payment network. 1/4

[Sahara | The Flow of Value @SaharaContaste]

So I started thinking:

If the money becomes digital, but the intermediary remains, what actually changed?

Bitcoin was supposed to remove the intermediary.

But maybe we keep recreating the intermediary around the technology. 3/4

[Sahara | The Flow of Value @SaharaContaste]

I've been telling folks it is a renting market! Try again in the spring, especially if you haven't received any hits in the first 7 days. Your marketing is no bueno.

[unusual_whales @unusual_whales]

BREAKING: US homebuyer demand has fallen to a record low, with just 967,000 buyers competing against 1.46 million sellers, a 51% surplus of sellers.

[Sahara | The Flow of Value @SaharaContaste]

Because I’m less interested in asking, “Is Bitcoin good or bad?”

I’m interested in asking:

Where does the value flow? 3/3

I wrote about it here https://t.co/5rmytmpI1a

[Sahara | The Flow of Value @SaharaContaste]

I started with Bitcoin.

Then two conversations took me somewhere else: Mike Saylor and Jeff Booth.

They both believe in Bitcoin, but they seem to be thinking about two very different futures for it.

One leans toward institutional adoption. 1/3

[Sahara | The Flow of Value @SaharaContaste]

The other keeps coming back to decentralization and the individual.

And then there is the middle.

What happens when something created to change a system becomes part of that system?

That is the question I’m sitting with. 2/3

[Sahara | The Flow of Value @SaharaContaste]

Orders = new jobs coming in

Backlog/RPO = jobs already contracted but not yet completed

Revenue = jobs being completed

Cash flow = money actually coming in

[No filter Skin @NoFilterSkin]

Women should be placed on a pedestal and worshipped.

[Sahara | The Flow of Value @SaharaContaste]

I don't think this is just about AI.

It's about the skills we quietly stop practicing because technology made them optional. 7/7

I wrote more about it here: https://t.co/CxGSh1hLcE

[Sahara | The Flow of Value @SaharaContaste]

I went to OfficeMax this morning to ask how much it would cost to print a 20x30 image.

The woman behind the counter said she didn't know.

Not because she was new.

Not because pricing wasn't available. 1/7

[Sahara | The Flow of Value @SaharaContaste]

The process mattered.

Looking.

Searching.

Connecting.

Finding the answer yourself. 6/7