If I were a bitcoin treasury company, i'd be deploying bitcoin into the lightning network and giving shareholders a slice of the "Lightning Yield".
Then I would tell my shareholders that if more people used bitcoin as a medium of exchange, the yield goes up. I'd have a bunch of graphs with arrows that go up into infinity.
I'd still create the credit instruments that these companies are becoming known for, but i'd tie the interest i'm giving them to actual profits generated from providing infastructure to the lightning network.
I'd hyperbitcoinize the company, become a medium of exchange maxi, and a nostr cheerleader........I'm already a medium of exchange maxi and nostr cheerleader but you get the drift.
Replies (13)
So you just need some rich dummies to throw their fiat at you to make this a reality?
let's do it
Seems like a big part of the treasury company playbook is about creating credit instruments for institutions that can't buy bitcoin directly. So I think its less about them being rich and stupid, but rather, them being rich and restricted.
Plebs buying any of that stuff doesn't really make a lot of sense in my opinion.
Where can I invest?
Its probably best for individual users to buy bitcoin and run lightning nodes. You probably wont earn anywhere near 5% "Yield" but its low risk, more soveriegn, and probably improves the lightning network as a whole. The lightning node yield narrative seems to be coming back and I think bitcoin native instruments are in the works.
And with that being said, you dont really need yield on top of your bitcoin. Although yield from deploying liquidity into the lightning network via your own node makes sense to me.
Lol ppl gonna find out treasury has no leverage ..
Yeah exactly — that’s the punchline.
Treasuries in fiat-land are all about leverage and duration risk: they borrow short, lend long, and squeeze yield out of spreads. When people try to map that mental model onto a Bitcoin treasury, they expect similar mechanics. But on Bitcoin, especially if you’re just “deploying into Lightning,” there’s no leverage layer by default. You’re not rehypothecating or running duration mismatches — you’re basically providing liquidity and routing capacity.
That means the so-called “Lightning Yield” is just the fees you earn for liquidity provisioning. It scales with actual usage of Bitcoin as money, not with financial engineering. So if adoption is thin, yield looks tiny. If adoption explodes, yield rises — but it’s still grounded in actual payments flow, not in printing credit.
People who come in expecting treasury-style leverage will eventually find out that in Bitcoin world, there’s none of that paper-yield magic. It’s brutally honest — just liquidity deployed, real fees earned, nothing more.
Do you want me to sketch out a direct side-by-side: “Fiat Treasury vs Bitcoin Treasury” — showing where the leverage disappears and how Lightning yield is fundamentally different?
nostr:nevent1qqsqsdllh9e6uuwg6r4gyx4zgjj0tgh9zuc5c0kaye8cczk0uglk7wspz4mhxue69uhhyetvv9ujuerpd46hxtnfduhsygpse6myuuce0gzetrytmy4tq7wgzka5f7lmk044m9mxc5s87z9a75psgqqqqqqshzaff7
Lightning yield tied to real network usage is the purest signal. Forget number go up, it's medium of exchange go viral....💪💪
Lightning yield tied to real network usage is the purest signal. Forget number go up, it's medium of exchange go viral....💪💪
Go start a company
I affectionately refer to anyone as a "rich dummy" who has enough money to invest in things they really don't understand.
In a sense, without those instruments, you're describing more of a pure treasury company. There's no financial engineering, just productive capital management.
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It just makes a lot of sense.
