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![patio11 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::20844341.png) Patrick McKenzie [@patio11](/creator/twitter/patio11) on x 182.9K followers
Created: 2025-07-23 23:34:54 UTC

Anyhow when you have assets where the valuation is materially tied to ongoing cash flow from a small number of customers who actually do have creditworthiness as a material constraint, valuing the asset requires some POV on customer creditworthiness today and in future.


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**Related Topics**
[rating agency](/topic/rating-agency)
[default risk](/topic/default-risk)
[alternative investment](/topic/alternative-investment)
[cash flow](/topic/cash-flow)

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