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Leon
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Bitcoin. Real Estate. Philosophy & Ethics. Proof-of-Work. Newsletter: leonwankum.substack.com

U.S. real estate prices closely track the growth of the monetary supply (M2).

As new currency units enter the market, people need to invest in order to protect their buying power.

#RealEstate with its scarcity and attractive financing options, became the preferred investment.

Banks create new money as credit for mortgages, channeling it into RE and inflating its nominal value.

Its rise in nominal value largely mirrors the debasement of fiat currency, emphasizing #realestate‘s role as a store of value and its substantial monetary premium.

Bitcoin, as a superior store of value, will absorb a significant portion of the monetary premium accumulated by real estate and serve as a more accessible store of value by default.

From my perspective, it no longer makes sense to initiate a real estate development project or start a company without first allocating capital to bitcoin, using it as a treasury asset and foundation for the business.

Owning bitcoin allows any company, particularly in the debt-intensive #realestate industry, to build a novel capital base through the long-term appreciation of bitcoin’s purchasing power.

This not only strengthens the company’s financial position but also improves its ability to obtain credit, as bitcoin serves as pristine collateral that can be leveraged to finance maintenance, further construction, or other development projects.

Many normies are asking me why bitcoin is preferable to an ETF.

I wrote a piece on this last year, feel free to share it with your normie friends, it might help them too!

https://europeanbitcoiners.com/bitcoin-is-an-etf-on-global-ingenuity/

1. Sell them and buy BTC 😜

2. If you want to keep them, use Bitcoin to save the cash flow!

3. If you can refinance, you can do so and buy BTC with the extra capital.

Owning bitcoin enables any company, especially in the debt-intensive #realestate industry, to build a novel capital base through the long-term appreciation of bitcoin's purchasing power.

This not only strengthens the company’s financial position but also improves its ability to obtain credit, as bitcoin serves as pristine collateral that can be leveraged to finance maintenance, further construction, or other development projects.

There are different options. I think debifi looks interesting for example. https://debifi.com

Replying to Avatar CitizenPedro

Watching your video https://www.youtube.com/watch?v=3Vs5_EMBfgA&t=772s right now.

This is incredibly fascinating and I would say the absolutely perfect strategy for the current time.

I would say this IS the strategy and playbook for the future. Especially in Europe where real estate is very monetized (especially if looked at per capita) and could definitely benefit with some Bitcoinization. This is great stuff, thank you very very much for this!

Thank you! I believe so too. All will lay it all out in a long format book I am currently putting the finishing touches on. Ready by Q2 25!

The investment worlds of #realestate and Bitcoin will merge more and more. Until the speculation that today takes place in real estate largely migrates to bitcoin and real estate falls back to its utility value.

Some ideas and products will be better than others, but the journey there will be incredibly exciting. 💫

GM 🌞

No matter how high we go, you don't have to sell your corn to spend fiat, just wait for the right multi-sig setup so you can borrow fiat against BTC. 😎

The integration of bitcoin as collateral into credit products will fundamentally change the global financial system and will be one of the driving forces behind the coming price increases. 🚀

I see significant benefits, particularly for real estate.

Stay tuned for more detailed takes on this next week!