How to Build & Grow a Bitcoin Business w/ Phil from 21M (JWP81)
Phil from 21M Communications joins me to break down what it takes to build a Bitcoin-only business. We explore the difference between Bitcoin and crypto companies, how 21M helps Bitcoiners "sell exposure", what it's like on the inside of an agency, how to earn yield by providing Lightning Network liquidity, and where Phil sees Bitcoin going over the next two decades.
TIMESTAMPS:
0:00 – What Phil Is Focused on Today
4:15 – Inside 21M Communications
10:56 – How to Build a Bitcoin Business
15:25 – Bitcoin vs “Crypto” Companies
16:41 – How a Bitcoin Agency Actually Works
24:14 – Selling Bitcoin Exposure and Measuring Impact
29:53 – How to Leverage the Right Connections
34:35 – Staying Ahead with Trend Jacking
37:05 – Finding What You’re Opinionated About
43:23 – Earning Yield By Providing Lightning Network Liquidity
48:27 – Cashflow, Leverage, and Trading Lessons
53:06 – What the Next 20 Years in Bitcoin Could Look Like
55:53 – How to Connect with Phil
New episodes 3x per week. Let's learn together.
USA Q2 GDP outpaced forecasted 2.4% GDP growth, coming in at 3%
Pretty big outperformance, and a nice tailwind for asset prices this q3
End September going to be red hot ATH zone for Bitcoin I reckon
Been such an interesting process to watch play out, laying bare all the failings of politics
Politicians are essentially open to the highest bidder
Mortgage Your House to Buy Bitcoin? Use this Calculator so You Don't Get Liquidated
Should you mortgage your house to buy Bitcoin? Scott Bratcher and I explore how pairing real estate debt with a long-term Bitcoin mindset can unlock low time preference thinking. How do you ensure you don't become a forced seller and get liquidated?
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Bitcoin Fixes the Real Estate Bubble
Scott Bratcher breaks down how Bitcoin creates a better store of value than property and outlines a model where investors use Bitcoin to transition renters into homeowners.
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"In almost every scenario we can imagine, we’re going to watch — over the next 10, 15 to 20 years — the explosive growth of Bitcoin as it gobbles up all these parts of the macroeconomic world. And so these landlords that are landlords by necessity — who thought, 'When I grow up, I'm going to be a landlord?' Nobody. They had to go buy properties because that was the only way they could keep up and potentially outpace inflation, other than throwing their money in the S&P. And the S&P, over the last 15 years or so, is really when it decoupled from the fundamentals and started to balloon — to outpace the fundamentals of those companies as they should be valued. So the premium that's put on there from the casino we’ve had to play in — the S&P 500 and so on — that premium also exists in the real estate market. Because there are so many people that had to buy those properties to protect the value of their savings and their retirement, there are a bunch of landlords out there that don't want to be landlords.
So my theory is: over the next 10 to 15 years, people are going to be exiting the landlord business — people who never wanted to be in it. They're going to be buying Bitcoin instead. And those houses sold out of those portfolios can be sold to homeowners who can work their way up, save in Bitcoin.
So if landlords buy Bitcoin to exit the landlord business, and renters save in Bitcoin to buy those houses from them — this is how Bitcoin fixes the housing problem from both ends of the spectrum."
npub1gkgyk28lurjuhyfjlxsga9mw6lc0c47c8pmcr65usre9d3qjcx6q9cyk5m / Ep.80 / 35:05
Day 9 of the $10/day DCA Tracker
Today’s Results:
📈 Best Performer: REIT (+1.63%)
📉 Worst Performer: MSTR (-2.35%)
I assume UK based users of Nostr will be able to hide their location?
I totally disagree with the idea of controlling people online, but one will have to evolve with the playing field they occupy
Australia will be close behind I am sure
Always love to learn that people are directing more attention to Nostr
Top 3 reasons?
Landlords Are Selling Real Estate for Bitcoin
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This 100-Year S&P500 Chart Will Blow Your Mind
Day 8 of the $10/day DCA Tracker
Today’s Results:
📈 Best Performer: MAG7 (+0.66%)
📉 Worst Performer: REIT (-1.90%)
Preparing for the Exodus of Real Estate to Bitcoin w/ Scott Bratcher (JWP80)
Scott Bratcher joins me to break down his Bitcoin Real Estate Calculator: a tool that helps investors evaluate mortgage debt, trapped equity, and the opportunity cost of not holding Bitcoin. We walk through a live example using the calculator, explore why a wave of property investors may soon exit real estate, and discuss "Why the Future is Bitcoin."
Scott Bratcher is the author of “WTF (Why the Future) is Bitcoin, and an engineer building scalable, customer-focused SaaS products to serve startups and Fortune 500 companies.
TIMESTAMPS:
0:00 - Introducing Scott Bratcher
0:44 - Using the Bitcoin Real Estate Calculator
4:31 - Live Example of How to Use the Calculator
12:47 - Lowering Time Preference with Bitcoin and Real Estate
27:22 - Setting a Bitcoin Price Trigger to Pay Off Your House
29:51 - Unlocking Your Trapped Equity
37:10 - Real Estate as a Long-Term Store of Value
38:30 - The Coming Exodus of Property Investors
47:59 - Scott’s Journey to Bitcoin
50:15 - WTF (Why the Future) is Bitcoin
53:23 - Deciding How to Spend Your Time
1:00:16 - Bitcoin is the Life Raft
1:06:03 - How to Connect with Scott Bratcher
New episodes 3x per week. Let's learn together.
I have e 2x podcast slots this week at 20.00 Pacific time Monday (today) and Wednesday
Who would like to join as a guest?
No prior experience necessary, just an interesting story, and a passion to share one’s lessons
#asknostr
So much complexity to this. What trips me up: how can a monetary union survive without a fiscal union?
Ie when borrowing is done together but then spent in different ways
Only a matter of time before blows up in my view
Day 7 of the $10/day DCA Tracker
Results After 1 Week:
📈 Best Performer: Ethereum (+3.34%)
📉 Worst Performer: MSTR (-1.54)%)
Focus on what you can control
It also a case of opportunity cost, as you say, and just this week there is a family home that has come into my view as very attainable for me and might well work for us
So capital has value for one thing one minute, but the next you might want it for something else
🤔
In this case I had a close friend reach out with a strong view to say no. For me to then ignore that warning and proceed is going to be too much
This is energetics at play
The social capital I’ve built and continue to invest in paying me back
Why would they reach out right now?
The universe helping me out
🙏🏻
Such an interesting test of that founding team. You learnt so much about them without a huge investment of time, and no capital at all
Love it
Saying no as an investor is harder than saying yes sometimes
Money Should Be Efficient, But At What Cost?
Thomas Jeegers
You can just build things
As always excellently read nostr:nprofile1qqstnem9g6aqv3tw6vqaneftcj06frns56lj9q470gdww228vysz8hqpzpmhxue69uhkummnw3ezuamfdejsz9mhwden5te0wfjkccte9e3h2unjv4h8gtnx095stejct5
It’s actually pretty scary how detailed, comprehensive, and absolute the story detailed actually is
“The Great Taking” is well placed to actually happen
It hammers home where positioned correctly as a capital allocator is so key
Stay safe friends
The latest episode of Once Bitten has just dropped.
nostr:nprofile1qyt8wumn8ghj7ct5d3shxtnwdaehgu3wd3skueqpp3mhxue69uhkyunz9e5k7qpqtdc9um9kqfp9cqvjqtwswzsvqzdsgzkpn9swamed3286kfwpaljsklkxan joins me to talk about nostr:nprofile1qythwumn8ghj7enjdfhhx6pwdehhxarjxyhxxmmdqy3hwumn8ghj7mn0wd68yttjv4kxz7fwwpekvmm4dejxzarfdahzu6twvehsqgpxtmsqqtw9xu9r4jstsr5rkh4nlcwyk2uh66yh9xjr8ugzxq40zv63f2er
How can you invest in a bitcoin fund to grow your stack and acquire a second passport at the same time?
Please support the bitcoin ecosystem by listening on @fountain_app
Nice. Will have a listen. Best Portuguese residency investment option I have seen
🙏🏻
Thanks so much for tuning in! Hope it’s been as valuable for you as it is for me 🙏🏻
Sorry nostr:nprofile1qqsgqke57uygxl0m8elstq26c4mq2erz3dvdtgxwswwvhdh0xcs04scppemhxue69uhkummn9ekx7mp0qy28wumn8ghj7un9d3shjtnyv9kh2uewd9hslhw7y3 , Riverside really let us down
What a legend, working on some great stuff
We will record again in a few months once baby girl has arrived
🙏🏻
Yes. 10$. Where does it travel over tkme in terms of purchasing power across different assets
It’s a new project. A daily graphic comparing different asset classes
nostr:nprofile1qqs043gn588da502h36q0sffjay9m69mk28dmm805qtgzl7g6n6q0fgpzpmhxue69uhkummnw3ezuamfdejszrrhwden5te0vfexytnfduknsunm Found that clip I mentioned, where the premium on Real Estate is analyzed.
Nice. Love Joe’s content
He was epsiode 1 of JWP back in Jan this year
🙏🏻
Great question, and I’ve not seen anyone that has nailed this
Keen to use when they do
The People's Reserve has been talking a big game about this but I wouldn't trust them yet. https://www.peoplesreserve.com/
If you are wealthy enough to be a private banking client with a big bank they would make it work for you.
Talking a big game, and not put anything in the market accept for their own token
Classic shitcoining