#Bitcoin
and
#RealEstate
: How
#bitcoin
is revolutionizing the world's largest asset class. 👇
I am thrilled by the positive feedback on my talk at
@BTCPrague
! 🌟 Find the slides in the thread below. A special thanks to my friends who helped me build this presentation. Stay tuned
I am happy and overwhelmed by the positive feedback I received for the podcast with
@PrestonPysh
where we discussed the topic of
#Bitcoin
and
#RealEstate
.
We are entering a new era in which the world will likely realize that Bitcoin is a black hole that is sucking up the
Ever thought of
#bitcoin
as digital real estate? Here's a simple take on it. 👇
Just like owning a piece of prime real estate in a bustling city lets you tap into the city's economic growth, holding
#bitcoin
is like having a stake in the internet of value (the world's digital
🧵Physical (
#realestate
) vs. digital property (
#bitcoin
)
Real estate is expensive to maintain, easy to confiscate, easily taxed, difficult to move or liquidate in times of crisis and easily destroyed. 1/6
#Bitcoin
is to real estate what email was to the postal service.
The digital disruption
#Bitcoin
embodies to the real estate industry can be likened to the advent of email.
Just as email and other internet-based messaging services revolutionized communication by becoming the
Real estate development on a
#Bitcoin
standard
As someone involved in real estate development, I've long grappled with understanding how
#bitcoin
, as a digital store of value, challenges real estate's dominant position as humanity's primary store of value.
This realization
Controlling the
#Bitcoin
network would cost an attacker approx. $7.9 billion in equipment and around $2,000,0000 in energy costs per hour.
Destroying a
#house
is much easier.
It is obvious which is the better store of value.
For anyone “criticizing” the volatility of
#Bitcoin
, I urge you to pay attention to historical
#realestate
prices.👇
The following chart, illustrating developed world real estate prices after inflation from 1890 to 2023, provides a visual representation of the volatility of
I was very happy with the positive feedback on my talk on
#Bitcoin
and
#RealEstate
at
@BTCPrague
. Thanks for the invite, to everyone for coming out & my friends who helped me put together the presentation. The video should be put soon. I will post the slides later today too.
In my new essay for
@BitcoinMagazine
, I explain how
#Bitcoin
, as a new variable in global markets, will have a drastic impact on real estate, lending and interest rates as it grows. 🧡
#BitcoinUrbanism
Bitcoin & Real Estate – I’m working on a book. 📖
In 2012, during my philosophy studies, I heard about
#Bitcoin
for the first time. Since 2016, I have been working full-time in the real estate industry.
For a long time I thought that
#realestate
and Bitcoin didn't have much in
#Bitcoin
, the fastest growing asset class, and
#realestate
, the most valuable asset class, are set to switch positions. One can only imagine the paradigm shift this will create for both industries.
#Realestate
is the world's primary store of value and the preferred form of collateral when banks lend money.
#Bitcoin
will take on this role in the future.
I laid out why every
#realestate
investor should own
#Bitcoin
a while ago in this article I wrote for
@BitcoinMagazine
.
I wonder how many real estate investors read the article?
& more importantly, bought BTC?
In my new article for
@BitcoinMagazine
, I explain why
#RealEstate
became a speculative investment vehicle in an inflationary monetary (fiat) system as well as the various negative consequences this had for society & the solution
#Bitcoin
offers. 1/5🧵
It is commonly said that there are only two certainties in life: death and taxes; Bitcoin, however, has introduced a third: a fixed supply of 21 million.
@Breedlove22
#Bitcoin
🧵 1/8 The risk of property confiscation (and how
#bitcon
helps).
Jews in Nazi-Germany were humiliated by having their property confiscated. Families who secured their wealth in physical property lost everything overnight.
I had a great time returning to the
#Bitcoin
Fundamentals Podcast with
@PrestonPysh
.
In this episode, we discussed
#RealEstate
market trends, how
#bitcoin
can serve as collateral for development financing, the markdown of commercial properties & the potential of Bitcoin-backed
As Bitcoin absorbs the premium that
#realestate
has accumulated over decades of inflation, the attitude that "houses always go up in value, it's a safe bet" could be corrected to "houses are potential liabilities" and “
#bitcoin
will always go up in value, it’s a safe bet”.
Adding
#bitcoin
to real estate development loans can enable developers to survive and thrive in an inflationary environment and even survive a possible collapse of the fiat-based banking system.
🧵
#Bitcoin
is primarily seen as an alternative to gold (≈$10-12 T) due to its limited supply and excellent monetary properties. In fact, however,
#bitcoin
is a competitor to the world's most used store of value,
#realestate
(≈$330 T).👇
What is less known is that the “Internet”, particularly the World Wide Web (WWW), originally contained the idea of its own native currency.
The Hypertext Transfer Protocol (HTTP), which was introduced in 1991 for transferring data over computer networks and is mainly used to
For me, there is only one way to deal with the volatility of
#Bitcoin
: build a stoic mindset.
Off to
@BitcoinAtlantis
—after another ice diving session in Finnland w/
@KlattenMoritz
.
#Bitcoin
is changing the investment landscape. Suddenly it's good for a company to be profitable so they can buy more
#bitcoin
. Instead of just speculating on more growth and raising capital.
What do
#Bitcoin
and real estate have in common ? 👇
For some, calling Bitcoin “Digital Real Estate” may sound too abstract. Below I will explain why the two assets share many similarities.
Real Estate
As fiat money has lost its function as a store of value due to decades of
In a collapsing fiat system (pre-bitcoin), real estate became the most popular store of value and basis for creating wealth.
#Bitcoin
will eat this lunch. It is rarer, more liquid, easier to move and harder to confiscate.
The car seemed strange to most at first, with many failing to grasp its benefits. Some car owners even harnessed horses to their cars. In a similar vein,
#Bitcoin
remains enigmatic to most today.
#Bitcoin
’s inelastic supply and hard cap of 21.000.000 make it the first absolutely scarce commodity the world has ever seen. That is a pretty big deal.
The myth of intrinsic value
#Bitcoin
skeptics frequently argue that
#bitcoin
has no intrinsic value, claiming that investments like real estate are superior because of their cash flow or utility value.
This common belief, influenced by the Labor Theory of Value (LTV)—a flawed
🧵 Bitcoin is a beacon of hope in a world of uncertainty and despair. By having a monetary constant, people can focus on things that really matter. I try to show how we can use
#bitcoin
to find optimism for a brighter future 💫
Via
@bitcoinmagazine
1/
Dear all,
I would like to share a chapter from my upcoming book, 'Digital Real Estate,' titled 'Real Estate Refinancing: The Economics of Leverage When Buying Bitcoin.'
I have uploaded the chapter to a publicly accessible Google Doc. Please feel free to leave comments wherever
Just as email and messaging are the preferred way of transmitting information today,
#Bitcoin
will be the preferred way of storing value in the future.
Today, finding focus is the ultimate superpower.
#Bitcoin
helps.
1. There is no need to waste time worrying about making investments.
2. There is no need to waste time managing an investment portfolio.
3. There is no need to waste money on management or consulting fees.
By incorporating
#bitcoin
into property financing, we can facilitate a smoother and more productive economic transition onto a
#Bitcoin
standard, one that could enhance the quality of
#realestate
and contribute to preventing societal collapse amid a hyperinflation scenario.
A few weeks ago on
@SimplyBitcoinTV
, I explained what positive changes can occur to a society when
#Bitcoin
removes the monetary premium from
#realestate
, both for individuals and markets.
By holding
#bitcoin
, you're not just storing value; you're leveraging the opportunity to actively participate in and benefit from the
#Bitcoin
network's value creation.
In the 19th edition of The
#Bitcoin
Newsletter, I share with you a research paper that I wrote over the course of 18 months between early 2022 and late 2023. I am very happy to finally share this research paper with you.
I am keen to receive your feedback. Link in bio. 🧡
Real estate's rising valuation reflects the debasement of fiat currency.
CAGR M2 Money Supply (1971-2024): 6.8%
CAGR Housing in the US: 5.7%
CAGR Commercial US Real Estate: 4.4%
Denying the connection between the expansion of the money supply and
#realestate
values is denying
New episode of The Last Trade, out now!
Author & investor
@leonwankum
joins to discuss…
🟠bitcoin’s store-of-value properties
🟠real estate’s eroding monetary premium
🟠bitcoin’s role in real estate development
🟠structured credit & pristine collateral
Full episode below…
I really enjoyed speaking about „
#Bitcoin
’s Role as Collateral in Real Estate Development“ at
#BH2024
. I will upload individual slides and the full presentation video as soon as possible. 🧡
Once financial service providers realize that they can use
#bitcoin
in credit structures to effectively protect themselves against defaults,
#bitcoin
will undoubtedly become a fundamental part of credit products.
I'm really looking forward to
@BTCPrague
.
In my keynote titled '
#Bitcoin
and
#RealEstate
: How
#bitcoin
is revolutionizing the world's largest asset class,' I will explore the transformative impact of
#bitcoin
on real estate development & the housing market.
See you there!
Lending practices on a
#Bitcoin
standard.
I'm currently in the process of writing the third and final chapter of my book "Digital Real Estate".
In Chapter 3, I will explore how a hypothetical
#Bitcoin
standard, where bitcoin serves as the primary medium of exchange, store of
🧵1/9 Bitcoin & Real Estate 101: Maintenance reserves.
#Bitcoin
maintenance reserves are a long-term treasury management strategy outside of the current uncertainty of the traditional banking system.
#Bitcoin
is the mental exit from the system.
It is not an inflation hedge it is a paradigm shift.
As
#Bitcoin
makes its way into traditional financial markets, we can expect that its issuance plan will become increasingly important to financial markets and central bank's
In my latest piece for
@BitcoinMagazine
"Dismantling the cash flow narrative: real estate vs.
#bitcoin
," I debunk the myth of intrinsic value and illustrate why cash flow does not directly impact an asset's capacity to serve as a reliable store of value.
Bitcoin is Digital Real Estate with Leon Wankum (WiM291)
@leonamschel
and I discuss Bitcoin's influence on the real estate business, how the traditional real estate model is changing the
#Bitcoin
concept, the prospect of digital real estate, consequence of bad money, and more.
If real estate is not properly cared for, its value will literally degrade over time.
#Bitcoin
on the other hand provides the ultimate form of transferable value because it preserves the encapsulated wealth.
As an actual (almost perfect) store of value,
#bitcoin
has the potential to correct misallocation of capital in the
#realestate
sector and force the industry to develop better products with higher market value.
#Bitcoin
, the fastest growing asset class, and real estate, the most valuable asset class, will eventually swap places, one can only imagine what a paradigm shift this will mean for both industries.
In the 20th edition of my newsletter, I explore the role of
#realestate
and its utility value on
#Bitcoin
standard (link in bio!).
This exploration has been critical in developing practical strategies to address the changes brought about by
#bitcoin
, which, as a near-perfect
The Role of the Monetary Premium in Real Estate 👇
Historically, money, particularly in forms tied to gold or other stable assets, served as the primary store of value, maintaining purchasing power over time.
However, when the global financial system underwent a profound
6/6 I expect this trend to continue.
#Realestate
investors understand the advantages of scarce assets in an inflationary environment. Once they realize the advantages of BTC over RE as a store of value, billions, even trillions in value will flow into
#Bitcoin
.
As a new variable in global markets,
#Bitcoin
will have a drastic impact on other markets the larger it grows.
In this article, I examine how
#Bitcoin
can completely transform real estate markets and, in particular, interest rates and lending. 👇
🧵1/7 If you have built or bought
#realestate
with the vision of holding it for the long term and living off the cash flow, you should buy
#bitcoin
with the rental income from your real estate. Here's why:
I've met several people who have proposed the idea of a fund that buys
#bitcoin
to later invest the profits in
#realestate
. This, of course, makes no sense. Bitcoin makes the store of value function of real estate (and any other asset) obsolete.
If you could own part of the Internet, would you say no? In fact, that is what holding
#Bitcoin
entails — holding shares in a new breakthrough protocol poised to transform the Internet into a space where not just information, but also value, can be exchanged freely and securely.