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Billy ₿oone

@BillyBoone32

Sep 5 • 21 tweets • 6 min read • Read on X

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If you think house prices will keep going up,

you are missing something CRITICAL

A house is a monetary battery.

And a storm is coming to drain 90% of the stored wealth...

Here's why you should be wary of investing in real estate🧵

A house hasn't always been an "investment class"

1950 (and 1971) is where it started.

What is responsible for the growth in real house prices since?

It's shocking:

The demand for a house has skyrocketed the last 50 years.

Supply has been unable to keep up.

But everything is about to change:

Think about it:

Why does your 3-bedroom house cost 10x what it did in 1970?

Demand is a factor.

You could have very well lived during the maximum number of humans that will ever exist on the planet.

It's all downhill from here (for now)

But demand is slowing.

Drastically.

We are now below replacement rate.

Fewer people = less demand for housing.

Since 1971 (end of gold standard), houses became the middle class's inflation hedge.

We stopped saving dollars.

Started "investing" in homes.

Houses went from shelter to money.

1970:

Average yearly wage: $9,870

Average house price: $17,000

House cost about 1.72 times your annual (single income) salary.

2025:

Average US yearly wage: $66,000

Average house price: $442,000

House cost about 7 times your annual salary.

Translation:

1970 man works for 1 year to buy a house.
2025 man works for 7 years to buy a house.

Rent in 70's average was 108$ a month.

That's about 13% of a person's annual salary back then.

Rent now is $2,000.
That's 30% of a person's annual income.

Without wage increases, demand for a house is wildly unsustainable.

This doesn't even factor in the decline in jobs available (ai is taking them)

5 forces driving the real estate bubble:

Population exploded (2.5B➡️8B people)
Everyone moved to cities (20%➡️90% urban)
Households shrink (5➡️2 people)
House size (800➡️2,500 sq ft)
Financialization of real estate ($10T➡️$370T)

Perfect demand storm.

The retail demand tailwind is turning into headwind with declining population growth and rising affordability crisis.

It's a Wall St game now.

Meanwhile, supply constraints are cracking:

Starlink + solar = live anywhere

3D printing slashing construction costs

When everyone can work from anywhere, there is no local advantage.

Supply is UNLIMITED

When people were required to be local to work, it created demand for local housing.

With the lowest transportation friction in HISTORY, and the lowest demand for in-person work in HISTORY,

pockets of supply are now expanded to global supply.

"But real estate always goes up!"

No.

Monetary premiums always seek the hardest asset.

Gold → Real Estate → Bitcoin

With decreased demand, wide open supply, and $75T in Boomer wealth changing hands,

The premium is getting flipped

Bitcoin is superior money.

And it will reset the global monetary order.

We're watching money EXIT real estate in real-time:

• Blackstone pausing redemptions
• Office buildings selling for 20% of 2019 prices
• China property sector imploding

Smart money sees what's coming.

Your choice is simple:

Hold an overmonetized utility asset facing:

• Demographic collapse
• Supply expansion
• Expropriation + tax risk

Or

own the purest form of digital energy.

And one day, Bitcoin will have a larger market cap than real estate.

Meaning a $20M coin is trading at $112,000...

I help investors understand Bitcoin mining and use it to build generational wealth.

Inflation is a problem for everyone.
Bitcoin is a solution for everyone.

Check out my investor letter:

DM me for a $100+ in hosted mining creditthebitcoinmininginvestor.com

https://x.com/BillyBoone32/status/1964052253754491094

And if you found this post helpful/valuable, consider reposting to reach others like yourself:

https://x.com/BillyBoone32/status/1964052253754491094

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More from @BillyBoone32

Billy ₿oone

@BillyBoone32

Sep 4

Credit card defaults just hit 2008 levels.

But here's what nobody's talking about:

This time it's happening while stocks are at all-time highs and unemployment is "low"

And the Fed knows it.

Here's what the data actually reveals (and your only lifeboat)🧵

Let me show you what the Fed doesn't want you to see.

Their Q2 2025 Consumer Credit Report is eerie.

I spent 6 hours analyzing all 46 pages.

What I found?

We're not approaching 2008 levels.

In some areas, we've already passed them.

First, the headline number:

Americans now owe $18.39 TRILLION in total debt.

That's $4.24T more than 2019.

But the total isn't what matters.

It's who can't pay...

Read 15 tweets

Billy ₿oone

@BillyBoone32

Sep 3

Most investors are still using Benjamin Graham's 1949 investing playbook in 2025.

But traditional value investing just died.

The "Ideological Investor" is here.

And if you don't understand these 3 key shifts, you're investing with a BLINDFOLD🧵

Think about it:

Quants blamed "anomalies" for underperformance in 2016 (Trump) and 2020 (COVID).

They missed the signal:

Anomalies aren't exceptions anymore.

They ARE the environment.

The Washington Consensus that built modern finance?

• Fiscal restraint
• Free markets
• Stable exchange rates
• Privatization

Dead. All dead.

The Beijing Consensus won:

State-led, sovereignty-first principles now rule.

Read 17 tweets

Billy ₿oone

@BillyBoone32

Sep 1

Everyone thinks Bitcoin mining is about solving complex math problems.

But that's wrong.

And I just revealed the $60,000 secret that lets you buy Bitcoin at 50% off while getting a 100% tax write-off.

After THOUSANDS of hours studying the strategy,
6 investor applications🧵

First, forget everything you think you know about mining

Bitcoin miners aren't "solving complex math."

They're generating trillions of lottery tickets per second.

Finding a valid block is like finding one specific grain of sand from the beaches of 10,000 Earth-like planets

The scale is mind-blowing:
To mine 1.5 Bitcoin per day, you need:

50 megawatts of power
Thousands of machines
Each generating 395 trillion guesses per second

But here's what changes everything...
You don't need to do this yourself.

Read 14 tweets

Billy ₿oone

@BillyBoone32

Aug 25

I just read Lyn Alden's August letter on tariffs.

It's somewhat eerie alpha.

The U.S. just imposed the largest tax increase in modern history: $360 billion per year.

100% paid by Americans.

Here's the sneaky playbook nobody's talking about (except Lyn):

First, let's kill the myth.

Per ChatGPT & Grok:

American consumers and businesses pay 100%.
Import prices haven't dropped.
Foreign exporters aren't absorbing costs.

Tax on China? Pure fiction.

The numbers are brutal:

Tariffs jumped from $80B → $360B annually

Import prices: 0% reduction since "Liberation Day"
To offset a 20% tariff, exporters need to cut prices 16%

Reality: They're not cutting anything.

Read 17 tweets

Billy ₿oone

@BillyBoone32

Aug 5

Last week at a traditional finance conference, I was asked over 100 times, "So what is Bitcoin mining?" by boomers, financial advisors, and kids.

This is what I said to answer the question (it's not what you would expect)🧵

I would say 1% of 1% of the global population actually understand what Bitcoin mining is.

No, Bitcoin mining is not "solving complex math problems"

This is what most people say to dumb it down.

It's actually not complex at all👇

This is Bitcoin mining:

• You plug in a machine
• The machine consumes energy
• The machine looks for a number in a very large set
• The machine gets rewarded with Bitcoin

Read 16 tweets

Billy ₿oone

@BillyBoone32

May 30

This keynote presentation by Saylor will be relevant for the next 1000 years.

And what he said won't blow your mind.

He shares the 21 ways to wealth for the 8 billion people on earth.

Here's a breakdown of each one🧵