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:

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.

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.

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

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.

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 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🧵 1) Clarity

Bitcoin is the best capital.

Every smart person, nation, and AI will want the best capital.

It's worth half of everything.