Joe Consorti ⚡️

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Joe Consorti ⚡️· 2025-07-24 19:37
The pool of capital demonstrating the highest demand for BTC exposure is money market funds, short-term T-bills, commercial paper, and USD bank accounts.Short duration capital with low/no lockup that has been yield-starved in real terms for decades.$32.9 trillion TAM.Dylan LeClair (@DylanLeClair_):The Preferred offering with the shortest effective duration looks to have had the largest initial IPO.Extremely valuable datapoint. https://t.co/JtnyDJh96c ...
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Joe Consorti ⚡️· 2025-07-24 19:29
Bitcoin is a $100T idea currently valued at $2T.If you can study Bitcoin to the point where your conviction overrides the market's discount, that's the biggest informational asymmetry you're ever going to capture.I really enjoyed this podcast with @bramk 👇Bram Kanstein (@bramk):BFM173 w/ @JoeConsorti is live!⚡️“Bitcoin is a $100T+ asymmetric opportunity hiding in plain sight.”We discuss:🔸Bitcoin’s huge opportunity🔸The millennial retirement problem🔸Growing BTC market cap🔸Bitcoin vs Real Estate🔸Bitcoin’s shif ...
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Joe Consorti ⚡️· 2025-07-24 16:17
@JoinHorizon_ Watch it on YouTube 👇https://t.co/u1ffxKMYtZ ...
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Joe Consorti ⚡️· 2025-07-24 16:02
RT Bram Kanstein (@bramk)BFM173 w/ @JoeConsorti is live!⚡️“Bitcoin is a $100T+ asymmetric opportunity hiding in plain sight.”We discuss:🔸Bitcoin’s huge opportunity🔸The millennial retirement problem🔸Growing BTC market cap🔸Bitcoin vs Real Estate🔸Bitcoin’s shift to risk-off assetThis one's🔥 https://t.co/TrMBp3ebJi ...
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Joe Consorti ⚡️· 2025-07-24 15:51
RT Horizon (@JoinHorizon_)"You can't transform part of your house into bitcoin."Oh yeah? Explain this then. https://t.co/cQFAnqfi15 ...
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Joe Consorti ⚡️· 2025-07-24 15:22
11.08% of office CMBS are delinquent.That means over 1 in 10 office buildings with securitized loans aren’t making payments; the highest rate ever.Monetary capital is leaving commercial real estate, and Bitcoin is ready to welcome it.[B2YB @JoinHorizon_] https://t.co/daFNXSRsIH ...
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Joe Consorti ⚡️· 2025-07-24 00:22
Real Estate Valuation - A high-rise building with asbestos and a 50% vacancy rate is not a reliable store of value [1] - The industry expresses surprise that it took so long for people to realize the unreliability of such properties as stores of value [1]
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Joe Consorti ⚡️· 2025-07-24 00:15
Market Trends & Industry Dynamics - Office CMBS (Commercial Mortgage-Backed Securities) delinquency rate reached 11.08% [1] - Over 1 in 10 office buildings with securitized loans are not making payments [1] - The current delinquency rate is the highest level ever, surpassing the Global Financial Crisis (GFC) [1] Potential Risks - Defaults are expected to occur following the high delinquency rate [1]
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Joe Consorti ⚡️· 2025-07-23 20:13
Bitcoin Potential - Bitcoin is presented as a $100T+ idea [1] - Bitcoin is suggested as the only thing that works as advertised [1] Economic Critique - The report questions the validity of economic education, suggesting it might be propaganda [1] - GDP growth is questioned as potentially being a lie [1] - Houses are framed as broken savings technology rather than homes [1]
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Joe Consorti ⚡️· 2025-07-23 18:51
RT Horizon (@JoinHorizon_)Your house shouldn't be your retirement account.Let your house be a home, and let Bitcoin do the rest, with Horizon. https://t.co/6ghEJu1Q3c ...