@JoinHorizon_ cr. @infraa_ ...

Housing Affordability - US homes cost 750% of annual household income [1] - Housing affordability is worse than the 2006 housing bubble peak [1] - High mortgage rates of 660% exacerbate affordability issues [1] Economic Implications - Continued unaffordability threatens the middle class [1]

Monetary Perspective - Housing affordability is framed as a monetary issue, not a real estate issue [1] - In gold terms, housing is 25% cheaper than in 1950 [1] - In Bitcoin (BTC) terms, housing is 99.7% cheaper over the last decade [1] Proposed Solution - The solution is to "fix the money" to restore the American dream [1]

Market Opportunity - A short duration, high-yield BTC credit products market is emerging [1] - The $33 trillion short duration U S credit market has a strong demand for such products [1] Strategic Recommendation - More bitcoin treasury companies should launch STRC equivalents [1]

Structured BTC financial products will take bitcoin from $2.4T to $24T. ...

Every 3-5 years, there's a period where .eth bros rejoice at Ethereum's outperformance relative to Bitcoin.When this inevitably reverses, and ETH/BTC resumes its downtrend, they burrow back underground.Not unlike cicadas. ...

Investment Strategy - Institutional portfolio managers may find it easier to allocate funds to treasury company equity than to leveraged long Bitcoin (BTC) positions [1] - Pushing treasury company equity allocation through investment committee and risk management review is generally easier [1]

Financial Market Analysis - Mortgage-backed securities 曾在 2007 年将美国经济推入下行螺旋 [1] - Bitcoin-backed securities 的作用与 Mortgage-backed securities 相反 [1]

Mortgage-backed securities and the moral hazard they introduced sent the U.S. economy into a downward spiral in 2007.Bitcoin-backed securities are doing the opposite. ...

Bitcoin & Treasury Companies - Wall Street's increasing interest in treasury companies is discussed [1] - Treasury companies' role in mitigating Bitcoin's volatility is examined [1] Bitcoin Acquisition & Scaling - The discussion covers how Nakamoto is scaling BTC acquisition globally [1] Leadership - Strong leadership is identified as a defining factor for success in the field [1]