Asset Allocation - Bitcoin accounts for only 02% of global assets [1] - Gold represents 22% of global assets [1] - Real estate constitutes 37% of global assets [1] Market Perspective - The cryptocurrency market is still in its early stages [1]

Americans have long loved London. As prices for high-end homes fall, U.S. buyers are swooping in to take advantage of real-estate bargains in the U.K’s capital. https://t.co/dTabrqKBWR https://t.co/kGE1nwlUoC ...

Exclusive: A 1920s home in the historic village of Tuxedo Park, N.Y., is coming on the market for $29.5 million. The 151-acre estate is the largest-ever property to hit the market in the Hudson Valley gated community. https://t.co/XdAC4RTclA ...

RT Horizon (@JoinHorizon_)Ray Dalio says buying and holding real estate is a bad strategy in 2025.It's more interest rate sensitive than it is inflation sensitive. It's easy to tax. It's immobile.Bitcoin solves these flaws, and with Horizon you can stack it with your home without taking on debt. https://t.co/4MHUbEvzat ...

We're building a ₿ridge from real estate to cyberspace. https://t.co/CRiKQVHEsS ...

Core Insights - The article highlights the author's extensive background in finance, particularly in corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets [1] Group 1: Professional Background - The author holds a Master's degree in Banking & Finance from Université Paris 1 Panthéon-Sorbonne, indicating a strong academic foundation in finance [1] - The author's experience spans over 10 years in investment banking, showcasing a deep understanding of financial markets and investment strategies [1] Group 2: Areas of Expertise - The author specializes in financial modeling, valuation, and qualitative analysis, which are critical skills for assessing investment opportunities [1] - The focus on real estate and renewable energy suggests a strategic interest in sectors that are likely to experience growth and transformation [1] Group 3: Engagement and Goals - The author aims to share insights and analysis on companies of interest with a global audience, indicating a commitment to knowledge sharing and community engagement [1] - The intention to debate ideas reflects a desire for continuous improvement and collaboration within the finance community [1]

Investment Strategy - Real estate is not considered a good investment idea due to its sensitivity to interest rates, even more so than to inflation [1] - Real estate's fixed nature makes it an easily taxable asset, reducing its effectiveness as a diversifier [2] - Real estate lacks the portability of other assets, limiting its diversification benefits [2]

Today, the number of renter households in the US is growing three times faster than homeowner households, signaling a major shift in American home ownership. This trend traces back to the 2008 housing crash when construction slowed dramatically and the US never caught up. Restrictive zoning laws have limited where and what kinds of housing can be built.The cost of raw materials has gone up, coupled with a labor shortage. And in the last five years, mortgage rates have more than doubled due to inflation. Thi ...

Housing Policy - Beijing residents and non-Beijing residents with 2+ years of continuous social insurance or individual income tax payment in Beijing can purchase unlimited units of commercial housing outside the 5th Ring Road [1]

President Donald Trump signed an executive order on Thursday that will make it easier for 401(k)s and other employer-sponsored retirement plans to offer private equity, real estate, cryptocurrency, and other options. https://t.co/BuTqH8w2Hx ...