Monetary premium

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Joe Consorti ⚡️· 2025-08-14 18:49
Market Analysis & Trends - Global markets are undergoing a significant repricing due to inflated asset values resulting from 54 years of fiat currency [1] - Real estate is identified as a primary example of assets with values exceeding their underlying utility, driven by monetary policy since 1971 [1][2] - The distortion in real estate is global, with an estimated $114 billion-$130 billion monetary premium embedded in the $370 trillion market [3] Financial Implications & Valuation - In 1975, the median U S home cost $39500, adjusted for inflation and bigger floor plans, it "should" cost $332000 today, but in reality, the Median U S home in 2025 costs $512000, the gap, about 35%, is a monetary premium [3] - Residential properties hold $86 billion-$99 billion of the monetary premium, as homes have become stores of value [4] - Bitcoin has absorbed $2 trillion in capital, representing 0 2% of total global assets and 0 54% of global real estate value in just 16 years [5] Investment Opportunities & Alternatives - Bitcoin is presented as an alternative store of value to real estate, offering scarcity, liquidity, and global accessibility [4] - The shift from home equity to Bitcoin is portrayed as a generational opportunity, with the potential for real estate prices to reflect living value rather than wealth storage [5][6]