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300 trillion US dollars are about to flow into Bitcoin alone. Real estate is sitting at 370 trillion US of total asset value. More than half of that, probably even like 80% of that is pure monetary premium because people save their money there because they have nowhere else to go. My guest today, Rafa, spent the last 16 years in the Treadfi system and is laying out the exact math today how Bitcoin is going to absorb the biggest savings market in the entire world. Even if Bitcoin just captures a
Frameworks extracted
5 totalENTmonths
Stranded Energy Bitcoin Mining Arbitrage
Convert curtailed renewable energy into Bitcoin reserves using interruptible mining loads
FINweeks
Narrative-Stripped Portfolio Sizing
Bypass asset bias by evaluating risk-return in isolation, then size based on portfolio math—never zero
FINweeks
Schrödinger Asset Valuation Model
Price high-uncertainty assets by probability-weighting their two extreme outcome narratives
STRweeks
Disruption TAM Expansion Model
Reframe your market ceiling by quantifying demand the incumbent system suppressed
FINdays
Monetary Premium Capture Valuation
Value any new monetary asset by sizing the savings premium it can absorb from incumbents