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🏡 Real estate vs. bitcoin?

🏡 Real estate vs. bitcoin?

PLUS: is Binance imploding?

Alex M.
September 15, 2023

GM everyone. This is 2036, the crypto newsletter that pays you.

Today is Favorite Friday, where we serve up the resources we most enjoyed this week 🍲.

So if you're looking for content to dig into this weekend, this is your list...

🥢 Our Favorite Resources

What we most enjoyed this week

1/ Are We There Yet? - Arthur Hayes

King Arthur strikes again.

We've said it before, but we’ll say it again for the kids in the back: if you had to read just one thing in crypto, it should be Arthur’s essays.

In his latest one, Arthur asks:

What if there is no US recession?
What if inflation doesn’t fall?
What if there is no US financial system meltdown?

… does Bitcoin still go up?

You can read his answers here.

2/ The First Cycle Scare - Bob Loukas

Crypto works in 4-year cycles.

Where are we now, and where are we likely to go in the next few months?

Bob Loukas gives a tentative answer. If you’re new to the four-year cycle, it’s worth watching.

3/ Michael Saylor on Crypto Banter

If you haven’t been completely orange-pilled yet, all you need to do is watch Michael Saylor talk for more than 5 minutes.

The man has a knack for breaking down the question “why bitcoin” better than anyone else.

This is one of his best interviews so far.

4/ On A Bear Market II (Vibes) - Punk6529

Punk6529 is one of the most respected voices in crypto.

And this week, he put out another banger thread covering:

how to deal with a bear market
are NFTs dead?
which NFTs will survive?

… and a lot more. Do yourself a favor and read it.

5/ Emerging Catalysts in Crypto - Pantera

We summarized this essay in yesterday’s email, but if you want to learn how to find crypto tokens that will outperform - you should read this.

🐦 A couple of Tweets we found interesting

The best of the bird

Interesting perspective, and probably not far from the truth.
— Dyme (@CryptoParadyme)
10:57 PM • Sep 2, 2023

On real estate vs. bitcoin…

These Swiss village homes are beautiful 😍
Each of them is worth between $1.5 and $3 million.
But they're also:
Illiquid - Need to cash in? It can take months / years to find a buyer.
Non-fungible - To find a buyer, you need:
- A well-off Swiss resident who wants to live in a… twitter.com/i/web/status/1…
— Stack Hodler (@stackhodler)
1:33 PM • Sep 12, 2023

And now the Binance US CEO leaves. And BNB doesn’t even budge. Am I missing anything or is this the most obvious short of the year?🧠
Writing was on the wall for FTX, and I didn’t bother to make the obvious FTT short. Then it dropped like 95% in a matter of days.🤦‍♀️
Discuss👇
— Beanie (@beaniemaxi)
1:46 PM • Sep 13, 2023