Money & Store of Value
How assets earn, hold and lose a monetary premium.
11 sources · 7 chapters
Chapters
- 2Why Real Estate Became the World's Primary Store of Value
- 3The Role of the Monetary Premium
- 5The Advantages of Real Estate
- 7Bitcoin Mining as Real Estate Energy Infrastructure
- 11The Speculative Attack: The Case for Leveraged Bitcoin Exposure
- 17Credit, Interest Rates, and Capital Formation
- 20As the Monetary Foundation Changes, So Too Must the Business Models
Sources
Why it's included
The clearest single introduction to the book's thesis: property's monetary premium migrating into bitcoin.
Chapters
VerifiedRelated commentary
These conversations frame property as a savings technology people adopted by default, and ask what happens when a better one appears.
Closing sources on deflation, AI and abundance, led by Jeff Booth's The Price of Tomorrow.
Why it's included
A top-down model of the global store-of-value market bitcoin could absorb.
Chapters
VerifiedRelated commentary
These conversations frame property as a savings technology people adopted by default, and ask what happens when a better one appears.
A monetary premium is the value an asset carries beyond its use. Japan shows that premium can drain away over decades.
Why it's included
Historical context for 1971, when real estate began absorbing savings that once went to gold.
Chapters
VerifiedRelated commentary
These conversations frame property as a savings technology people adopted by default, and ask what happens when a better one appears.
A monetary premium is the value an asset carries beyond its use. Japan shows that premium can drain away over decades.
Why it's included
Argues for combining cash-flowing property with a volatile reserve asset.
VerifiedRelated commentary
Real estate still produces yield, shelter and utility. These sources argue for pairing the two rather than choosing.
Why it's included
The author of The Bullish Case for Bitcoin compares production economics of gold and bitcoin.
VerifiedRelated commentary
Mining turns stranded energy and land into a monetizable asset. Production cost also acts as a reference point for price.
Why it's included
A short explainer of Rochard's original essay.
VerifiedRelated commentary
Pierre Rochard's 2014 essay argued that rational actors would borrow fiat to acquire bitcoin. These sources revisit it.
Why it's included
Chancellor's history of interest and the costs of suppressing it.
VerifiedRelated commentary
Edward Chancellor's history of interest frames what happens when the price of time is suppressed.
Why it's included
Links cheap credit to housing inflation and resource misallocation.
VerifiedRelated commentary
Edward Chancellor's history of interest frames what happens when the price of time is suppressed.
Why it's included
A market-practitioner angle on Chancellor's argument.
UnverifiedRelated commentary
Edward Chancellor's history of interest frames what happens when the price of time is suppressed.
Why it's included
Booth's core argument that technology is deflationary and money should let it be.
VerifiedRelated commentary
Closing sources on deflation, AI and abundance, led by Jeff Booth's The Price of Tomorrow.
Why it's included
Summary of Booth's repricing argument.
Pending checkRelated commentary
Closing sources on deflation, AI and abundance, led by Jeff Booth's The Price of Tomorrow.