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Most people think AI requires technical skills they don't have.
It doesn't. It requires the skills you've spent your entire career building — you just don't have a name for them yet.
Last week, I published a book about it.
No prompt engineering tips. No tool tutorials. A thinking framework for professionals who want AI to compound what they already know.
Live now:
amazon.com/dp/B0GSPKS4K9
Read the introduction for free:
asymmetricderisking.substack…
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Brian Rothenberg 🟧 retweeted
“From Property to Protocol: How Bitcoin Is Reshaping Real Estate’s Role as a Store of Value.”
My keynote at Plan ₿ 2026 in Lugano.
Thank you to @LuganoPlanB for the invitation!
Brian Rothenberg 🟧 retweeted
Here’s the Deep Dive from the latest edition of The Bitcoin Newsletter, where I explore how inflation distorts human action, changes economic incentives, and creates a monetary premium in assets such as real estate, and how bitcoin could reshape these dynamics.
Brian Rothenberg 🟧 retweeted
It only took 2 months but @whitenoisechat is now finally in the Apple App Store.
(We're also in the Google Play Store, Zapstore, and available on Github 😉)
White Noise is now on the App Store.
The messenger with no phone number, built native for iOS, where an AI agent can sit in the chat like anyone else.
apps.apple.com/app/white-noi…
Brian Rothenberg 🟧 retweeted
DDC announces DDC SAVOR 13.5% Perpetual Preferred Series A.
• 13.5% stated annual dividend rate
• Daily accrual on every calendar day
• Up to $4 per share in conditional Bitcoin-linked Bonus Dividends
• $25 face value
Expected to trade on NYSE American under ticker SVOR.
globenewswire.com/news-relea…
Brian Rothenberg 🟧 retweeted
IF YOU’RE AT @bitcoinconfams, COME FIND ME IN THE EXPO AREA! I’LL BE THERE WITH COPIES OF MY BOOK, DIGITAL REAL ESTATE! 📙
Brian Rothenberg 🟧 retweeted
Regardless of who you vote for in the Midterms, you want Bitcoin.
If you're RED, you want Bitcoin because it's about individual accountability. Ownership. It's all on you. It's immune to inflation and has the most robust defense ever built.
If you're BLUE, you want Bitcoin because it's owned and run by the people. Bottom up. It flips the Cantillion funnel upside down, so no entity stands first in line at your expense. It's the most egalitarian form of global money, honoring your civil rights and liberties.
If you're a LIBERTARIAN, you want Bitcoin because no nation or state controls it. You hold it how you want to, outside of entities or governments, if you wish. Bitcoin has the Difficulty Adjustment and Halving instead of a central bank or FDIC. There's no backstop. It IS the backstop.
If you're politically agnostic and opt out to voting (who can blame you?) you want Bitcoin because it's the definition of bold disruption. It's unapologetic. You can protest without fear or persecution in the comfort of your home.
Everything's on the ballot today except the money.
Bitcoin lets you exit this nonsense.
Brian Rothenberg 🟧 retweeted
Real estate will always have utility. But its role changes as bitcoin becomes the preferred savings vehicle.
Real estate is a $300–500 trillion market, and @leonwankum tells @DeSpencer_ why Bitcoin won't just overtake it, it will outgrow it.
This is The Insane Math Behind Bitcoin Demonetizing Real Estate 👇
Chapters:
00:00 Why $1,000 Trillion Is the Base Case for Bitcoin
01:44 From Rome to Nixon: How Real Estate Became Money After 1971
03:53 Leverage, Cash Flow and Why Most Real Estate Deals Don't Work Right Now
06:24 Bitcoin Will Outgrow It Real Estate Market
09:11 Collateral Doesn't Need Cash Flow
12:22 Why Bitcoin's Volatility Is a Feature for Collateral
15:46 Rent and Buy Bitcoin
20:30 The Digital Real Estate Playbook
25:34 Rental Property and the Future of Interest Rates
30:33 Bitcoin to $1 Million by the Late 2030s
Brian Rothenberg 🟧 retweeted
When Satoshi published the white paper:
World money supply - $40 trillion.
World debt - $170 trillion.
Bitcoin's supply - 21 million.
18 years later TODAY:
World money supply -$127 trillion.
World debt - $365 trillion.
Bitcoin's supply - 21 million.
They tripled the money.
They doubled the debt.
Satoshi didn't change a thing
because Bitcoin is MONEY.
Brian Rothenberg 🟧 retweeted
Coinbase loans just got a LOT more expensive overnight.
@Coinbase BTC-backed loan interest rates spiked from ~5% to over 13.8%
It's settled down slightly to 9.75% this morning. Currently ~2x the cost of the loan as is was yesterday.
And here's the part most people still don't understand:
Your BTC is used to mint cbBTC out of thin air, which gets pushed onto @Morpho. If Morpho gets hacked or the cbBTC disappears, Coinbase loses none of the collateralized BTC.
You do.
Coinbase keeps the real BTC.
So the borrower gets:
• Smart contract risk
• Morpho risk
• Wrapped BTC risk
...AND now gets to pay 2x to 3x higher interest for that risk.
How many people understood THAT when they clicked "Borrow"?
Brian Rothenberg 🟧 retweeted
My latest newsletter, Inflation and the Distortion of Human Action, is in your inbox 📨
I explore how inflation distorts human behavior, influences investment decisions, and creates a monetary premium in real estate, and how Bitcoin is reshaping these incentives and, with them, balance sheets and capital markets (Link in bio).
Brian Rothenberg 🟧 retweeted
Brian Rothenberg 🟧 retweeted
Thank you for having me on @RobinSeyr.
We discussed what happens to real estate when bitcoin becomes the preferred store of value. 🎙️
$22K of BTC Will Buy a $571K Home by 2034 (Full Math)
-> Why Bitcoin Will Absorb Real Estate, Not Just Gold
-> How Strategy and Strive Use Bitcoin Like Real Estate
-> Should You Borrow Against Your Bitcoin
With the amazing @leonwankum
Brian Rothenberg 🟧 retweeted
JUST IN: 🇺🇸 $1.8 trillion Franklin Templeton has received approval from Nasdaq to list two new Bitcoin ETFs with a DRIP strategy 👀
The 'FBEQ' and 'FIBT' ETFs will reinvest dividends from US stocks into Bitcoin! 🚀
Brian Rothenberg 🟧 retweeted
Holding bitcoin is a more rational strategy than diversifying into assets whose investment appeal is driven by the very monetary distortions bitcoin was designed to overcome.
Brian Rothenberg 🟧 retweeted
Joined RE: Bitcoin with @chasepalmieri. He asked several excellent in-depth questions about Strive I've never been asked publicly before. Hope you enjoy the conversation.
TIMESTAMPS
00:00 - Strive and Bitcoin Amplification
01:50 - Amplification Risk and Reward
04:04 - Market Demand and Institutions
06:57 - Outperforming Bitcoin
10:06 - Growth and Capital Strategy
13:00 - Bitcoin Balance Sheet and Digital Credit
18:01 - Daily Dividends and Market Impact
21:04 - Collaboration and Competition
24:50 - Digital Credit Yields and Risks
29:59 - Bitcoin Loans and Collateral
39:48 - Long-Term Strategy and Outlook
$ASST $SATA $SATS
Brian Rothenberg 🟧 retweeted
NEW: 📣 We’re excited to announce the inaugural Digital Credit Digital Conference.
📅 Wednesday, October 21, 2026
⏰ 10:00 AM – 2:00 PM EST
Join us for four hours of conversations focused on the rapidly evolving world of digital credit.
Speaker announcements coming soon.
Save the date.
Brian Rothenberg 🟧 retweeted
I have had a great time joining many podcasts this year but this one with Alex Thorn at Galaxy was one of my favorites. We go deep into the merge of AI and digital assets and what the next year will look like as tokenization changes the world.
youtu.be/G-HqvP7pjVk?si=WC-c…
Brian Rothenberg 🟧 retweeted
UPDATE: SATS Pricing and What it means.
SATS priced last night. 7M shares at $90, upsized from 5M. That’s about $630M coming in.
One thing worth knowing. Strive gets $90 a share but the div and the claim are on the $100 stated amount. So it’s $700M notional for $630M raised, and 15% on $100 is 16.7% on what they actually received.
Once the cash is in BTC my math has them around 43K BTC, sats per share up about 21%, and Amplification back near their 60% target. Zero new common shares.
Settles Monday the 20th. The 18 month div reserve comes from cash already on hand so the whole raise can go to Bitcoin.
My numbers assume ~3% fees and BTC at $82K. The final prospectus should have the real fees in a few days.
$BTC $ASST $SATA $MSTR $STRC
cc. @GrainofSaltSF @BritishHodl @G_Dinero
Strive announces upsized IPO of $SATS to $700M notional, priced at $90 per share.
We'll discuss the details in depth on the next @HurdleRatePod, which will be released when the IPO settles next Tuesday.
