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Since reaching our recent target of the 0.618 fib extension that we discussed in last week’s newsletter, BTC has retraced slightly to the 0.5 fib extension at $117,000. It is currently ranging between those two levels.
In our view at Bitcoin Magazine Pro, this is a perfectly healthy consolidation following the strong run-up that occurred two weeks ago. Times like this simply require some patience for the strategic investor.
Figure 1: BTC ranging between the 0.5 and 0.618 fib extensions.
Zooming out and looking at BTC performance over the past year, it is now up +73.2%. An impressive performance.
Figure 2: Past 12 months performance.
Comparing that performance versus other major assets shows how impressive it has been, as other leading global assets have significantly lagged behind Bitcoin.
Figure 3: BTC relative growth vs other assets.
Past 12 months' performance of BTC versus other leading global assets:
- BTC: 73.2%
- Tesla: 31%
- S&P500: 13%
- Dow Jones Index: 10%
- Apple: -5%
The Big Story: Bitcoin Draining The Value Out Of Real Estate
The latest Bitcoin Magazine article by Martin Matejka lays out a radical thesis on why Bitcoin could eat into real estate as the world’s favourite store-of-value. Give the full article a read here.
Below, we provide our take on the article and showcase, through data, how Bitcoin is already starting to overtake real estate as a better store of value for millions of people.
Real estate’s status‑quo store‑of‑value is fraying.
Property has ballooned into a $400 trillion market largely because mortgages let owners tap cheap credit. That liquidity premium, rather than rental income, has kept investors piling into houses despite paltry 3% net yields.
The impact of that over time can be seen on the chart below, which shows US Median House prices steadily increasing (blue line). They are shown alongside BTC (black line).
Figure 4: US Median House Prices.
However, as an investor, you want to be holding onto hard assets that can outperform. When we look at US Median House priced in BTC terms rather than in USD, we see a very different picture. US Median House prices have significantly LOST value over time relative to BTC.
Figure 5: US Median House Prices in BTC terms.
A demographic hand‑off is accelerating the shift.
Young investors already hold more cryptocurrency than stocks, bonds, or property, and surveys show that two-thirds of millennials eyed crypto ETFs last year, versus a small fraction of boomers. It’s a generation that values portability and internet‑native wealth over the traditional “forever home.”
The impact of this and BTC’s relentless growth over time as it becomes adopted can be seen in this infographic.
A median-priced house in the US would have cost 24 BTC back in 2017. Today it costs just 4 BTC!
Figure 6: US Median House Prices in BTC terms infographic.
If Bitcoin captures even a slice of real estate’s monetary premium, tens of trillions of dollars could rotate rapidly into digital custody. Is this a global repricing event most investors are still underestimating?
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Bitcoin Magazine Pro Team.