In this month’s edition of my newsletter, I delve into the story of Metaplanet, my most comprehensive piece yet! 📨 It was important to me to understand the Metaplanet story in its entirety. If it’s as significant as it appears, it deserves a closer look, not just as a successful publicly listed company, but as a potential framework for understanding global Bitcoin adoption. @Dylan LeClair @mcshane

The Metaplanet Story: From Crisis to a Bitcoin Standard

TBN 32 - In this edition of the newsletter, I will delve into the story of Metaplanet, serving as an example of how companies can follow Strategy�...

@Time Standard

One of the most underrated positive second-order effects of bitcoin is that rents don’t have to keep rising to offset inflation, they can actually stabilize, or even decline over time.

Bitcoin will make housing more affordable. As bitcoin's utility as collateral becomes more recognized over time, people will realize that it is a better store of value than real estate. There’s no longer a need to store wealth in property, as BTC can take that role, allowing the monetary premium currently embedded in real estate to flow into Bitcoin and letting property prices return to reflect actual utility. Even though this is a long process, it’s one of Bitcoin’s most important second-order effects: more affordable housing.

Purpose before motion.

Recent discussion on real estate, Bitcoin, STRK & STRF, and bitcoin’s role as collateral.

Once bitcoin surpasses real estate as the preferred store of value, architecture will shift to prioritize function over speculation.

My new newsletter is out: from cypherpunks to corporations: what corporate adoption means for Bitcoin Let me know your thoughts on this one! 🧠

From Cypherpunks to Corporations: What Corporate Adoption Means For Bitcoin

TBN 31 - In this edition, I’ll explain why I believe corporate Bitcoin adoption is a net positive for the entire ecosystem and what risks are ass...

Bitcoin-backed financial products make it possible to learn through insight, instead of the system having to collapse and people having to learn through suffering.

The legacy financial infrastructure is not compatible with Bitcoin. As a result, legacy financial products will increasingly integrate and be exposed to bitcoin, not to reinvent the system, but to gradually harden existing structures (see $STRK & $STRF). Over time, this process will lead to Bitcoin establishing itself as the monetary singularity, setting a new global monetary standard. In my next newsletter, I’ll explore this in detail. Out next week!

The Bitcoin Newsletter | Leon Wankum | Substack

Bitcoin. Real Estate. Philosophy & Ethics. Click to read The Bitcoin Newsletter, by Leon Wankum, a Substack publication with thousands of subscribers.

Empiricism is ultimately meaningless, because the future doesn't exist; it is a concept.

The time of corporate Bitcoin adoption is here. Strategy has provided the playbook. Companies like Metaplanet have heeded this call, and thousands will follow. In my upcoming newsletter, I will explore in detail what this means for Bitcoin, and its monetary function. Out next week!

The Bitcoin Newsletter | Leon Wankum | Substack

Bitcoin. Real Estate. Philosophy & Ethics. Click to read The Bitcoin Newsletter, by Leon Wankum, a Substack publication with thousands of subscribers.

How Bitcoin Mining Can Energize Real Estate My latest for BM 🏠

Bitcoin Magazine

How Bitcoin Mining Can Energize Real Estate

Mining could potentially be used as a way to mitigate costs associated with real estate ownership through proper energy management.

The slides for my latest talk, "Navigating the Shift from Real Estate to Bitcoin: How Humanity Will Save and Live in the Future", are now live on my website. On their you can also find a full archive of my presentations, articles, and other work.

Leon A. Wankum

Navigating the Shift from Real Estate to Bitcoin: How Humanity Will Save and Live in the Future - Leon Wankum

In April 2025, I had the pleasure of speaking at the Rock Star Real Estate Conference in Toronto. My talk focused on how Bitcoin can be used as col...

My new newsletter, “Navigating the Shift from Real Estate to Bitcoin: Redefining How Humanity Saves, Builds Wealth, and Lives,” is out!

Navigating the Shift from Real Estate to Bitcoin: Redefining How Humanity Saves, Builds Wealth, and Lives

TBN 30 – In this edition of the newsletter, I dive into the strikingly similar investment thesis behind real estate and Bitcoin and explore tailo...

This was my first time speaking to a real estate crowd. 1,000+ RE investors open to learning about Bitcoin. I was stunned at how openly BTC and its benefits for real estate development and management were embraced. Clearly, the tide is shifting. ✨🛸

Keynesians are evil people. The world will eventually learn what a crime against humanity the disregard for monetary sovereignty was.

I do sometimes & will make sure to post this one! 🫡🤝 View quoted note →

Im currently putting the finishing touches on a new newsletter about Bitcoin and AI. This one has been a lot of fun to write and research. Looking forward to sharing it with you. Out next week!

The Bitcoin Newsletter | Leon Wankum | Substack

Bitcoin. Real Estate. Philosophy & Ethics. Click to read The Bitcoin Newsletter, by Leon Wankum, a Substack publication with thousands of subscribers.