David Bilfeld

Investor, Developer, Dad to humans and dog, Husband, Thinker and Lover of Life.

[David Bilfeld @DavidBilfeld]

@Scaramucci Glad to hear you’re holding strong @Scaramucci . This asset will test you like no other. Reminding oneself of all the above is paramount. The thesis only changes for the better…everyday. Price has not reflected the fundamentals. Bitcoin will prevail.

[David Bilfeld @DavidBilfeld]

@elonmusk Thank you @elonmusk for being an inspiration to our entire planet.

[David Bilfeld @DavidBilfeld]

@AlexesNakamoto @scottmelker This guy is talking about price action as opposed to utility. He’s lost all conviction due to the price going down most likely because of money getting pulled out of the system to invest in AI… I don’t think this guy actually understands this.

[David Bilfeld @DavidBilfeld]

@RaoulGMI @jvisserlabs Two of my fav macro investors in one place. F yes.

[David Bilfeld @DavidBilfeld]

A must read. This may be the single greatest reflection on why Bitcoin is positioned at the crossroads of the new reality we are entering. Thank you @jvisserlabs #bitcoin https://t.co/5lN6VKHQqT

[David Bilfeld @DavidBilfeld]

@natbrunell Nobody said this would be easy. If you believed.. actually believed in the thesis it should not change. Write it on your office wall gets some post it notes. This is when sticking through/getting over the challenge makes or breaks you.

[David Bilfeld @DavidBilfeld]

@APompliano Only if you don’t teach them. Give them all the skills including ones they may not use and they will be grateful when it’s needed.

[David Bilfeld @DavidBilfeld]

@APompliano Great read. Spot on. Maturation and evolution of new tech. Keep the faith. Thanks @APompliano

[David Bilfeld @DavidBilfeld]

@RayDalio In what ways do you believe is the best avenue for owning gold ? What is your ratio of gold to bitcoin?

[David Bilfeld @DavidBilfeld]

@AdamBLiv Nice work. Love the conviction. It’s gonna be a hell of a ride….

[David Bilfeld @DavidBilfeld]

@rami_hashimi @grok Done

[David Bilfeld @DavidBilfeld]

25 years as a commercial real estate investor, and I’ve seen it all.

During the Great Recession, I went all-in on single-family homes. Why? Simple: they were dirt cheap, foreclosures were everywhere, and the market was primed for a rebound. People always need a place to live, no matter the economy.

But let’s talk today. With interest rates no longer at historic lows, what’s a single-family home really worth?

When financing dries up or gets too expensive, demand shifts. Cash buyers and investors like me start hunting for deals, but the average buyer struggles. Values stagnate or dip in high-rate environments—look at 2022-2023 data: median home prices dropped 5-10% in some markets when rates hit 7%+.

If financing vanishes entirely? That’s a black swan event. Single-family homes would take a hit—maybe 20-30% in value, depending on the market—because liquidity drives prices.

No loans, no buyers, no bidding wars. But here’s the kicker: even in a crash, people still need homes. Rentals thrive in those moments. BUT, what if there is major unemployment spike? I think AI will be that next disruptor. I think it has already begun...

What’s your take? Are single-family homes still a solid bet, or is the game changing? #RealEstate #Investing #HousingMarket

[David Bilfeld @DavidBilfeld]

@simplybitcoin Nice work.

[David Bilfeld @DavidBilfeld]

@Vivek4real_ Bitcoin is a mind f*%k... if you let it. Once you realize it's perfect... each dip is a great day.

[David Bilfeld @DavidBilfeld]

@GiovanniIncasa Influence

[David Bilfeld @DavidBilfeld]

@saylor Historically speaking from the 2035, Bitcoin is at a 10 year low. Great time to buy. Get it before its gone.

[Michael Saylor @saylor]

21 Truths of Bitcoin

1. Bitcoin is an Ideology.
2. Bitcoin is a Protocol.
3. Bitcoin is an Asset.
4. Bitcoin is a Network.
5. Bitcoin is Immaculate.
6. Bitcoin is Ethical.
7. Bitcoin is a Commodity.
8. Bitcoin is a Digital Commodity.
9. Bitcoin is Digital Scarcity.
10. Bitcoin is Digital Gold.
11. Bitcoin is Digital Money.
12. Bitcoin is Perfect Money.
13. Bitcoin is Legitimate.
14. Bitcoin is Corporate.
15. Bitcoin is Global.
16. Bitcoin is Immortal.
17. Bitcoin is Digital Energy.
18. Bitcoin is a Digital Energy Network.
19. Bitcoin is a Digital Economic System.
20. Bitcoin is a Digital Defense System.
21. Bitcoin is an Emerging Star System.

[David Bilfeld @DavidBilfeld]

@KashPatelX f yes.

[David Bilfeld @DavidBilfeld]

@elonmusk @DOGE Thank you @elonmusk. You the greatest example of a patriot that I have seen in my lifetime. Keep up the great work. You need to do a masterclass on time management... how the F do you do it all!??

[David Bilfeld @DavidBilfeld]

@joerogan Another instance of someone giving their opinion on something they know nothing about. Maybe if he DID listen to @joerogan's podcast - he could have something intelligent to say