@DanielBitHedge

Founder, bitHedge Fund I | Bitcoin upside; return of capital backstopped by US commercial real estate | CRE operator, bitcoiner | 506(c) | Not investment advice

 Salt Lake City, UT
bithedge.fund
Joined September 2011
  • Tweets556
  • Following180
  • Followers185
138Media
Most investors want bitcoin upside but can't stomach the drawdowns. Most owners of commercial real estate have equity sitting idle and no way to put it to work without selling or refinancing. We built a fund where each one solves the other's problem. How bitHedge Fund I works:
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In a digital, decentralized world, people still want a place to create value together. A great office is the Bitcoin of IRL work. A clip from @ChrisDrz & @TimKotzman's podcast @REstandardPod, Ep 39 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 16
Episode 39: CRE's Shakeout is Only Beginning @ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type. 00:00 Intro 01:35 RES Market Monitor update 04:15 Debrief on Token2049 in Singapore 17:20 Interest rates by property type 19:00 CRE’s newest competitor $SATS 27:05 CMBS delinquency rates 31:05 The volatility double standard 40:00 Tenant activity 51:40 Shallow bay industrial’s time to shine 59:00 Closing thoughts
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Own bitcoin outright and it falls 50%: no capital call. An office goes from 100% to 60% occupied: $125 a foot to re-tenant. @ChrisDrz on his podcast @REstandardPod with @TimKotzman: the volatility is equivalent, it just shows up differently. Ep 39 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 16
Episode 39: CRE's Shakeout is Only Beginning @ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type. 00:00 Intro 01:35 RES Market Monitor update 04:15 Debrief on Token2049 in Singapore 17:20 Interest rates by property type 19:00 CRE’s newest competitor $SATS 27:05 CMBS delinquency rates 31:05 The volatility double standard 40:00 Tenant activity 51:40 Shallow bay industrial’s time to shine 59:00 Closing thoughts
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Property value = land + the contributory value of the improvements. Sell for redevelopment and the improvement value you paid for is gone. It's not coming back. A clip from @ChrisDrz & @TimKotzman's podcast @REstandardPod, Ep 39 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 16
Episode 39: CRE's Shakeout is Only Beginning @ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type. 00:00 Intro 01:35 RES Market Monitor update 04:15 Debrief on Token2049 in Singapore 17:20 Interest rates by property type 19:00 CRE’s newest competitor $SATS 27:05 CMBS delinquency rates 31:05 The volatility double standard 40:00 Tenant activity 51:40 Shallow bay industrial’s time to shine 59:00 Closing thoughts
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The DeFi mullet: TradFi on the front end, on chain in the back. You don't even need to use the word "blockchain." People just notice it's convenient and easy to verify. A clip from @ChrisDrz & @TimKotzman's podcast @REstandardPod, Ep 39 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 16
Episode 39: CRE's Shakeout is Only Beginning @ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type. 00:00 Intro 01:35 RES Market Monitor update 04:15 Debrief on Token2049 in Singapore 17:20 Interest rates by property type 19:00 CRE’s newest competitor $SATS 27:05 CMBS delinquency rates 31:05 The volatility double standard 40:00 Tenant activity 51:40 Shallow bay industrial’s time to shine 59:00 Closing thoughts
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New Zealand: property transfers via a government portal in minutes. Not on chain yet, but close. Once owners see that, blockchain matters. One blockchain is built as money. A clip from @ChrisDrz & @TimKotzman's podcast @REstandardPod, Ep 39 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 16
Episode 39: CRE's Shakeout is Only Beginning @ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type. 00:00 Intro 01:35 RES Market Monitor update 04:15 Debrief on Token2049 in Singapore 17:20 Interest rates by property type 19:00 CRE’s newest competitor $SATS 27:05 CMBS delinquency rates 31:05 The volatility double standard 40:00 Tenant activity 51:40 Shallow bay industrial’s time to shine 59:00 Closing thoughts
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CRE is leaning into the energy transition and AI. The blind spot, per @ChrisDrz: the revolution in money and store of value. A clip from @ChrisDrz & @TimKotzman's podcast @REstandardPod, Ep 39 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 16
Episode 39: CRE's Shakeout is Only Beginning @ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type. 00:00 Intro 01:35 RES Market Monitor update 04:15 Debrief on Token2049 in Singapore 17:20 Interest rates by property type 19:00 CRE’s newest competitor $SATS 27:05 CMBS delinquency rates 31:05 The volatility double standard 40:00 Tenant activity 51:40 Shallow bay industrial’s time to shine 59:00 Closing thoughts
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Bitcoin's volatility is globally broadcast. Real estate's is local and quiet: half the occupancy gone, a storm in your market. Both are risk. One is on a ticker. A clip from @ChrisDrz & @TimKotzman's podcast @REstandardPod, Ep 39 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 16
Episode 39: CRE's Shakeout is Only Beginning @ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type. 00:00 Intro 01:35 RES Market Monitor update 04:15 Debrief on Token2049 in Singapore 17:20 Interest rates by property type 19:00 CRE’s newest competitor $SATS 27:05 CMBS delinquency rates 31:05 The volatility double standard 40:00 Tenant activity 51:40 Shallow bay industrial’s time to shine 59:00 Closing thoughts
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Every industry needs Bitcoin, and Bitcoiners inside each one who speak the lingo. @ChrisDrz on his podcast @REstandardPod with co-host @TimKotzman. A clip from Ep 38 with @modernTman Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 8
Episode 38: Keeping the Ranch in The Family @ChrisDrz , @DanielBitHedge and @TimKotzman are joined by @modernTman to get an update on the beef and agricultural industries and how bitcoin is the solution to the rising costs of doing business. 00:00 Intro 00:45 RES Market Monitor update 06:55 State of affairs in farming 11:38 Bitcoin helps solve business issues 17:30 Centralization of the agricultural industry 23:05 The education gap 42:40 Broken monetary system squeezing farmers 50:00 bitHedge as the solution 01:10:06 Closing thoughts Remember to find your local farmer beefmaps.com/ and go shake his hand
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"You can own millions of dollars of productive land and still have a liquidity problem." @ChrisDrz on his podcast @REstandardPod with co-host @TimKotzman. A clip from Ep 38 with @modernTman Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 8
Episode 38: Keeping the Ranch in The Family @ChrisDrz , @DanielBitHedge and @TimKotzman are joined by @modernTman to get an update on the beef and agricultural industries and how bitcoin is the solution to the rising costs of doing business. 00:00 Intro 00:45 RES Market Monitor update 06:55 State of affairs in farming 11:38 Bitcoin helps solve business issues 17:30 Centralization of the agricultural industry 23:05 The education gap 42:40 Broken monetary system squeezing farmers 50:00 bitHedge as the solution 01:10:06 Closing thoughts Remember to find your local farmer beefmaps.com/ and go shake his hand
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"We're land rich and cash poor in agriculture." Texas Slim, 7th-generation Texan, on Bitcoin as the asset that can act like land did. A clip from @ChrisDrz and @TimKotzman's podcast @REstandardPod, Ep 38 with @modernTman Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 8
Episode 38: Keeping the Ranch in The Family @ChrisDrz , @DanielBitHedge and @TimKotzman are joined by @modernTman to get an update on the beef and agricultural industries and how bitcoin is the solution to the rising costs of doing business. 00:00 Intro 00:45 RES Market Monitor update 06:55 State of affairs in farming 11:38 Bitcoin helps solve business issues 17:30 Centralization of the agricultural industry 23:05 The education gap 42:40 Broken monetary system squeezing farmers 50:00 bitHedge as the solution 01:10:06 Closing thoughts Remember to find your local farmer beefmaps.com/ and go shake his hand
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My grandpa once chased a train in his truck to make a dance at the University of Utah. Leaned out to wave down the conductor, never saw the telephone pole. Knocked clean out of the truck. Got up in one piece. Praise God, he was fine.
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Commercial real estate developers are about to show up at city planning meetings with pictures of Tesla's flying car and request a parking ratio of 0.0/1,000 SF 😂
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"They had four tractors, they had to sell two of them off." Texas Slim on the Farm Aid years and what ranchers still lack: fast access to liquidity. A clip from @ChrisDrz and @TimKotzman's podcast @REstandardPod, Ep 38 with @modernTman Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 8
Episode 38: Keeping the Ranch in The Family @ChrisDrz , @DanielBitHedge and @TimKotzman are joined by @modernTman to get an update on the beef and agricultural industries and how bitcoin is the solution to the rising costs of doing business. 00:00 Intro 00:45 RES Market Monitor update 06:55 State of affairs in farming 11:38 Bitcoin helps solve business issues 17:30 Centralization of the agricultural industry 23:05 The education gap 42:40 Broken monetary system squeezing farmers 50:00 bitHedge as the solution 01:10:06 Closing thoughts Remember to find your local farmer beefmaps.com/ and go shake his hand
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Texas Slim: Texas once had 254 local processing centers. Now, big multinationals. The problem came from centralization. Nothing is more decentralized than Bitcoin. A clip from @ChrisDrz and @TimKotzman's podcast @REstandardPod, Ep 38 Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 8
Episode 38: Keeping the Ranch in The Family @ChrisDrz , @DanielBitHedge and @TimKotzman are joined by @modernTman to get an update on the beef and agricultural industries and how bitcoin is the solution to the rising costs of doing business. 00:00 Intro 00:45 RES Market Monitor update 06:55 State of affairs in farming 11:38 Bitcoin helps solve business issues 17:30 Centralization of the agricultural industry 23:05 The education gap 42:40 Broken monetary system squeezing farmers 50:00 bitHedge as the solution 01:10:06 Closing thoughts Remember to find your local farmer beefmaps.com/ and go shake his hand
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"That's why people are in Bitcoin." Texas Slim on food security, family ranches and taking action. Find a ranch. Shake a rancher's hand. A clip from @ChrisDrz and @TimKotzman's podcast @REstandardPod, Ep 38 with @modernTman Full episode: xitter.cf/REstandardPod/status/2…
The Real Estate Standard
@REstandardPodOct 8
Episode 38: Keeping the Ranch in The Family @ChrisDrz , @DanielBitHedge and @TimKotzman are joined by @modernTman to get an update on the beef and agricultural industries and how bitcoin is the solution to the rising costs of doing business. 00:00 Intro 00:45 RES Market Monitor update 06:55 State of affairs in farming 11:38 Bitcoin helps solve business issues 17:30 Centralization of the agricultural industry 23:05 The education gap 42:40 Broken monetary system squeezing farmers 50:00 bitHedge as the solution 01:10:06 Closing thoughts Remember to find your local farmer beefmaps.com/ and go shake his hand
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If bitcoin fails to perform, you're at risk. A: do nothing, keep juggling. B: pledge your land and share in the Fund's gains. If bitcoin is flat or down at the end of the term, you pay the shortfall in cash, capped at your pledge. That's the risk you're taking. Part 5. The Fund relies on Rule 506(c) of Regulation D. No investment may be accepted unless the prospective purchaser receives and reviews the final offering documents, is verified as an accredited investor, completes the subscription process, and is accepted by the General Partner. The offering documents contain material information and risk factors not included in this material and control in the event of any inconsistency.
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Finally, the right structure for CRE owners who do not want to service debt but do want to accumulate bitcoin. And the Bitcoin cycle is giving us the right entry price.
Chris Drzyzga, SIOR | Commercial Real Estate
@ChrisDrzOct 15
What if a free-and-clear property could give you Bitcoin exposure without selling the real estate? That is the idea behind bitHedge. Pledge the property as collateral. Keep the asset. Participate in Bitcoin’s upside. That is a very different way to think about trapped equity. @DanielBitHedge Watch the full episode. xitter.cf/REstandardPod/status/2…
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Heal the land. Heal the finances. Heal relationships. A regenerative practice you can't fund yet. Upgrades the ranch has needed for years. More labor. Time with your family. What would you do if the equity in your land went to work? Part 4. The Fund relies on Rule 506(c) of Regulation D. No investment may be accepted unless the prospective purchaser receives and reviews the final offering documents, is verified as an accredited investor, completes the subscription process, and is accepted by the General Partner. The offering documents contain material information and risk factors not included in this material and control in the event of any inconsistency.
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Capital partner wants the 2x. Real estate partner wants the 2x. I want the 2x. Three partners. One goal: the Fund’s value doubles. Different roles. Bitcoin is a generational asset, just like your land.
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The Fund relies on Rule 506(c) of Regulation D. No investment may be accepted unless the prospective purchaser receives and reviews the final offering documents, is verified as an accredited investor, completes the subscription process, and is accepted by the General Partner. The offering documents contain material information and risk factors not included in this material and control in the event of any inconsistency.
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