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Bitcoin vs. Real Estate

The Opportunity Cost

A house didn't used to be an investment. Under sound money it was shelter, bought with savings at two to three years' income. Fiat money turned it into the default savings account. Bitcoin now competes for that role.

A House Didn't Used to Be an Investment

For most of American history, a house was shelter. A consumable. Something you saved for and bought outright. The home-price-to-income ratio hovered around 2–3× for decades under sound money — the classical gold standard, the belle époque, even the managed gold standard of Bretton Woods. Then fiat happened. Each loosening of the monetary constraints — the Federal Reserve Act (1913), Roosevelt's break from gold convertibility (1933), the Nixon Shock (1971) — coincided with housing moving further from utility value and closer to its current role as the world's largest store of value. This page's argument is that the money is the reason.

~2×
Price-to-Income · Gold Standard
~3×
Price-to-Income · Bretton Woods
5.0×
Price-to-Income · 2025
Home-Price-to-Income Ratio by Monetary Regime
135 years of US housing affordability across five monetary eras · 1890–2025
Sources: Shiller Home Price Index (1890–), U.S. Census Bureau (MSPUS), BLS, FRED. Pre-1950 ratios derived from historical wage and housing data.

The pattern is consistent. Under the classical gold standard, with the dollar pegged at $20.67 per ounce, housing prices tracked incomes closely. The Federal Reserve Act of 1913 introduced the machinery of monetary expansion, but the gold peg initially constrained it. The critical inflection came in April 1933, when Roosevelt revoked gold convertibility and transformed federal debt from a claim on gold into a claim on dollars — what economists call the "Nominal Revolution." This enabled unbacked fiscal expansion that reflated asset prices, including housing, without a corresponding rise in real incomes. The 1971 Nixon Shock completed the transition, removing the last constraint. Each step loosened the monetary constraint, and each was followed by a higher price-to-income ratio.

The Monetary Eras
How each regime change altered the structural relationship between housing and income
1890 – 1912
Classical Gold Standard
Dollar pegged at $20.67/oz. No mechanism to reflate assets. Housing prices essentially flat in real terms for decades. Deflationary orthodoxy — houses bought with savings.
~2×
ratio
1913 – 1943
Federal Reserve Era & the Nominal Revolution
Fed created in 1913. Price level inflated 60% above the long-run average by the 1920s. The resulting debt-deflation crash of the early 1930s crushed both prices and incomes. In April 1933, Roosevelt broke gold convertibility — transforming federal debt from a claim on gold into a claim on dollars. This "Nominal Revolution" enabled unbacked fiscal expansion, but the Depression and WW2 suppressed the ratio through the period.
~2.5×
ratio
1944 – 1971
Bretton Woods — Managed Gold Standard
Global debt becomes claims to dollars, not gold directly. Semblance of constraint maintained. GI Bill subsidizes homeownership. Ratio stable but creeping upward as the machinery of monetary expansion, established in 1913–1933, begins to compound.
~2.5×
ratio
1971 – 2000
Pure Fiat — Early Era
Nixon severs last link to gold. No remaining constraint on monetary expansion. Capital flees to real assets. Housing transforms from shelter to store of value. The ratio climbs relentlessly.
~3.5×
ratio
2000 – 2025
Pure Fiat — Late Era
Dot-com crash, 2008 crisis, COVID stimulus — each met with massive unbacked fiscal expansion. $5 trillion+ in pandemic response alone. Housing reaches historic peaks relative to income.
~5×
ratio
2025 → ?
How Much Further?
Without a change to the monetary system, nothing in this record anchors the ratio. A possible counterforce has emerged: bitcoin, a money with a fixed supply, competes for the store-of-value role that fiat money pushed onto real estate. Whether it draws enough of that premium to bring the ratio down is the open question.
?
ratio
The Divergence: Home Prices vs. Incomes
Indexed to 100 in 1985 — nominal growth comparison · Home prices up +403%, incomes up +252%
Sources: U.S. Census Bureau, Bureau of Labor Statistics, FRED

The argument for why the trend held: savers had few alternatives. Gold was confiscated, regulated, and impractical for daily savings. Bonds were denominated in the same depreciating currency. Stocks required expertise and carried counterparty risk. On this reading, housing became the default by elimination. Bitcoin is a new kind of alternative. It is a bearer asset with a fixed supply that can be held with no mortgage, no property tax and no maintenance, though custody and volatility are costs of their own. If bitcoin absorbs part of the monetary premium in global real estate, the home-price-to-income ratio could move back toward its historical 2–3×. That is the thesis this page tests, not a measurement.

The fiat premium in housing: On this page's reading, the gap between the home-price line and the income line in the chart above is a store-of-value premium that fiat money pushed into real estate. Under a sound money standard these lines tracked closely, as they did for most of American history. Bitcoin is one candidate path back to houses priced for their use rather than their monetary premium.

The Pattern Is Global

If broken money were a US problem, the story would end here. It isn't. The same monetary forces that pushed American housing from ~3× income to ~5× have pushed every other major Anglophone market further. Bitcoin's argument is structural — and structural problems leave global fingerprints. The chart below tracks price-to-income across five major markets over the past two decades.

Home-Price-to-Income Ratios: Five Major Markets, 2005–2024
Median home price divided by median household income · every line started near "affordable" (3.0×) within living memory
Source: Demographia International Housing Affordability, annual editions 2006–2025 (each edition reports Q3 of the prior year). Hong Kong was first included in the 2011 edition (Q3 2010 data); earlier values are intentionally absent.

The US line (amber) is the most affordable of the five. Hong Kong peaked at 23.2× in 2021 — nearly eight times the "affordable" threshold, and roughly five times the US figure. Sydney and Vancouver spent most of the last decade above 10× income. Greater London, the steadiest of the climbers, hit an all-time high of 9.1× in 2024. In none of these markets was housing "affordable" in any year shown — and as late as 1990, per Demographia's own historical context, national price-to-income ratios sat at 3.0× or less across Australia, Canada, the UK, New Zealand, and the US. Every market on this chart has roughly tripled relative to income within a single working life.

The Tokyo counter-example: Japan provides the only major-market counterfactual. Tokyo housing peaked in 1990 at the apex of a famously speculative bubble, then deflated for roughly 15 years as the bubble unwound under a sustained credit contraction. Prices today sit far below the 1990 peak in real terms, and Tokyo's price-to-income ratio has been broadly stable for two decades — not rising along the global trajectory. The mechanism that produced this anomaly was painful (Japan's "lost decades"), but it shows the ratio can revert: when housing's monetary premium was forced out, the ratio came down and stayed down. The bitcoin thesis is that a similar outcome could come without a crash, by the premium moving into a different asset rather than being wrung out of property. That has not been tested.
Where this leads: The US is the most affordable market in this comparison set. The bitcoin thesis isn't that American housing is uniquely overpriced; it's that global housing carries a large monetary premium, and that if part of it moved into a scarce, portable asset, price-to-income ratios would move back toward shelter value. The next tab looks at the evidence so far.

Your Home Has Been Deflating

measured in the new sound money standard

You think your house appreciated. In dollar terms, it did. Price the same house in bitcoin, a money with a fixed supply, and the picture inverts: since 2013 the house has fallen steeply. Two readings fit the chart. On this page's reading, the house isn't getting more valuable; the dollar is getting weaker. The other reading is that bitcoin rose as it was adopted. Both are part of the story.

367
BTC for a House · 2013
74
BTC for a House · 2017
~5
BTC for a House · 2025
?
BTC for a House · 2030
BTC Required to Buy the Median US House
Annual average bitcoin price vs. median home sale price · 2013–2025, with projected trend to 2032
Sources: FRED (MSPUS), CoinGecko, CoinMarketCap — annual averages. Projected trend based on historical trajectory; not a price prediction.

Yes, the line is volatile, because bitcoin is volatile. But look at the direction. In 2013, you needed 367 bitcoin to buy the median US house. By 2025, you needed roughly 5. That's a 98.6% decline in the bitcoin-denominated cost of housing. Dollar appreciation in home values doesn't change what this chart shows. The page's reading is that the house is demonetizing, shedding its store-of-value premium as bitcoin takes on a monetary role. The dashed line extends the past trend; it is not a forecast, and the path has been jagged.

What If You Had Bought Bitcoin Instead?
$60,000 — used as a down payment vs. invested in bitcoin. Two very different realities.
Based on $60,000 at each year's average BTC price, valued at 2025 BTC price of $88,000 vs. 2025 median home of $416,900. Mortgage assumes 20% down, 30-year fixed at prevailing rate.
The Real Opportunity Cost of Buying a House
Growth of $1 invested in 2018 — bitcoin vs. housing (log scale)
Start year:
Sources: FRED, CoinGecko
It's Not Just Since 2013
Bitcoin against housing from five starting years, each held to 2025 (price return only, before rent and ownership costs)
All rows end at 2025 prices — populated at runtime.
The structural argument: On this page's reading, real estate is the largest store of fiat money's missing value: trillions sitting in walls, roofs and land, beyond their use value, because the currency doesn't hold value on its own. Bitcoin is a possible counterforce. If it keeps monetizing, housing could demonetize back toward utility value; under sound money, houses cost 2–3× income. Whether that happens, and how fast, is the open question.

What If You Postponed the House Purchase?

The conventional wisdom says: buy a house as soon as you can. Lock in a mortgage. Build equity. But what if you took the money you would have used as a down payment and bought bitcoin instead? For most start years in the calculator's range, the historical data show that after a few years you could have bought the house outright, with no mortgage, and sometimes several; pick a year and see. This is not investment advice, and past bitcoin returns are not a forecast.

Buying bitcoin is not "missing out on a house." It is a postponed house purchase — one where you might buy the same house for a fraction of its current bitcoin cost, potentially outright, without a thirty-year mortgage. The question is not whether you want a house. The question is whether you want a mortgage.

Rent is estimated at ~75% of an equivalent mortgage payment (which tracks your down payment). Down payment defaults to 20%. Mortgage rate defaults to the prevailing 30-year fixed average for the selected year. Your home's appreciation is assumed to match the median. Your actual values may differ — feel free to enter your own.

The mortgage is often described as "leverage" — and it is. A 20% down payment — the conventional case — gives you 5:1 exposure to house price appreciation. But leverage has a cost. Over 30 years at typical rates, you pay roughly double the purchase price in total — the house plus the interest. Add property taxes (which never stop), insurance, and maintenance, and the all-in cost of ownership runs well above the price (The Ceiling tab adds it up). Priced in bitcoin, that asset has been deflating. Holding bitcoin involves no leverage, interest, property tax or maintenance. Its costs are volatility and custody, and you still pay rent.

What Might Happen Going Forward?

The retrospective calculator above shows what did happen when you chose bitcoin over a house. This calculator asks the same question forward: what does the Power Law model suggest happens from here? Enter your own assumptions and compare. The projection is built on the Power Law growth model; market behavior may diverge.

This calculator uses the Power Law model as its bitcoin price assumption. The Power Law is an empirical observation with a 95%+ R² fit, not a guarantee. This is not investment advice.

Home appreciation is in real (inflation-adjusted) terms; mortgage rate is nominal as written. Sitewide inflation rate (currently 6.5% M2-growth default; see Half-Life or Melting Ice Cube) is used internally to reconcile the two. Your up-front investment is derived from the home price and purchase method. Projections anchored to January 1 of the selected year.
Display values in:?Real shows projected values deflated to today’s purchasing power, using the sitewide inflation assumption (currently 6.5% M2 growth; same reference used across all calculators — see Half-Life or Melting Ice Cube). Nominal shows the actual future dollar amounts as they’d appear on a future statement — these include both real growth and inflation, so they look larger but buy the same things.
How this works: The bitcoin projection uses the Power Law model (Porkopolis coefficients). Home appreciation is in real (inflation-adjusted) terms; the calculator combines it internally with the sitewide inflation rate to drive the nominal home value path. Mortgage assumes your chosen down payment (default 20%), 30-year fixed; mortgage rate is nominal as written. Property taxes at 1.2% annually, insurance ~$150/mo, maintenance at 1% of home value annually. Rent in the bitcoin + rent path is estimated at 75% of an equivalent mortgage payment. Projected dollar amounts render in your chosen frame — Real (today’s purchasing power) or Nominal (future dollars) — via the toggle above the results. Real is the default. Returns and CAGRs are computed on the real values regardless of toggle. Accumulated payment streams (rent, interest, total cost of ownership) are shown as their nominal sum.

Figures throughout are in USD. Reading from outside the US? Read why →

How Much More Income Can a Mortgage Consume?

If house prices keep rising relative to incomes, at some point people simply cannot afford the monthly payment — regardless of interest rates, loan terms, or creative financing. This ratio has a structural ceiling, and we may be approaching it. Bitcoin has no payment-to-income ceiling of this kind: its supply is fixed and its adoption is still early, though its price can fall as well as rise.

$1,100
Avg Mortgage Payment · 2015
21% of income
$1,500
Avg Mortgage Payment · 2020
27% of income
$2,200
Avg Mortgage Payment · 2025
32% of income
The Ceiling Has Already Been Breached
Monthly mortgage payment as % of median household income · 2013–2025, with threshold lines
Sources: FRED (MSPUS, MORTGAGE30US), Census Bureau — assumes 20% down, 30-year fixed at prevailing rate

A household spending more than 30% of gross income on housing is considered "cost-burdened" by the US Department of Housing and Urban Development. A median-income household buying the median-priced home today would be at or beyond this threshold. After accounting for taxes, insurance, and maintenance, the true burden is even higher. Something has to give: prices fall, incomes rise faster than prices, rates fall, or housing sheds part of its store-of-value premium. The last is the path this page argues bitcoin makes possible; the others remain possible too.

The True Cost of Homeownership
Purchase price vs. total all-in cost — by year of purchase
Calculated using median home price at year of purchase, prevailing 30-year fixed rate, 20% down, 1.2% annual property tax, ~$150/mo insurance, 1% annual maintenance
The hidden cost of "building equity": On a $417,000 house purchased in 2025 at 6.8% interest with 20% down, the total cost over 30 years — including interest, property taxes, insurance, and maintenance — exceeds $1 million, much of it interest. Under a sound money standard, houses were bought with savings. This page's argument is that bitcoin could make that possible again.

Data sources: Federal Reserve Bank of St. Louis (FRED), U.S. Census Bureau, Bureau of Labor Statistics, Shiller Home Price Index, CoinGecko, CoinMarketCap.

This page presents structural monetary observations, not investment advice. Historical data does not guarantee future outcomes.

Common questions

Is bitcoin a better investment than real estate?

Looking back, bitcoin came out ahead for most of the start years the retrospective calculator covers, though not all, and the calculator shows the numbers for each one. Looking forward is a different question, which the projection mode treats under stated assumptions rather than as a verdict. Both views show their work.

Should I buy a house or buy bitcoin?

This page will not answer that for you — housing is shelter as well as an asset, and the comparison includes mortgage leverage, maintenance, taxes, and the value of living in what you own. What it will do is put real numbers on the tradeoff you would otherwise make on instinct.

Does real estate hold its value better than bitcoin?

Real estate is less volatile year to year; over the long span the comparison inverts. The page shows both facts rather than choosing one — volatility and long-run purchasing power are different questions, and conflating them is how most of this debate goes wrong.

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