The Hurdle Rate Podcast

Episode 46 - Build The Structure

Episode 46 -  Build The Structure
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:05] Kevin Warsh Named Fed Chair
[00:24:38] Clawdbots & Moltbook
[00:32:10] The Pref Only Model & Digital Risk
[00:44:05] Bitcoin as a Term Asset & What a Supercycle Means

Episode 45 - Preferred Equity Demand

Episode 45 - Preferred Equity Demand
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] Does the Preferred Equity Present a Systemic Risk to Bitcoin?
[00:21:42] Strive + Semler: The First M&A Transaction in Bitcoin Treasuries
[00:33:30] IBIT Bitcoin Covered Call ETF
[00:41:51] Gold & Silver Price Action
[00:47:30] What is Japan Saying to the World Right Now?
[00:58:54] Bitcoin in an Action-Packed 2026

Episode 44 - Digital Credit Clarity

Episode 44 - Digital Credit Clarity
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:56] Strategy’s Latest
[00:11:55] Credit Spreads Hit All Time Tights
[00:30:06] Coinbase Pulls Out of Clarity Act
[00:43:54] Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex

Episode 43 - The Best Message Is Digital Credit

Episode 43 - The Best Message Is Digital Credit
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:02:55] Strategy’s $1.25 Billion Orange Buy
[00:15:56] Michael Saylor on What Bitcoin Did
[00:39:58] Jerome Powell in Hot Water and Disenchantment with the Fed
[00:49:30] Trump Caps Credit Card Interest
[00:56:03] Strive Semler Merger

Episode 42 - Pensions, Private Equity & Digital Credit

Episode 42 - Pensions, Private Equity & Digital Credit
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0:00 - Welcome Back to The Hurdle Rate
0:55 - Strategy Gears Up for Massive 2026
12:10 - Looking Back at 2025: Year Zero in Digital Credit
30:12 - Capital Allocation and Pension Funds
50:18 - 2026 Outlook

Episode 41 - Structurally Bullish

Episode 41 - Structurally Bullish
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:21] Reflections on 2025
[00:08:14] The Bitcoin Era
[00:18:12] Amplification and the Power of Compounding
[00:30:30] Do You Beat The Hurdle Rate of Bitcoin?
[00:53:04] Tim’s Review of Bitcoin Treasuries Big Year

Episode 40 - Set Up For A Supercycle

Episode 40 - Set Up For A Supercycle
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[00:00:00] Welcome Back to The Hurdle Rate
[00:02:08] The Latest on Bitcoin
[00:10:18] A Decade-Long Supercycle?
[00:19:47] OCC Greenlights Crypto Bank Charters
[00:26:14] Valuations
[00:34:48] Quantum Risks?
[00:40:15] MSTR Staying in Nasdaq 100
[00:43:57] Final Thoughts

Episode 39 - The Hurdle Rate Is High

Episode 39 - The Hurdle Rate Is High
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We buy Bitcoin at Swan.com
[00:00:30] Welcome Back to The Hurdle Rate
[00:01:30] Bitcoin MENA
[00:22:53] Bitcoin As The Hurdle Rate
[00:37:27] Closing Thoughts

Episode 38 - The Incentives Are Aligned

Episode 38 - The Incentives Are Aligned
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] The Incentives Are Aligned
[00:10:50] MSTR’s Green Dots & USD Reserve
[00:46:16] STRC Dividend Rate Hike

Episode 37 - Meet Them Where They're At

Episode 37 - Meet Them Where They're At
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:50] Market Uncertainty & MSCI Exclusions
[00:34:14] Mike Green Article and the K-Shaped Economy