
Tuesday Jul 29, 2025
Episode 20 - Convert to IPO
Episode 20 - Convert to IPO
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:15] STRC IPO
[00:13:07] Converts and MSTR Earnings Expectations
[00:22:38] No ATM Usage from Strategy
[00:37:30] US Trade Deal with EU
[00:44:16] mNAV Indicator of Store of Value
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