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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