Tuesday Aug 05, 2025

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back

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[00:00:00] Welcome Back to The Hurdle Rate

[00:01:34] Recapping MSTR Earnings Call

[00:09:49] Strategy’s ATM Adjustment

[00:21:00] MSTR’s Bitcoin Per Share

[00:30:03] Only Look at Leverage Ratio

[00:45:08] Could Bitcoin Treasury Companies Lead to the Next Bear Market?

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