Tuesday Feb 03, 2026

Episode 46 -  Build The Structure

Episode 46 -  Build The Structure

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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

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