The Hurdle Rate Podcast

Episode 36 - Inside the Digital Credit Revolution

Episode 36 - Inside the Digital Credit Revolution
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:30] Bitcoin Amsterdam & Cantor Conference Miami Recaps
[00:19:24] Volatility in the Prefs
[00:41:08] Underwriting Bitcoin
[00:47:28] Hedging with Zcash?

Episode 35 - Amplified Bitcoin and Digital Credit

Episode 35 - Amplified Bitcoin and Digital Credit
Thank you to our sponsor, Swan Bitcoin.
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] The IPOs of Digital Credit
[00:12:41] The Process of Launching a Preferred Product
[00:27:06] ASST & SATA Update

Episode 34 - The Preferred Strategy is Digital Credit

Episode 34 - The Preferred Strategy is Digital Credit
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:34] Strive’s SATA Announcement
[00:01:15] Strategy Introduces Stream
[00:15:37] MSTR Q3 Earnings Call Recap
[00:36:10] ROC Dividends
[00:42:02] Additional Highlights from Strategy Earnings Report

Episode 33 - Credit Ratings for Digital Capital

Episode 33 - Credit Ratings for Digital Capital
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Strategy Gets a Credit Rating
[00:12:43] How This Will Impact the Insurance Industry
[00:21:50] Interest Coverage Ratio and Industry Credit Ratings
[00:27:23]  What Will It Take for Bitcoin Treasury Companies Credit Ratings to Go Higher?
[00:44:08] Mike Alfred, Big Volumes, and What It All Means
[00:51:18] US China Trade Deal and Other Macro Tailwinds

Episode 32 - Strategic Risk Taking

Episode 32 - Strategic Risk Taking
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference
[00:13:34] Sentiment vs Conviction with Bitcoin Treasury Companies
[00:25:17] Why do Bitcoin Treasury Companies Exist?
[00:38:18] Strategic Risk Taking

Episode 31 - The Digital Credit Landscape

Episode 31 - The Digital Credit Landscape
Thank you to our sponsor, Swan Bitcoin.
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[00:00:00] Welcome Back to The Hurdle Rate
[00:02:00] Crypto Crash of October 11
[00:21:11] Launching a Treasury Company from Zero
[00:43:44] Deep Dive on Private Credit

Episode 30 - Focus on the Future

Episode 30 - Focus on the Future
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:20] Ben Werkman Joins Strive as CIO
[00:18:07] Tribalism and Doubt in Bitcoin
[00:32:47] The Fastest Growing ETF of All Time
[00:35:03] CAMT - Corporate Alternative Minimum Tax
[00:41:52] Uptober Getting Revved Up

Episode 29 - Bitcoin Supercycle

Episode 29 - Bitcoin Supercycle
Thank you to our sponsor, Swan Bitcoin.
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:24] Breaking News: Tim is All In and Dedicating His Life to Bitcoin
[00:10:11] Bitcoin vs Other Store of Value Assets
[00:21:41] Bitcoin Super Cycle?
[00:26:30] Digital ID Rollout in the UK
[00:41:00] Strategy Dividend Day

Episode 28 - The M&A Era has Begun

Episode 28 - The M&A Era has Begun
Thank you to our sponsor, Swan Bitcoin.
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:15] Strive Acquires Semler Scientific
[00:19:39] The Impact of Meeting Bitcoiners in Person
[00:26:40] Behind the Scenes of the Bitcoin Treasuries NYC Unconference with Tim
[00:38:55] Operating with a Long Term View in Bitcoin

Episode 27 - The Starting Line

Episode 27 - The Starting Line
Thank you to our sponsor, Swan Bitcoin.
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:32] Strive Announces Board of Directors
[00:29:57] Rate Cut on Wednesday?
[0036:57] Bitcoin Treasuries Unconference
[00:46:51] Options on the Prefs