The Hurdle Rate Podcast

Episode 27 - The Starting Line

Episode 27 - The Starting Line
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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

Episode 26 - Zoom Out. We're Early.

Episode 26 - Zoom Out. We're Early.
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] No Strategy in the S&P 500
[00:14:20] Michael Saylor Reframes the World of Risk
[00:37:11] The Landscape of Strategy’s ATMs
[00:40:58] Pierre’s Closing Thoughts

Episode 25 - Will Travel for Bitcoin

Episode 25 - Will Travel for Bitcoin
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:23] Recapping Bitcoin Asia
[00:21:22] STRC Dividend Increases
[00:34:13] Fed Independence and What Rates Should Do

Episode 24 - Fed Signals and Equity Stakes

Episode 24 - Fed Signals and Equity Stakes
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:45] Meet The Hurdle Rate’s First Guest Host, Avik Roy
[00:02:44] Strive’s Major News Announcement
[00:08:40] The Fed Symposium in Jackson Hole
[00:29:59] Intel & The US Government
[00:56:33] Update on Tim’s Unconference

Episode 23 - Noise in the Market

Episode 23 - Noise in the Market
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] Trading Below 1 mNAV?
[00:27:41] Gold Revaluation
[00:36:51] Bitcoin Treasury Executive Compensation 
[00:42:10] Preferred Liquidation Preference

Episode 22 - Commodity, Security, Token

Episode 22 - Commodity, Security, Token
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] Bo Hines to the Private Sector
[00:08:30] ETH Treasury Companies and Scale
[00:31:57] Tim’s NYC Unconference
[00:40:44] Strategy’s 5 Year Bitcoin Anniversary

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

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[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?

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

Episode 19 - A Huge Wave of Capital isn't a STRC

Episode 19 - A Huge Wave of Capital isn't a STRC
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] - Welcome Back to The Hurdle Rate
[00:00:23] - STRC - What Does It Mean to You?
[00:20:54] - Real Estate Vs Perpetual Preferred Products
[00:38:45] - Is Winter Coming Back?
[00:50:25] - Ben Breaks The Top 20
[00:51:01] 351 and Joining the Strive Family

Episode 18 - Transparency is Not Priced In

Episode 18 - Transparency is Not Priced In
Thank you to our sponsor, Swan Bitcoin.
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:47] Strategy’s Latest Buy
[00:08:25] Altcoin Treasury Companies?
[00:18:58] AI’s Impact on Bitcoin Treasury Companies
[00:25:17] Breaking Down ‘Analysts’ Estimates on MSTR
[00:33:24] So Much for Sideways Summer?
[00:37:51] The End of Earnings Volatility?
[00:41:28] The Mispricing of Risk for Bitcoin Treasury Companies
[00:43:36] New Tariffs, No Flinch