The Hurdle Rate Podcast
Join Matt, Ben, Jeff, and Tim for an entertaining and informative weekly podcast cutting through conventional wisdom on Bitcoin, investing, and macroeconomics. Every Wednesday, this forward-thinking team delivers unique perspectives and innovative insights that challenge mainstream financial narratives, empowering listeners to make more independent decisions for their corporate or personal financial lives. Is Bitcoin your hurdle rate? New episodes every Wednesday!
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Episodes
Tuesday Aug 05, 2025
Tuesday Aug 05, 2025
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?
Tuesday Jul 29, 2025
Tuesday Jul 29, 2025
Episode 20 - Convert to IPO
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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
Wednesday Jul 23, 2025
Wednesday Jul 23, 2025
Episode 19 - A Huge Wave of Capital isn't a STRC
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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
Tuesday Jul 15, 2025
Tuesday Jul 15, 2025
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
Tuesday Jul 08, 2025
Tuesday Jul 08, 2025
Episode 17 - Strategy hits their STRD
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] - Welcome Back to The Hurdle Rate
[00:00:13] - Jeff’s Big Announcement
[00:13:17] - What Does STRD Having an ATM Facility in the Market Mean to You?
[00:19:19] - How Big Should a Company be Before Issuing Preferred Products?
[00:32:42] - Elon Musk - “Fiat is Hopeless”
Tuesday Jul 01, 2025
Tuesday Jul 01, 2025
Episode 16 - Dividend Drip
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We buy Bitcoin at Swan.com
[00:00] Welcome Back to The Hurdle Rate
[00:21] The Dividend Drip
[07:38] Strategy Added to Russell Top 200 Value Index
[13:16] Stock Market Hits All Time Highs
[19:00] Bitcoin - Nothing Stops This Train
[28:52] Will Investors Be Scared Off By This Recent Run?
[50:35] Metaplanet Hits #5
Tuesday Jun 24, 2025
Tuesday Jun 24, 2025
Episode 15 - Billions in Bitcoin Treasuries
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We buy Bitcoin at Swan.com
[00:00] Welcome Back to The Hurdle Rate
[01:16] Tim and Matt Recap BTC Prague
[09:53] Where Can Bitcoin Treasury Companies Be 4 Years From Now?
[24:39] Alt season
[30:20] New Announcements in the Bitcoin Treasury Space
[41:25] Aggression and The Digital Transformation of Investor Relations
[53:02] Matt Cole on True North?
Tuesday Jun 17, 2025
Tuesday Jun 17, 2025
Episode 14 - The World's Evolving
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00] Welcome Back to The Hurdle Rate
[00:30] Altcoin Treasury Strategy?
[05:46] Is Chanos the Next Hurdle Rate Host?
[14:31] Checking In on the US Dollar
[25:57] Talking Your Own Bag
[37:05] Saylor's Latest Bitcoin Buy & Explaining Strategy
[46:54] Bitcoin's Resilience Amid Global Tension
Tuesday Jun 10, 2025
Tuesday Jun 10, 2025
Episode 13 - Building for Decades
[00:00] Welcome Back to The Hurdle Rate
[01:29] What’s Going On with American Politics?
[14:46] Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips
[20:02] The Upside in STRD
[31:40] Is There Something Holding the Bond Market Back?
[46:39] Thinking Through the Leverage Ratio of Strategy
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
Tuesday Jun 03, 2025
Tuesday Jun 03, 2025
Episode 12 - Upgrade with Junk Grade
[00:00] - Welcome Back to The Hurdle Rate
[00:20] - STRD Announcement Reaction
[29:40] - Has Bitcoin Peaked for this Cycle?
[37:02] - James Wynn’s Wild Ride
[38:40] - What Should the Bitcoin Interest Rate Be?