The Hurdle Rate Podcast

Episode 50 - Some Pretty Good Money Printing
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[00:00:00] Welcome Back to The Hurdle Rate[00:03:20] Strategy’s Latest[00:12:55] 20 Millionth Bitcoin is Mined[00:37:15] The Speed at Which AI is Advancing

Episode 49 - Digital Credit is for Corporations
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[00:00:00] Welcome Back to The Hurdle Rate
[00:02:00] Bitcoin as Digital Freedom Money Amid Global Uncertainty
[00:20:30] Strategy World Recap
[00:27:55] STRC as The Hurdle Rate?
[00:39:20] Traditional Finance at Strategy World
[00:50:40] The Liquidity Component
[01:05:50] Closing Thoughts
 
 

Episode 48 - Bullish Digital Credit
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We buy Bitcoin at Swan.com[00:00:00] Welcome Back to The Hurdle Rate
[00:01:51] Reflections on Bitcoin Investor Week & Matt’s Cardone Debate
[00:10:28] Amplification in a Bear Market
[00:22:04] The True Risk Profile of Digital Credit Instruments
[00:37:00] Private Credit, Compounding GDP, and Government Spending
[00:45:35] AI Disruption and the K Shaped Economy
 

Episode 47 - A Time To Build
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:50] Bitcoin Investor Week in NYC
[00:09:50] Bull vs Bear Markets
[00:28:00] Is the Bottom In?
[00:41:40] Strategy’s Earnings Call

Episode 46 -  Build The Structure
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[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

Episode 45 - Preferred Equity Demand
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] Does the Preferred Equity Present a Systemic Risk to Bitcoin?
[00:21:42] Strive + Semler: The First M&A Transaction in Bitcoin Treasuries
[00:33:30] IBIT Bitcoin Covered Call ETF
[00:41:51] Gold & Silver Price Action
[00:47:30] What is Japan Saying to the World Right Now?
[00:58:54] Bitcoin in an Action-Packed 2026

Episode 44 - Digital Credit Clarity
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:56] Strategy’s Latest
[00:11:55] Credit Spreads Hit All Time Tights
[00:30:06] Coinbase Pulls Out of Clarity Act
[00:43:54] Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex

Episode 43 - The Best Message Is Digital Credit
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[00:00:00] Welcome Back to The Hurdle Rate
[00:02:55] Strategy’s $1.25 Billion Orange Buy
[00:15:56] Michael Saylor on What Bitcoin Did
[00:39:58] Jerome Powell in Hot Water and Disenchantment with the Fed
[00:49:30] Trump Caps Credit Card Interest
[00:56:03] Strive Semler Merger

Episode 42 - Pensions, Private Equity & Digital Credit
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0:00 - Welcome Back to The Hurdle Rate
0:55 - Strategy Gears Up for Massive 2026
12:10 - Looking Back at 2025: Year Zero in Digital Credit
30:12 - Capital Allocation and Pension Funds
50:18 - 2026 Outlook

Episode 41 - Structurally Bullish
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:21] Reflections on 2025
[00:08:14] The Bitcoin Era
[00:18:12] Amplification and the Power of Compounding
[00:30:30] Do You Beat The Hurdle Rate of Bitcoin?
[00:53:04] Tim’s Review of Bitcoin Treasuries Big Year