The Hurdle Rate Podcast

Episode 39 - The Hurdle Rate Is High Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:30] Welcome Back to The Hurdle Rate [00:01:30] Bitcoin MENA [00:22:53] Bitcoin As The Hurdle Rate [00:37:27] Closing Thoughts

Episode 38 - The Incentives Are Aligned 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] The Incentives Are Aligned [00:10:50] MSTR’s Green Dots & USD Reserve [00:46:16] STRC Dividend Rate Hike

Episode 37 - Meet Them Where They're At Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:50] Market Uncertainty & MSCI Exclusions [00:34:14] Mike Green Article and the K-Shaped Economy

Episode 36 - Inside the Digital Credit Revolution Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 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] 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 Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 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 H...

Episode 32 - Strategic Risk Taking Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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 Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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. 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 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 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 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 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 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 Ma...

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 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 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] T...

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”

Episode 16 - Dividend Drip Thank you to our sponsor, Swan Bitcoin. 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  

Episode 15 - Billions in Bitcoin Treasuries Thank you to our sponsor, Swan Bitcoin. 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 Relati...