The Hurdle Rate Podcast @HurdleRatePod

Youtube: youtu.be/5q1CGG0sjYA Apple: podcasts.apple.com/us/podcast/epi… Rumble: rumble.com/v7bobca-digita… Spotify: open.spotify.com/episode/40NtS8… Fountain: fountain.fm/show/6NxpCsM4e…

Welcome Back to The Hurdle Rate. Episode 62: Digital Credit Weakness In this week's Hurdle Rate, the crew breaks down the mechanics of volatility and liquidation events, before turning to shifting investor behavior and how markets react to sudden liquidations. We dig into how digital credit stacks up against traditional financial instruments, the innovations shaping the future of the lending landscape, and what it takes for protocols to remain resilient in brutal bear markets. We close with a deeper look at the Federal Reserve, the opinions surrounding Kevin Warsh, and why navigating economic uncertainty requires a unique strategy for the anticipated super cycle ahead. Here’s the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.

Youtube: youtu.be/bFVyD3yBH8k Apple: podcasts.apple.com/us/podcast/epi… Amazon: music.amazon.com/podcasts/7c03d…… Rumble: rumble.com/v7bdmpy-whats-… Spotify: open.spotify.com/show/7LG1LFswz… Fountain: fountain.fm/show/6NxpCsM4e…

Welcome Back to The Hurdle Rate. Episode 61: What’s Your Time Preference? In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shaping the treasury company landscape. We close with a deeper look at what digital credit actually is, and why it matters for the road ahead. Here's the latest with @ColeMacro, @PunterJeff, @Werkman and @TimKotzman. 00:00 Welcome to the Hurdle Rate Podcast 01:44 Market Acceleration and USD Reserves 06:04 Holistic Capital Structure Strategy 12:20 Designing Long-Term Capital Vehicles 17:21 Analyzing Recent Bitcoin Flows 18:11 SpaceX IPO and Major Capital Events 29:18 Bitcoin on Institutional Balance Sheets 36:51 Takeaways from Bitcoin Prague 41:20 Onboarding New Investors via Digital Credit

No recording this week. Team at BTCPrague. See you next week.

YouTube: youtube.com/watch?v=YHFNdY… Apple: podcasts.apple.com/us/podcast/epi… Amazon: music.amazon.com/podcasts/7c03d… Rumble: rumble.com/v7aq612-episod… Spotify: open.spotify.com/episode/3DNpRT… Fountain: fountain.fm/show/6NxpCsM4e…

Welcome Back to The Hurdle Rate. Episode 60: The Math of Amplification In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shaping the treasury company landscape. We close with a deeper look at what digital credit actually is and why it matters for the road ahead. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman 00:00 - Welcome Back to The Hurdle Rate
 02:26 - Analysis of Strategy's Debt Retirement
 10:48 - Capital Structure and Market Perception
 21:57 - Strive's Bitcoin Holdings Update
 23:26 - SATA Daily Dividends Launch
 31:40 - Strive Market Cap and Efficiency
 33:14 - Ecosystem Cooperation and Voting
 42:04 - New Federal Reserve Chair Outlook

Youtube: youtu.be/IJyuUBSdbPU   Apple: podcasts.apple.com/us/podcast/epi…   Amazon: music.amazon.com/podcasts/7c03d…   Rumble: rumble.com/v7agn18-episod…   Spotify: open.spotify.com/episode/2kfBTC…

Welcome Back to The Hurdle Rate. Episode 59: Scale Like Crazy The crew breaks down Strategy's latest debt retirement and what it signals about capital structure and market perception, before turning to Strive's growing Bitcoin holdings, the launch of SATA daily dividends, and what the firm's market cap reveals about treasury efficiency. We close with a look at ecosystem cooperation, the voting dynamics shaping Bitcoin's corporate landscape, and what a new Federal Reserve Chair could mean for the road ahead. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 00:00 - Welcome Back to The Hurdle Rate
 02:26 - Analysis of Strategy's Debt Retirement
 10:48 - Capital Structure and Market Perception
 21:57 - Strive's Bitcoin Holdings Update
 23:26 - SATA Daily Dividends Launch
 31:40 - Strive Market Cap and Efficiency
 33:14 - Ecosystem Cooperation and Voting
 42:04 - New Federal Reserve Chair Outlook

YouTube: youtu.be/5ZNAtofURns Apple: podcasts.apple.com/us/podcast/epi… Amazon: music.amazon.com/podcasts/7c03d… Fountain: fountain.fm/show/6NxpCsM4e… Rumble: rumble.com/v7a2u2g-episod… Spotify: open.spotify.com/episode/2ZMYak…

Welcome Back to The Hurdle Rate. Episode 58: Exponential Innovation The crew is back this week diving into Strive’s evolution into “The Daily Dividend Company” and what that could mean for the future of financial products. They discuss the experience of ringing the opening bell at Nasdaq, break down how Strive paid off its debt, and explore just how large this opportunity could become. Finally, they unpack the infrastructure operating behind the scenes and how Bitcoin could play a major role in Strive’s future. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:00 - Welcome Back to The Hurdle Rate 2:00 - Strive: The Daily Dividend Company 6:02 - Ringing The Opening Bell at Nasdaq 24:20 - How Strive Paid Off Its Debt 27:30 - How Big Is This Idea? 41:51 - The Infrastructure Behind The Scenes 47:30 - How Bitcoin Will Be Involved In Strive’s Future

No Hurdle Rate Podcast episode this week… You'll understand.  See you all next week.

YouTube: youtube.com/watch?v=zXrFtU… Apple: podcasts.apple.com/us/podcast/epi… Amazon: music.amazon.com/podcasts/7c03d… Rumble: rumble.com/v78t3xs-episod… Spotify: open.spotify.com/episode/2OsqNp…

Welcome Back to The Hurdle Rate. Episode 56: The User Experience The crew is back this week discussing Strategy’s passing of BlackRock in Bitcoin Holdings and what it could signal for broader markets. They then dive into whether the tokenized ecosystem is actually providing value, before exploring how AI tools are reshaping portfolio construction. Finally, they wrap up with a discussion on Schwab’s approach to Bitcoin education and what it means going forward. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 2:50 - Strategy Flips BlackRock 21:28 - Is The Tokenized Ecosystem Completely Useless? 30:43 - AI Tools & Revamping Portfolios 46:25 - Schwab Education

YouTube: youtu.be/4FAnYGuh86I Apple: podcasts.apple.com/us/podcast/epi… Amazon: music.amazon.com/podcasts/7c03d… Rumble: rumble.com/v79h70i-the-an… Spotify: open.spotify.com/episode/65MlR1…

Welcome Back to The Hurdle Rate. Episode 57: The Answer Is Trillions The crew is back this week reacting to MSTR’s latest earnings call and what it could mean for the future. They then dive into the rise of digital credit and if it's too good to be true. Finally, they close with a discussion around the FDIC, monetary risk, and the broader implications for the financial system moving forward. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:00 - Welcome Back to The Hurdle Rate 3:32 - MSTR Earnings Call Reaction 25:52 - Is Digital Credit Too Good to Be True? 42:46 - FDIC & Monetary Risk