Hurdle Rate Clips

Response to @Strategy retiring convertible debt. At what $BTC price do $MSTR's assets fall below its debt? @PunterJeff has the numbers👇

What happens when things go right? bitcoin:native CEO of @Strive, @ColeMacro, discusses the mindset of an equity & fixed income investor.

Principal Protection Breakdown: Bank Accounts vs. Digital Credit @PunterJeff

“You’re no longer as a corporation waiting for a full month for the interest payment to come in… that waiting period collapses.” @Werkman

Slam the market open. @ColeMacro

Digital Credit goes after everything… Money Checking accounts Saving accounts Stable coins Credit Markets Index equity exposure Structured products “You are not bullish enough” @ColeMacro

@HurdleRatePod Been waiting for this one :)

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

Strive: The Daily Dividend Company Investor Update - May 2026 $ASST $SATA

@HurdleRatePod 🫡

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

CRO of @Strive, @PunterJeff, explains the liquidity of Bitcoin and the price action with Strategy out of the market.

How high can you take amplification? @ColeMacro

"Institutions are just starting to get access to Bitcoin." @ColeMacro

Digital Credit in 10 years could be at $1-3 Trillion. What does that mean for Bitcoin? @ColeMacro

@HurdleRatePod Ready to go😃

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

Family member effected by tornado. $SATA dividend hit. Liquidity gave them the ability to solve their repairs. "Having that dividend hit more frequently that impacts how you interact with the instrument." @PunterJeff

The friction to access high yields is gone. Digital Credit is one tap away via most investment brokerages. The future of income investing is here. @Werkman

Prediction Markets x Digital Credit What if prediction markets were built with the contracts holding digital credit… The winners get paid yield for the capital sitting there. @ColeMacro