The Hurdle Rate Podcast

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The Hurdle Rate Podcast

The Hurdle Rate Podcast

@HurdleRatePod

Manhattan Katılım Mart 2025
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 51: A Digital Credit Treasury The crew is back this week and focuses primarily on an update around Strive ASST & SATA, breaking down the latest developments. They also touch on Strategy’s latest buy and what it could signal. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff and @Werkman . 0:00 - Welcome Back to The Hurdle Rate 0:36 - Strive ASST & SATA Update 49:14 - Strategy’s Latest Buy
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 51: A Digital Credit Treasury The crew is back this week and focuses primarily on an update around Strive ASST & SATA, breaking down the latest developments. They also touch on Strategy’s latest buy and what it could signal. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff and @Werkman . 0:00 - Welcome Back to The Hurdle Rate 0:36 - Strive ASST & SATA Update 49:14 - Strategy’s Latest Buy
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 50: Some Pretty Good Money Printing The crew is back this week and kicks things off with Strategy’s latest moves and what they could mean going forward. They then discuss the milestone of the 20 millionth Bitcoin being mined and what it says about Bitcoin’s supply schedule. The back half of the episode shifts to a broader conversation about the speed at which AI is advancing. Here's the latest with @TimKotzman, @IIICapital, @PunterJeff and @BitcoinPierre 0:30 - Welcome Back to The Hurdle Rate 3:50 - Strategy’s Latest 13:25 - 20 Millionth Bitcoin is Mined 37:45 - The Speed at Which AI is Advancing
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 49: Digital Credit is for Corporations The crew is back this week and dives straight into Bitcoin as digital freedom money amid growing global uncertainty, followed by a full Strategy World recap. They examine whether STRC itself represents The Hurdle Rate, then look at how traditional finance showed up at Strategy World and what that signals. The back half of the episode focuses on the liquidity component and wraps with closing thoughts. Here's the latest with @TimKotzman , @ColeMacro , @PunterJeff and @Werkman 0:30 - Welcome Back to The Hurdle Rate 2:30 - Bitcoin as Digital Freedom Money Amid Global Uncertainty 21:00 - Strategy World Recap 28:25 - STRC as The Hurdle Rate? 39:50 - Traditional Finance at Strategy World 51:10 - The Liquidity Component 1:06:20 - Closing Thoughts
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome back to The Hurdle Rate. Episode 48: Bullish Digital Credit The crew is back with a wide-ranging breakdown of the week’s biggest themes. They kick things off with reflections on Bitcoin Investor Week and Matt’s debate with Grant Cardone, then dig into how amplification works in a bear market and what it means for positioning. From there, the conversation shifts to the true risk profile of digital credit instruments, private credit and the compounding effects of GDP and government spending, and closes with a discussion on AI disruption and the realities of a K-shaped economy. Here’s the latest with @TimKotzman, @ColeMacro, @IIICapital, and @PunterJeff. 0:30 - Welcome Back to The Hurdle Rate 2:21 - Reflections on Bitcoin Investor Week & Matt’s Cardone Debate 10:58 - Amplification in a Bear Market 22:34 - The True Risk Profile of Digital Credit Instruments 37:30 - Private Credit, Compounding GDP, and Government Spending 46:05 - AI Disruption and the K Shaped Economy
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the week’s biggest themes. They discuss what’s happening on the ground at Bitcoin Investor Week in NYC, then dive into the ongoing debate around bull versus bear markets and whether the market has finally found a bottom. The episode wraps with a discussion of Strategy’s latest earnings call and what it signals going forward. Here’s the latest with @TimKotzman , @ColeMacro , @Werkman and @IIICapital 0:30 - Welcome Back to The Hurdle Rate 2:20 - Bitcoin Investor Week in NYC 10:20 - Bull vs Bear Markets 28:30 - Is the Bottom In? 42:10 - Strategy’s Earnings Call
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome back to The Hurdle Rate. Episode 46: Build The Structure The crew is back to unpack Kevin Warsh as Fed Chair, Clawdbots & Moltbook, and the pref-only model and digital risk—plus a separate discussion on Bitcoin as a term asset and what a potential supercycle could mean. Here's the latest with @TimKotzman , @ColeMacro, @PunterJeff and @Werkman. 00:30 – Welcome Back to The Hurdle Rate 01:35 – Kevin Warsh Named Fed Chair 25:08 – Clawdbots & Moltbook 32:40 – The Pref Only Model & Digital Risk 44:35 – Bitcoin as a Term Asset & What a Supercycle Means
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome back to The Hurdle Rate. Episode 45: Preferred Equity Demand The crew is back to discuss preferred equity and potential systemic risk to Bitcoin, the Strive + Semler M&A transaction being the first in Bitcoin treasuries, the IBIT Bitcoin covered call ETF, gold and silver price action, what Japan is saying to the world right now, and Bitcoin in an action-packed 2026. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff and @Werkman 0:30 - Welcome Back to The Hurdle Rate 1:10 - Does the Preferred Equity Present a Systemic Risk to Bitcoin? 22:12 - Strive + Semler: The First M&A Transaction in Bitcoin Treasuries 34:00 - IBIT Bitcoin Covered Call ETF 42:21 - Gold & Silver Price Action 48:00 - What is Japan Saying to the World Right Now? 59:24 - Bitcoin in an Action-Packed 2026
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Keşfet

@TimKotzman @ColeMacro @PunterJeff @Werkman @IIICapital @BitcoinPierre @elonmusk @BarackObama