Operating Businesses vs Treasury Companies

Episode 41 - Structurally Bullish

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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