Underwriting Bitcoin as an Insurance‑Like Business

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 Higher?

[00:44:08] Mike Alfred, Big Volumes, and What It All Means

[00:51:18] US China Trade Deal and Other Macro Tailwinds