Onramp Media Bitcoin Is the New Hurdle Rate: Corporate Treasuries Are Waking Up
May 21, 2025
Ethan Peck, Director of Bitcoin at Strive Asset Management, and Tim Kotzman, host of Bitcoin Treasuries podcast, dive into the exciting intersection of Bitcoin and corporate finance. They discuss the shift from ESG to Bitcoin advocacy, highlighting strategies for engaging corporations in adopting Bitcoin. The urgency for companies to rethink their financial strategies is clear, with Bitcoin emerging as a critical asset for wealth preservation. They also explore the vital role of shareholder activism in this Bitcoin revolution and future trends in corporate treasury management.
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Target Companies With Internal Interest
- Focus Bitcoin shareholder activism on companies showing some internal Bitcoin positivity.
- Target firms with mismanaged cash or susceptible to AI disruption for treasury strategy adoption.
Bitcoin Treasury Adoption Challenges
- Bitcoin treasury adoption faces steep resistance but is progressing faster than ESG's decline.
- Companies vulnerable to AI disruption and with large cash holdings are prime targets for Bitcoin strategies.
Bitcoin as Capital Hurdle Rate
- Bitcoin is increasingly the capital allocation hurdle rate for companies aspiring to beat inflation.
- Adopting Bitcoin shifts corporate focus from short-term gains to long-term shareholder value.