The Hurdle Rate Podcast Episode 14 - The World's Evolving
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Jun 17, 2025 Delve into the shifting landscape of the cryptocurrency market, with a focus on Bitcoin's dominance and treasury strategies. Discover the complexities of valuing Bitcoin amidst a declining U.S. dollar and the need for a patient investment approach. The conversation also explores the risks and rewards of short-selling in a bullish market, alongside a historical perspective on Bitcoin's role in preserving wealth. Finally, witness how Bitcoin has shown remarkable resilience during global tensions, reshaping investor sentiment in uncertain times.
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Altcoins Embrace Bitcoin Treasuries
- Altcoin companies adopting Bitcoin treasury strategies reveal a shift to preserve value amid fading token demand.
- Holding Bitcoin on balance sheets offers a stable, unprintable asset unlike typical altcoins.
Respect for Public Bitcoin Skeptics
- Real short sellers like Chanos engage publicly, challenging Bitcoin's narrative.
- Engaging transparently in debates earns respect despite disagreement within the community.
Dollar Decline Fuels Bitcoin Upside
- The US dollar is in a long-term decline trend spanning decades.
- A weaker dollar scenario could lead Bitcoin prices to explode well beyond existing models.